Data Import Module
Passport makes it easy to Import the data you need to manage directly from excel spreadsheets. Whether you are starting your system from scratch or transitioning from another system, data import is one of the most critical steps to getting up and running. Some of the common types of data imported are locations, stock numbers, models, persons, vendors, product info, customers, SKU’s, costs and more.
After you’ve decided what inventory and equipment data needs to be imported, the actual importing process is as easy as 1–2–3!
1. Select where you want the data to go
Select the destination file to which you will import.
2. Find the data you want to import and match-up fields
Data Mapping: choose the necessary fields, categories or columns.
3. Perform the import
Save this particular import setup with a unique name for future imports.
Excel Data Import Video
Learn how the data import tool will give you the ability to import stock item information such as lead times and reorder quantity levels. Users receive secure access to their stock or asset database content immidiately after importing it into the system. In addition, users can specify specific site information using the multi-site module along with the excel data import feature.
Convert from Inventory Spreadsheets to a True System
Transition confidently from spreadsheets to inventory management software by choosing which categories or columns of information to bring over. You gain the ability to import large quantities of items without the worry of data entry errors.