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In the navigation panel, click Import/Export. The Import/Export Definitions list opens, with the definitions grouped by category.
Expand title Show me 
In the definitions list, select the definition you want to run, then click Import Data in the ribbon.
Readysell will display a file dialog box. Locate and highlight the file you want to import, then click Open.
Expand title Show me how This is a standard Windows file dialog box.
Navigate to the location of the data file you want to import, then click Open to open the file.
If you cannot find the file you are looking for, check the location. You may also need to choose a different import/export format.
Readysell will import the data contained in that file, and then display a confirmation message.
Expand title Show me an example The confirmation message shows the time took to complete the import, and the number of records that were updated.
(Price Book imports will never create new records.)If the number of updated records is 0, your import has failed, and you will need to check your import definition before trying again.
- Check that the number of updated records are correct and not zero. If the spreadsheet contains additional rows of data that is not part of readysell, the 'New Records' count should also not be equal to 0. Click OK in the confirmation message to complete the import.
Readysell will import the data according to the data type in the import definition. For example, if the data type is "Price Book", the data will be imported into the price book. - Check the imported data in the relevant module to ensure the import has worked successfully.
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If you imported data into the price book, you must extract, review and post it to the product file before it will be available in Readysell. See Extracting data from the price book for more information. |