Running an import

Once you have set up the import definition, you can use it to import data. If you have already set up the import definition, you can start at this step.

Your data must be in an Excel spreadsheet before it can be imported into Readysell. Before running an import, check your spreadsheet to make sure the data is correct, then close the spreadsheet before proceeding.

Importing data

1. In the Navigation panel, open Bulk Maintenance, click on Import/Export. The Import/Export Definitions list opens, with the definitions grouped by category.

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2. In the definitions list, select the definition you want to run, then click Import Data in the ribbon.

3. Readysell will display a file dialog box. Locate and highlight the file you want to import, then click Open.

    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.

    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.

   

    

    

    

4. 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.
5. Check the imported data in the relevant module to ensure the import has worked successfully.