How to Import Items for a Client from an XLSX File [Step-by-Step Guide]

Modified on Thu, 6 Mar at 2:14 PM

You can import an item table for a specific client from a Microsoft Excel Spreadsheet (XLSX) file to immediately use them.

WARNING: The XLSX file must be in the correct format with the correct columns. You can ensure this by exporting an items table and use it as a template. Before proceeding, ensure you are familiar with the prerequisites and available options.

To import an items table for a specific client from an XLSX file:

1. Find the desired client by clicking on My Clients from the left menu under the Clients section.

2. Edit the desired client by clicking the Settings button.

3. Click Items tab.

4. Press Import.

5. Click Files to select the file you would like to import.

6. Set the Replace Existing Items field to:

Checked: To replace all existing records in the items table with the imported ones.
Unchecked: To add the imported records to the items table.

WARNING: As this option does not check for any conflicts, ensure the imported records do not overlap with the existing ones. Overlapping records may lead to unexpected behavior.

7. Press Import.

As a result, a pop-up window will confirm the successful import, and the imported items will be immediately available. Click OK to close.

To learn more about what you can do next, refer to the Items folder in our knowledge base.