Importing Catalogue Items from a Spreadsheet

Importing Catalogue Items from a Spreadsheet

If you have a list of Inventory Items (say a catalogue) in the form of an Excel Spreadsheet you can use COSTAR'S Import function to load these Inventory Items into the COSTAR catalogue File.

There are a number of Mandatory Fields which are required on the spreadsheet to ensure that the catalogue items are imported correctly. For catalogue imports these fields are;

· Item

· Description

· Supplier and

· Manufacturer

Without these mandatory fields the import will not work.


Importing the Spreadsheet:

 

Step 1. Open COSTAR and click on Settings, Import Wizard and the following screen will appear.

  

      Ensure Catalogue is selected (step1 above) and then specify source of the catalogue (step2 above). The source will be the Supplier name. Click Next.

Step 2. Ensure that the type of file to import is set to Excel spreadsheet (step 1 below). Select Browse to locate the saved spreadsheet (step 2 below).

 

      Click Next

 

Step 3. COSTAR will now review the data. If the spreadsheet is suitably formatted you will get no rejected rows and the import can be completed by clicking Next.


If your spreadsheet entry is "with errors", this screen will notify you that you have rows "rejected".  The Review Data form below shows Rejected Rows: 1 and then the data line off of your spreadsheet is displayed complete with a "Reason" column (in the second field, next to Row #), to assist you with finding discrepancies.



    If this happens, click on the cancel button, return to your spreadsheet to make corrections and then try the import again.  When the Step 3 form notifies that you have 0 errors, click on Next.


Step 4. The Proceed with import screen will appear when the Inventory Items from your spreadsheet have been imported into COSTAR.  The screen notifies that the Import is "Finished" and on the bottom of the form, displays the number of records added.

  

 Click on OK and the screen is cleared.

 Proceed to Inventory, Inventory Items Maintenance to review the new Inventory Items you have imported.


If you have any queries regarding Importing Catalogue Items from a Spreadsheet in COSTAR, please contact the Support Desk.

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