Import Tool for Item Updates
This how-to explains how to use the Import Tool in 10X ERP to create new items or update existing items, including part numbers and descriptions. You’ll learn how to select the correct import type, use the sample template, structure your file properly, and understand how the system processes Item ID vs. New Item ID fields. The guide also covers how to review import results, verify changes, and use the Info panel for required field guidance. Following these steps ensures accurate updates without duplicating items.
- Navigate to Admin > Import File and select Item as the Import Type to begin the Item Import or Update process.
- Download the Sample Template to view all Available Fields and ensure your Column Headers match the system’s required Header Names exactly.
- Prepare Your Import File by including the appropriate columns: use Item ID for existing items being updated and New Item ID for brand-new items being created.
- Enter Both Item ID and New Item ID when changing Part Numbers so the system knows which Current Item to update and what the New Part Number should be.
- Leave Out Item ID and Use Only New Item ID when adding brand-new items, as the system will recognize and create them without duplicating records.
- Include Updated Fields (Optional) such as Description or other supported columns; if Unit of Measure is left blank for new items, it will default to Each.
- Remove any Columns not needed from the template and do not leave them blank as the system will clear them out if they're blank in the import, but filled in in the system.
- Upload the File Using Choose File and wait for the system to process the import.
- Review the Import Results by confirming the Green OK status, checking for Errors, and validating the Counts of Updated or Created Items.
- Verify the Item Record by searching the updated Part Number and reviewing the Audit Section to confirm changes, including Timestamps and Field Updates.
- Click the Info (I) Icon next to the Import Button to review General Rules, Required Fields, and Import-Specific Guidelines before running future imports.
- Contact Support if Needed if you encounter Import Errors or are unsure about required fields or validation messages.