Creating an order import template for an excel file with multiple headers | PPS v4.0.28
- To create a template go to the setup gear on the right and go to manage templates
Manage Templates dropdown with Import Templates link at the bottom
- Select Import Templates
- This screen will appear. It shows you all your current templates. To make a new template press “create import template” button
Create Import Template with multi header selection highlighted
- To make a template that supports multiple header you have to select this in the top left of this page
- You will see extra fields appear as identified below
Enter a name for the template – if this is for a specific customer choose their name
The file type is excel
The import mapping type is orders
The example below has three header rows.
The first header row is on row 1, the second header row is on row 9, and the third header row is on row 17
You then press the choose file button and select the file you want to work with. At this point you are not actually going to import you are setting up the template to use when you import. So select a file identical in format to the one that you want to import
Once you have selected the file the screen will look very similar to the screen from the previous import setup with a single header row. The system brings in all the header and lists them on the left
On the left of these names is a box then when selected will avoid that field being imported
On the right are fields that you can import into
Once you have mapped your field names to the fields in MyProduce you can run a preview
The preview allows you to walk through the data in your test file by pressing next and previous
This system requires some field to be present in order to work. These are stated at the top of the page and are order number, line ordered qty and line product GTIN
If there is an error in the file or you have not selected a mandatory field you will see the following errors
This will allow you to quickly identify what field are missing or have an issue
Once done and checked with preview with no errors press save
You will see the template pop up in list of templates
You are ready to run the import into your system
You can of course come back here and delete a template or edit it
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