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Excel Import screen

The Excel Import screen allows the user to import item data into the inventory by creating, populating, and importing a formatted Excel file.

Use the Excel Import screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

   

2. Select Inventory Management > Excel Import from the main menu to display the Excel Import window.

   

3. Complete the desired procedure(s) with onscreen features.

   Include/Exclude checkbox	Check a tax type's Include/Exclude checkbox to apply the tax to the items being imported. Uncheck the checkbox to import items without applying the tax type.
   Select Excel File to Import button	Click the Select Excel File to Import button to import the formatted Excel file.
   Template button	Click the Template button to export an unpopulated template (formatted Excel file).
   Template with System Data button	Click the Template with System Data button to export a template (formatted Excel file) populated with all item data from the system.

   • Import Inventory Item Data