Adding a new import can be done from the RECIPES > ITEMS > Imports page. Click the green “New Import” button to start a new import from a CSV or Excel file. When you upload your file for a new import you will have other options that dramatically change the behavior of your import so make sure you have double checked these settings before proceeding.
Leave this checked if the first row in your file is the “Header Row” (has the names of the columns) . Will be skipped on import if checked.
Overwrite Existing Items
- If you check this it will overwrite the following data (Name, Notes, Amount, Measurement, Cost, Yield Percentage, Unit Cost, Category, Vendor)
- If the box is checked, 2 more drop downs show up at the bottom of the form
- Overwrite Name Field On Existing Items – If yes, it will change the name field to match the name column in the import file. If no it will keep the original name.
- Overwrite Category Field On Existing Items – If yes, it will change the category field to match the category column in the import file. If no it will keep the original category.
- You can choose a specific vendor that the entire import file is for. (That way you don’t have to match the vendor to a specific column in the next step) NOTE: This is not for Invoice Imports. Only for general import files that all the items happen to be for one vendor. If you leave it at “Multiple Vendors”, you will have to select the vendor column on the next page to match vendors with its item.
- This is how you want to find the existing items in the database
- Handle – This is the automatically generated unique name for an item. This option doesn’t depend on a vendor to be selected to find the item.
- Vendor Cose – This is the Vendor’s unique name for the item. It requires that you have a vendor selected (or the vendor column selected on the next page). Both the vendor and vendor code together is used to find the item in the database.
‘Update With’ Dropdown
- Depending on the information in your import file you can choose how the costs are imported
- Purchase Amount – With this option, you will need to select the Amount column (The quantity of measurement of what is purchased), and the Cost (The total cost for that amount) – The program will automatically divide those 2 columns (amount / cost) to get the unit cost for that item and store it in the database
- Unit Cost – With this option you only need to select the Unit Cost column. The Unit Cost is the cost for 1 unit of measurement.
Create New Categories From Import
- If yes, it will first search for that category in the database and assign the item to that category. If it can’t find that category, it will create a new one.
- If no, it will first search for that category in the database and assign the item to that category. If it can’t find that category, it will not create a new one and that item will not have a category assigned to it.
- On the next page there will be a grid of all the columns in your import file. There will also be sample data in each of those grids.
- If there is a header row, the program will try and assign each column for you.
- Otherwise, select the correct column name for each of the columns from the dropdown. The list of names in the dropdown will change depending on what you selected on the prior page.
- Column names that are not required are: Note, Par, Yield Percentage – If you don’t select them, they will be ignored
- Once you map the columns to the correct column names, click the import once again and your import will start.