The Import Helper tool in Checkin is located under Products > Import Helper. The Import Helper tool can be used to import product data from other sources into CheckIn, and to verify that the data is valid and will work correctly.
In the "Import Helper" window, click on the "Example File" button to create and open an Excel file (in User > Documents) that will be used to import multiple products. Do not move or rename this file.
Enter information for the products to be imported into the template. These fields must be used:
Product_Code
Manufacturer
Supplier_Code
Supplier
Item_Name
Department
Category
Cost
Retail Price
Other fields are optional. Use "Y" or "N" for the "Track Serial Number" and "Inventoried" fields.
Once all information has been entered and checked, save the file.
In the "Import Helper" window, click on the "Import File" button to bring this information into CheckIn.
Once the data is imported, it can be edited or deleted, as necessary. CheckIn will warn if required information is missing from the imported data -- click on the small "triangle" icon to the right. In the example below, we're missing the Tax Code for each product.
A simple way to input missing data is to enter or select it in the first entry, and use the "Replace" button to apply that change to each of the entries. In the example below, I've selected the appropriate Tax Code for the first entry.
By clicking the "Replace" button, I can replace that information for each of the entries.
Once you're confident that data for the imported products is correct, click the "Add to Checkin" button.Each entry will create a corresponding Product Card in CheckIn, which can be edited and updated as needed.
