Import - Customers into ICXE

Description

The Datapel Inventory Controller Series supports a number of Data Exchange interfaces. Using the DataEx interface configuration information can be IMPORTED and EXPORTED from the ICXE database. 

This feature allow Administrators or Consultants to quickly configure the Inventory Management System Workspace with datasets already prepared in Excel or via export from other systems. Likewise, information already entered or captured by an Inventory Controller workspace can be exported to provide External Systems indirect access to stock tracking datasets.

Import Format

The format supported is:

• TSV (Tab Separated Variables)

Import Header

• XE import recognizes and skips header record. 
• All Headers must be kept in a particular sequence (refer to table below and sample attachment file). 

Detail Steps

The following support note describes how the ICXE files should be formed and how they are imported into the ICXE.

1. Create a folder that will be used to hold Import/Export files.

It is recommended that .txt file be named by their import/export type. (Transactions, Items, Suppliers, Customers, Shipping Methods, Custom Lists, Users)

2. Once preparations are complete within Excel save the transaction import file as a text (tab delimited).

3. Select File, Import, Customers...

4. Select Import Customers... and browse for the .txt file. Once selected Open File.

To check the system details of import the Status Report should be used.

CUSTOMERS HEADERS and FIELDS

Table below Provides an overview of ICXE Customers headers and a description on each field.

The Attachment CUSTOMERSLIST.txt file provides an example file of an Customers List Import.

Additional Information

It is recommended that the all customer imports be done in groups of 5,000 items or less.
Larger lists should be broken into lists of 5,000 items or less.. 

Related Information

None