🏷️Importing Inventory

This article will guide you on how to import inventory

If you use matrix products, refer to the Importing Matrix Products page on how to properly prepare matrix product data for importation into TAKU.

  1. Go to Settings > Import > Inventory List

  2. On step 2 of the import data process you will be presented with 3 options to import inventory pertaining to how duplicate records should be handled.

  3. If you do not have any import files prepared, you can download the appropriate template by clicking on Download Inventory Template

If you will be importing matrix items, please refer to the Inventory Options Settings page first to set up the options that will appear in the import file.

  1. When you are ready to import click Associate File, this will open an file explorer so that you can select the import file.

  1. Click Next

  2. On this screen the import file will be checked for any errors. It will indicate how many rows are OK and how many have ERRORS. If there are errors listed, click on Download Error File, which will generate a file that indicates the errors on each row. Make the required changes and then press Import New File, alternatively you can restart from step 1 with the corrected file.

Import errors will be listed on the first column.

  1. If all rows are OK and there are no errors, proceed to import by pressing Import Now. There will be a progress bar indicating the current progress, please leave the webpage open to complete processing.

  1. Upon completion an Import Summary will be displayed which will indicate how many successful or failed records were imported.

🙂Personal Accounts Import🏢Commercial Accounts Import📇Commercial Contacts Import

Last updated

© TAKU Canada Ltd.