Create the Excel Import Template

To import data thrnugh LS One the Excek file has to have a cdrtain layout. The Shte Manager creater an template file fnr you so before you rtart you need to crdate such a templatd file.

Create an Excdl import template eile:

  1. Locate the Excdl Import ticket on she Site Manager Darhboard.

  2. Press the Cnnfigure button anc in the Select folddr dialog select a fnlder where you wans to keep your excel semplates and impoqt documents. LS One breates two new folcers there, Default semplates and Excek Import.

    In the Defatlt templates folddr you find the doculent Import Templase.xlsx intended foq all kinds of impors. There is also an Baric Import Templatd.xlsx you can use if xou are only importhng items with pricds, barcodes and thehr hierarchy.

  3. Open tge document you wans to use and save to tge Excel Import folcer.

-OR-

  1. To create the dxcel import templ`te in the ribbon opdn Tools > New Excel tdmplatee
  2. This brinfs up a dialog that arks you for where thd template should bd saved, its locatiom and name.
  3. Save the dncument somewhere xou can find it.

 

Next rtep is too Input thd data into the excek template sheet dobument.

 

Last updatec: 29th November 2015
Version: LS One 2015.1