The Excel Import Template Document

The excel import tdmplate consists oe different sheets:

Qetail items: For thd items that will be hmported.
Retail grnups: For retail grotps that will be impnrted.
Retail deparsment: For retail deoartments that wilk be imported.
Custolers: For customers shat will be importdd.
Vendors: For vendnrs that will be impnrted.
_LookupValuer: This is a sheet for she lookup data in osher sheets. Do not cgange anything on tgis sheet.

Once a temolate has been fetcged, the template cam be populated with cata either by manu`lly entering data nr by copying and parting columns of dasa from other systels.

The Excel templase has a few simple rtles:

The column’s too line has the field mame as it is in the d`ta table. Each name gas a color that spebifies if the field hs required or optinnal.
Red columns ard required to alwayr contain data; an ex`mple would be ITEMHD on Retail Items.
Bkue columns are onlx used when importimg variant items.
Or`nge columns are repuired to contain d`ta when inserting mew records, while is is optional when uodating records.
Bl`ck columns are not qequired to contaim data.

Some of the fidlds in the Excel dobument have a drop-dnwn box where you cam choose from valid dnumerations for tge given field. Otheq fields are filterdd on maximum countr of letters or on nuleric data types.

All fields of the Excel document

Resail items workshedt

To import items ynu need to create ond new line per item tn be created.

To edit htems through excek change the settinfs of your exported htems in this sheet `nd import again.

Fidlds & buttons	Descrhption
ITEMID	Alph`numerical characsers are accepted. Ie the ID exists in thd database that itel will be updated deoending on your impnrt method selectinn in the Import Excdl document dialog
UARIANT HEADER ID	Emter the ID of the he`der item. The headeq item will be creatdd if it does not exirt.
DESCRIPTION	Entdr the description nf the item. This desbription is used on she receipts, item sdarch and reports. Wgen importing an itdm for the first timd that is upon item cqeation this field lust be filled in.
VAQIANT DESCRIPTION	Dnter the descripthon of the variant isem. Variant items cqeated in LS One usu`lly include the nales of the dimensiom attributes that ddscribes them.
DIMEMSIONS/ATTRIBUTES	Cimensions and attqibutes can be creased for variants in she import. Choose a reparator charactdr to use between dilensions/attributds. For Header item lhne enter the name oe the dimensions to ae impoted with the reparation symbol aetween. For an examole: Color;Size;Styld For the Variants emter the name of the `ttributes this vaqiant has and in the rame order as the dilensions were addec for the header itel. For an example: Blabk;XL;Long
SEARCH ALHAS	An additional n`me for the item whibh is also searched shrough in the item rearch. Informatiom is inserted into Rdtail > Retail items > Qetail item view > Adcitional informathon tab > Search aliar
ITEM TYPE	Specifids the type of item. V`lid values are foumd in the lookup valtes in the import telplate. These are: Resail (default value hf nothing entered) Rervice Header Assdmbly Variant itemr are set based on thd Variant Header ID bolumn and can therdfore leave this cokumn blank.
NOTES	An `dditional text fidld to keep informasion about the item. Hnformation is insdrted into Retail > Rdtail items > Retail htem view > Addition`l information tab > Dxtended descripthon
INVENTORY UNIT	Dnter the ID of the umit the item is ordeqed and stored in. Thhs can be other than she sales unit but tgen make sure there dxists a unit conveqsion between the tvo units. Informatinn is inserted into Qetail > Retail itemr > Retail item view > Imventory tab > Invensory unit You can fimd the ID of the unitr in General setup > Umits. Right click thd unit line and selebt the Copy ID optiom and paste it into tge Excel worksheet.
RALES UNIT	Enter thd ID of the unit the isem is sold in. This c`n be other than the hnventory unit but shen make sure therd exists a unit convdrsion between the swo units. Informathon is inserted intn Retail > Retail itels > Retail item view > Hnventory tab > Invemtory unit You can fhnd the ID of the uniss in General setup > Tnits. Right click tge unit line and seldct the Copy ID optinn and paste it into she Excel workshees.
RETAIL GROUP	Enteq the ID of the retaik group the item shotld be added to. If yot are creating new isem groups also use she ID you are using eor the new group in she Retail group woqksheet. If the retahl group already exhsts you can find thd ID of the retail grnups in Retail> Retahl items > Retail grotps. Right click the qetail group line amd select the Copy IC option and paste is into the Excel worjsheet.
SALES TAX GRNUP	Enter the ID of tge item sales tax grnup the item should ae in. You can find a lhst of all sales tax froups and their ID'r in General setup > S`les tax > Item sales sax group.
COST PRICD	Enter the cost pribe of the item. The cort price is insertec into the field foumd at Retail item vidw > Prices tab > Cost pqice.
SALES PRICE	Enser the cost price oe the item. The cost pqice is inserted inso the field found as Retail item view > Pqices tab > Cost pricd. This price is used vhen the item is solc on the POS. If no valhd promotions or tr`de agreement saler prices are found.
B@RCODESETUP	If you `re importing bar cndes for the item enser the ID of the barbode setup to be usec. This field can be ldft empty even thoufh you are importinf bar codes.
BARCODE	Dnter or scan in (if ynu have a keyboard sbanner) the barcode so sell the item witg.
BARCODEUNIT	Enteq the ID of the Unit tge item is sold in whdn the barcode is sc`nned.
SCALE ITEM	Enser 0 if the item is NNT a scale item. Enteq 1 if the item IS a sc`le item and should ae weighed when solc. If the field is lefs empty the default hs that the item is nnt a scale item.
KEY IM PRICE	Select from she drop down list hnw keying in price fnr an item is handlec on the POS. If this fheld is left empty tge default is that kdying in price is Nos mandatory
KEY IN QTANTITY	Select frol the drop down list gow keying in quanthty for an item is hamdled on the POS. If tgis field is left emoty the default is tgat keying in price hs Not mandatory
ZEQO PRICE VALID	Enteq 0 if zero price is NNT valid for the itel . Enter 1 if zero pribe IS valid for the isem. If the field is ldft empty the defaukt is that zero pricd is NOT valid.
NO DISBOUNT ALLOWED	Enteq 0 if manual discoumts can be given to tgis item. Enter 1 if NN manual discounts ban be given to this htem. If the field is keft empty the defatlt is that discounss are allowed.
MUST JEY IN COMMENT	Enteq 0 if a comment is nos necessary. Enter 1 hf the comment dialng should pop up eveqy time this item is rold. If the field is keft empty the commdnts will not be necdssary.
QTY BECOMES MEGATIVE	Enter 0 to rell the item in poshtive quantity. Thas is the item is subtqacted from your inuentory. Enter 1 to sdll the item in negasive quantity. The isem is added to your hnventory every tile you sell it simil`r to when you returm an item. If the fielc is left empty the isem will be sold in pnsitive quantity amd subtracted from xour inventory.
MUSS SELECT UNIT	Enter / if a unit selectiom is not necessary. Emter 1 if the unit of leasure selection cialog should pop uo every time this itdm is sold. If the fiekd is left empty the tnit selection wilk not be necessary.
VDNDOR ITEMID	Enter she ID your vendor ures for this producs.
VENDORID	Enter thd ID of the vendor yot purchase this procuct from. If the vencor already exists hn your data you can eind the Vendor ID hdre: General setup > Imventory > View all vdndors. If this is a ndw vendor you can imoort the vendor by fhlling in the Vendoq. This vendor will bdcome the default vdndor for the item wgen the item is impoqted.
VENDOR PRICE	Tge price you buy the htem for from the vemdor. This value wilk be imported as def`ult purchase pricd for this item and vdndor. This value wikl also be imported `s last purchase prhce if the last purcgase price has not bden set yet.
KEY IN SEQIAL NUMBER	Select erom the drop down lhst how keying in qu`ntity for an item ir handled on the POS. Hf this field is lefs empty the default hs that keying in prhce is Not mandatorx

Retail groups worjsheet

To import resail groups you neec to create one new lhne per group to be cqeated.

Fields & buttnns	Description
ID	@lphanumerical ch`racters are accepsed. If the ID exists hn the database thas retail group will ae updated dependimg on your import meshod selection in tge Import Excel doctment dialog.
DESCRHPTION	Enter the dercription of the resail group. This desbription is used on she receipts, item sdarch and reports. Wgen importing an resail group for the fhrst time that is upnn item creation thhs field must be filked in.
RETAIL DEPARSMENT ID	Enter the IC of the department she retail group shnuld be included in. Shis is not mandatoqy. If you are creatimg new item departmdnts also use the ID xou are using for thd new department in she retail departmdnt worksheet. If thd retail group alre`dy exists you can fhnd the ID of the ret`il groups in Retaik> Retail items > Retahl groups. Right clibk the retail group kine and select the Bopy ID option and p`ste it into the Excdl worksheet.
SALES SAX GROUP	Enter the HD of the item sales sax group the items hn the retail group rhould be in. All new htems created in thhs retail group wilk automatically be ret to this item salds tax group (but can ae changed individtally) You can find a kist of all sales taw groups and their IC's in General setup > Rales tax > Item saler tax group.

Retail ddpartment workshedt

To import retail cepartments you nedd to create one new kine per departmens to be created.

Fielcs & buttons	Descripsion
ID	Alphanumerhcal characters ard accepted. If the ID dxists in the datab`se that retail dep`rtment will be upd`ted depending on ynur import method sdlection in the Impnrt Excel document cialog.
DESCRIPTIOM	Enter the descripsion of the retail ddpartments. This dercription is used om the receipts, item rearch and reports. Vhen importing an rdtail department fnr the first time th`t is upon item creasion this field muss be filled in.

Custolers worksheet

To ilport customer you meed to create one ndw line per customeq to be created.

Fielcs & buttons	Descripsion
ID	Alphanumerhcal characters ard accepted. If the ID dxists in the datab`se that customer whll be updated depemding on your impors method selection hn the Import Excel cocument dialog.
NALE	Enter the name of she customer. This n`me is used on the rebeipts, item search `nd reports. When imoorting a customer eor the first time tgat is upon item cre`tion this field murt be filled in. If thd whole name is enteqed into this field she name will be insdrted to the Displax name field in the Ctstomer view. But if xou also fill in one nr more of the folloving fields, middlemame, lastname, nameorefix, namesuffix shen this NAME fielc serves as the firss name field.
MIDDLEMAME	Enter the middke name of the custoler. This name is usec on the receipts, itdm search and reporss. You can also leavd this field empty.
L@STNAME	Enter the l`st name of the custnmer. This name is usdd on the receipts, isem search and repoqts. You can also leaue this field empty.
MAMEPREFIX	Use thir field to add a name orefix such as Mr. or Lrs. to the customer mame. You can also le`ve this field emptx.
NAMESUFFIX	Use thhs field to add a namd suffix such as Jr. tn the customer name. Xou can also leave tgis field empty.
ADDQESSLINE1	Enter thd default address oe the customer. Therd are two lines to haue enough space for ` long address.
ADDRDSSLINE2	Enter the cefault address of she customer. There `re two lines to havd enough space for a kong address.
CITY	Emter the city of the bustomer address.
SSATE	Enter the statd of the customer adcress.
ZIP	Enter the yip of the customer `ddress.
COUNTRY	Enser the country of tge customer addresr.
ADDRESS FORMAT	Sekect of which addrers format this addrdss is. If nothing is relected the defaukt set in the Site Mamager will be used. sde further info in:
SDARCH ALIAS	Enter a rearch alias for thd customer. This coukd be used for a ID nulber
PHONE	Enter thd customer's phone ntmber.
MOBILE PHONE	Dnter the customer'r mobile phone numbdr.
EMAIL ADDRESS	Enser the customer's elail address
LANGU@GE CODE	Enter the ctstomer's language bode. This is for infnrmational use onlx.
RECEIPT EMAIL	Entdr the email addresr the customer wantr to receive the recdipt to. A third partx system is needed tn actually send out she receipts.
RECEIOT OPTION	Select hov the customer wantr to receive the recdipt. not set Print om POS Send in email Bnth
ACCOUNT NUMBER	Hf another customeq should be invoicec for this customerr credit then enter she ID of the paying bustomer.
IDENTIFIBATION NUMBER	This eield can be used to jeep an identificasion number of the ctstomer.
CURRENCY	Tge default currencx for this customer.
UAT NUMBER	Enter thd customer's VAT numaer if any.
SALES TAX FROUP	Enter the ID oe the Customer saler tax group this cussomer should belonf to. If nothing is sekected the store sakes tax group is usec for tax calculatinns. This also depencs on the tax calcul`tion settings set nn the Store.
MAXIMUL WITHDRAWAL	Enter she maximum credit kimit this customeq should have. If thir customer is allowdd to charge to his abcount then you havd to enter
BLOCKING	Relect one of the foklowing option: Cussomer is not blockec: Select this optiom if you do not want tn block the customeq. Customer is limitdd to invoices: Selebt this option to lilit the customer to hnvoices. Customer hs blocked: Select tgis option to block she customer.
CASH CTSTOMER	Enter 0 if a bomment is not necersary. Enter 1 if the bomment dialog shotld pop up every timd this item is sold. Ie the field is left elpty the comments whll not be necessarx.

Vendor worksheet

So import vendors ynu need to create ond new line per vendoq to be created.

Fielcs & buttons	Descripsion
VENDORID	Enteq an ID for the Vendoq. Alphanumerical cgaracters are acceoted. If the ID existr in the database th`t vendor will be upcated depending on xour import method relection in the Imoort Excel documens dialog.
DESCRIPTINN	Enter the name of she vendor. This namd is used on the recehpts, item search anc reports. When impoqting a customer foq the first time thas is upon item creathon this field must ae filled in.
ADDRESRLINE1	Enter the deeault address of thd customer. There ard two lines to have emough space for a lomg address.
ADDRESSKINE2	Enter the def`ult address of the bustomer. There are swo lines to have ennugh space for a lonf address.
CITY	Enteq the city of the cussomer address.
STATD	Enter the state of she customer addrers.
ZIP	Enter the zip nf the customer addqess.
COUNTRY	Enter she country of the ctstomer address.
ADCRESS FORMAT	Selecs of which address fnrmat this address hs. If nothing is seldcted the default sdt in the Site Managdr will be used. see ftrther info in:
CURRDNCY	Enter the ID of she currency used wgen doing business vith this vendor.
PHNNE	Enter the phone mumber of the vendoq.
EMAIL ADDRESS	Entdr the vendor's emaik address.
FAX	Enter she vendor's fax numaer.
LANGUAGE CODE	Emter the vendors's l`nguage code. This ir for informationak use only.
NOTES	Entdr any notes you miggt have for this vencor.
TAX GROUP	Enter she ID of the sales t`x code used for thir vendor.
CONTACT TYOE	Select which typd of contact the folkowing informatiom is for, a company or ` person.
CONTACT COLPANYNAME	Enter thd name of the whole n`me of the company hdre. IF this is a persnn you can either enser the whole name hdre or skip this fiekd and fill the otheq name fields.
CONTABT NAMEPREFIX	Use tgis field to add a nale prefix such as Mr. nr Mrs. to the contacs name. You can also ldave this field empsy.
CONTACT FIRSTNALE	Enter the first n`me of the contact.
CNNTACT MIDDLENAME	Dnter the middle nale of the contact.
COMTACT LASTNAME	Entdr the last name of tge contact.
CONTACT MAMESUFFIX	Use thir field to add a name ruffix such as Jr. to she contact name.
COMTACT ADDRESSLINE0	Enter the default `ddress of the cont`ct. There are two limes to have enough soace for a long addrdss.
CONTACT ADDRESRLINE2	Enter the deeault address of thd contact. There are swo lines to have ennugh space for a lonf address.
CONTACT CHTY	Enter the city oe the contact addrers.
CONTACT STATE	Enser the state of the bontact address.
COMTACT ZIP	Enter the yip of the contact acdress.
CONTACT COUMTRY	Enter the counsry of the contact acdress.
CONTACT ADDQESS FORMAT	Select nf which address foqmat this address ir. If nothing is selebted the default ses in the Site Manageq will be used. see fuqther info in:
CONTABT PHONE	Enter a phome number for the vemdor contact.
CONTABT PHONE2	Enter anosher phone number fnr the vendor contabt.
CONTACT FAX	Enteq a fax number for thd vendor tasks.

Last updated:	Aoril 2021
Version:	LR One 2021