How do I import brand new item data into Yellow Dog?
Yellow Dog provides the ability to import items into the database. Using this feature must be done with extreme caution. If mistakes are made during the import process, and development is required to rectify those mistakes, there will be a labor charge to clean them up. There are import templates attached at the bottom of this article. This permission is typically only given to admin permission users, and if you do not have permission to see Import Data please see your onsite admin for additional permissions
Prior to importing:
- Unique Identifier: Every item will need to have a unique identifier assigned in the spreadsheet. The identifier does not have to relevant to Yellow Dog. In this example we used YDTest001, YDTest002, YDTest003, etc
- Confirm your file is in a CSV format not an excel file
- Confirm the levels/departments you want your items to be in have been created in Yellow Dog
- Confirm the vendors that be assigning to your items have been created in Yellow Dog. (Spelling, upper/lowercase must match verbatim what is in Yellow Dog and what is in your import sheet)
- Review your data! Take time to review the data you want to import prior to importing. Address anything that seems incorrect prior to importing.
Column Mapping:
· Code vs Description-when mapping the vendor/manufacturer and level fields you will have the option of using the name/description of the level or vendor or the code that has been assigned.
· When mapping level and vendor/manufacturer fields, you will want to ensure that the option for Description or Code(identifier) that is the option that is chosen.
Importing:
- Navigate to System Setup and select Import Data:
- Navigate to the three black dots to the right of Import File to navigate to the file on your computer that you are importing. *Note: the file will not populate if it is open on your computer while you are trying to import*
- Confirm the store(s) the items will be imported for
- You will now see the data in your file populate.
- Right-Click in the Column headers to map your columns to the corresponding fields in Yellow Dog. Please see the attached import field Key for a full list of all the fields that cat ban be imported.
- Map all columns that you want to import.
- Select Import
- Confirm that you have checked all your column mapping
- Wait for your items to import. *Note: the larger the file, and the more fields you are importing the longer it will take to process the data.*
- Once the import is complete Select Update Item SKUs in the bottom right. *Note: This feature is an additional permission to Import Data*
- Confirm your items are appearing in Yellow Dog with SKUs. You may have to hit refresh data to see SKUs populate. *Note: In some cases, maintenance will have to run over night for SKUs to populate*
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