Import master data from the current template

Procedure

1. Open Master data and settings > Initial filling. Select the object type to import, such as Counterparties, and choose Next.
2. Download and save the current template from the import wizard. Keep the column headings and structure.
3. Fill the mandatory columns identified in the exported template. Use one small identifiable sample and existing references where required.
4. Use the spreadsheet-import action and select the prepared file and wait for the import to finish. Read any row-level errors before starting another import.
5. Find the imported records in the target catalog and reopen them. Compare the intended count, identity fields and references with the file.
6. If a row failed, correct the reported field and confirm the importer’s update/duplicate behavior before reimporting. Do not assume rerunning the entire file updates existing records.

See also: Configure item types, attributes, names and duplicate checks, Assign and test an item barcode.