Hi again Everyone
I am setting up a new store in Pastel - is there a way to import directly from Excel or will I need to retype my inventory?
Elaine
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Hi again Everyone
I am setting up a new store in Pastel - is there a way to import directly from Excel or will I need to retype my inventory?
Elaine
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It can be done but is quite complicated. If you do not have zillions of product codes I suggest you add these in the normal way.
Martin Coetzee
Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
We solve your fastening problems.
www.straptite.com
You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan † 05/03/2011
Hi Elaine,
It is possible to import your inventory masterfile data from a Excel CSV file, but it needs to be set up in a very specific layout.
Give me a shout if you need any assistance - I can log onto your system remotely.
Neville Bailey - Sage Pastel Accounting Consultant
www.accountingsoftwaresupport.co.za
neville@accountingsoftwaresupport.co.za
IronTree Online Solutions
"Give every person more in use value than you take from them in cash value."
WALLACE WATTLES (1860-1911)
I have about 1000 items - what layout should it be in?
Go to Pastel Help and search under Index for Export / Import - you will find the layout requirements there.
Another way of finding out what the layout is, is to create one stock item manually and the export the inventory masterfile onto a CSV file - then you can simply copy and paste your other stock items from your Excel file.
Beware - if you have never done this before, you are bound to get frustrated as the formats of the various columns have to be precisely correct!
Neville Bailey - Sage Pastel Accounting Consultant
www.accountingsoftwaresupport.co.za
neville@accountingsoftwaresupport.co.za
IronTree Online Solutions
"Give every person more in use value than you take from them in cash value."
WALLACE WATTLES (1860-1911)
Dave A (29-Jul-11)
That is what caused me to give up eventually but for a 1000 items it would be worth while to battle a bit.
As Neville said...........it is the formats that gets very tricky.
My suggestion would be that you do the export and just add one item and play around till you get the file to import correctly, then add the other items.
Martin Coetzee
Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
We solve your fastening problems.
www.straptite.com
You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan † 05/03/2011
Hi all
Once again - I am back...
As a new Pastel user I have found this very frustrating....
Can one of you experts out ther help me If I give you an example of what I want in my inventory file?
Elaine
Hi Elaine
On your pastel - go to edit, inventory, item file just create one item by putting in all the information on all the tabs as you would like it done. save this
Then go to File, export/import, export inventory items
click on the export inventory file and expand it, choose where you would like to have it saved and the name. before you hit save put .csv after the file name
click save,process
this will have the file in an excel format and you can copy and paste what you need from your orignal excel file to the new one. and you can just import it again the same way just remember to untick the box which states map fields
Geraldene Kapp
Professional Tax Help
www.mytaxhelp.co.za
Hallo people
Why is it so difficult for Pastel or softline to load an excel template with all the column fields with the correct headers.
common make it simple stupid for goodness sake.
Martin Coetzee
Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
We solve your fastening problems.
www.straptite.com
You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan † 05/03/2011
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