You can upload updates to existing data in Unleashed by exporting and importing the relevant CSV templates. This process will help you to setup and manage your system faster and more accurately. You can import data at any time.

For a full list of the data sets that can be imported to Unleashed, see below:

• Purchase Orders (new orders only)
• Warehouse Transfers
• Stock Counts
• Stock Revaluation
• Products (Stock on Hand, Serial Numbers, Batch Numbers, Product Suppliers, Inventory Details, Product Attributes, Product Pricing, Supplier Quantity Pricing and Alternate Units of Measure)
• Markup Price Update
• Bill of Materials
• Assemblies
• Sales Quotes
• Sales Orders
• Customers (Delivery Addresses, Customer Contacts, Customer Pricing and Change Codes)
• Suppliers (Supplier Contacts and Change Codes)

All transaction imports will only create the transaction in a "Parked" status, giving you the opportunity to review the import and make adjustments when necessary before completing. 

NOTE: You cannot import historical data for Purchase Orders, Warehouse Transfers, Assemblies, Stock Counts or Stock Adjustments. However, you can import historical Sales Orders and Credit Notes using the BI Vision module. For more details, see Upload historical Sales Data to BI Vision

Import Template Checklist

• You must use the Unleashed templates for importing data. These can be exported from each Import/Export page within in Unleashed.
• It is recommended to keep an original export of your data as a backup, before importing an updated template to Unleashed. 
• Ensure that the header columns of your importing template identically match the Unleashed's template. Renaming column headers will cause import failures and removing columns may result in the field updating as a blank value when imported to Unleashed.
• You must complete all mandatory fields marked with an asterisk (*).
• If you import address details, you must specify an "address name".
• You must enter tax as a numeric value. For example: if the tax rate is 15%, you must enter the value as 15.
• Do not insert invalid characters i.e; commas, line breaks, percentage symbols etc.
• Ensure number values such as phone numbers or barcodes e.g. 3400004000500 are not saved as  scientific formats like "3.4E+12" in the template. If this happens, you must update the cell format to a number value.
• If you reuse the export template for subsequent imports, it is recommended to delete any rows that you are not due to be updated. This will speed up the import process as well as reduce the risk of inadvertent updates.
• When reusing previously imported files, note that if you remove data from the non mandatory fields, this will remove the data from Unleashed upon importing.
• You must save the file you are importing as a csv file format. Ensure that the file encoding is Unicode (UTF-8).

Monitor the progress of your import via the task bar, found in the burger icon in the top right of your Unleashed page. Once an import file has been uploaded and is in progress it cannot be cancelled or removed from the upload queue. We recommend uploading one file at a time, allowing each to complete before uploading the next to ensure they upload efficiently and accurately.

In the notification, the following statuses will be displayed for each import: 

• Orange circle: In progress
• Red cross: Import failed or had errors.
• Green tick: Import completed successfully. 

If the import failed, click the task for further details on why the import failed to import. You will also receive an email to your user address confirming the import's been completed and it will provide further details on the import's success or failure.

For more details on how to resolve any errors when importing templates to Unleashed, see Troubleshooting Import Errors.

Importing data Tutorial Video