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Importing items through Import Manager

The following information represents a quick guide on how to complete a mass import of items. For questions or assistance with importing items, please contact support@posim.com or call 800.553.9314 to speak with a POSIM tech support representative.

NOTE: It is best practice to always backup the database prior to any type of import.

To begin an item import:

  1. Prepare and format a spreadsheet containing the item information. In one column include the item’s SKU. If a spreadsheet contains the SKU of an item that already exists in the POSIM Database, the information imported will update any mapped fields which correspond to the existing item card.  Create additional columns for each field on the item card.
    posim item import tech tip 1
    Example import spreadsheet: SKU in column A, field values in columns B-F
  2. From the POSIM Navigator, click on the Administration header. Select Utilities, then select Import Manager.
    posim item import tech tip 2
  3. Select “Items” from the dropdown on the import manager and press the browse button to find and select the spreadsheet file.
    posim item import tech tip 3
  4. Check the “First row is header” box if the first row of the spreadsheet only contains field names. If existing items or duplicate rows are found during the import, POSIM can be told to either skip or overwrite the data. The prompt option will allow the user to choose whether to skip or overwrite each duplicate entry as they are imported.
  5. Select the field name from POSIM on the left and double click (or single click then select “Add to Map”) the matching header name from the list on the right to map the data. If column headers from the spreadsheet match the field names in POSIM, pressing “Auto Map by name” will automatically map the data for you.
    posim item import tech tip 4
  6. Press “ Do Import” to begin importing the information.
    posim item import tech tip 5
  7. Before the import is attempted, POSIM will remind you to take a backup of your database. Select “Backup Now” to begin the backup. If you are not ready to do the import, press “Cancel”. If you have already taken a backup, press “Continue Without Backup.”
    posim item import tech tip 6
  8. After the import is finished, a message will say that the import is complete. POSIM will add all of the imported items to the database, with all of the field information populated onto the item card. If there are any errors, POSIM will list them at the end of the importing process.
  9. Spot check multiple item cards to verify the import was successful.
    posim item import tech tip 7
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[gravityform id="16" title="false" description="false" ajax="true" tabindex="88" field_values="guide=countdown-to-the-holidays"]
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Beer' >Liquor, Wine &amp; Beer</option><option value='Needlearts' >Needlearts</option><option value='Quilt, Fabric &amp; Sewing' >Quilt, Fabric &amp; Sewing</option><option value='Outdoor' >Outdoor</option><option value='Other' >Other</option></select></div></li><li id="field_16_11" class="gfield field_sublabel_below field_description_below hidden_label gfield_visibility_visible" ><label class='gfield_label' for='input_16_11' >CAPTCHA</label><div id='input_16_11' class='ginput_container ginput_recaptcha' data-sitekey='6LcWicwZAAAAAF6_JZFIf_bEpNSyHe5AsCdrkgmD' data-theme='light' data-tabindex='-1' data-size='invisible' data-badge='bottomright'></div></li><li id="field_16_15" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_16_15' >Comments</label><div class='ginput_container'><input name='input_15' id='input_16_15' type='text' value='' /></div><div class='gfield_description' id='gfield_description_16_15'>This field is for validation purposes and should be left unchanged.</div></li></ul></div> <div class='gform_footer top_label'> <input type="submit" id="gform_submit_button_16" class="gform_button button om-trigger-conversion" value="Send My Resource" tabindex="93" onclick='if(window["gf_submitting_16"]){return false;} window["gf_submitting_16"]=true; ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_16"]){return false;} window["gf_submitting_16"]=true; jQuery("#gform_16").trigger("submit",[true]); }'> <input type='hidden' name='gform_ajax' value='form_id=16&amp;title=&amp;description=&amp;tabindex=88' /> <input type='hidden' class='gform_hidden' name='is_submit_16' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='16' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_16' value='WyJbXSIsIjFmYmJkMmM5NDAyMGYzNTJmZGM3MmU0ODNlNDM2YjBmIl0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_16' id='gform_target_page_number_16' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_16' id='gform_source_page_number_16' value='1' /> <input type='hidden' name='gform_field_values' value='guide=countdown-to-the-holidays' /> </div> </form> </div> <iframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_16' id='gform_ajax_frame_16' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'></iframe> <script type='text/javascript'>gform.initializeOnLoaded( function() {gformInitSpinner( 16, 'https://posim.com/wp-content/plugins/gravityforms/images/spinner.svg' );jQuery('#gform_ajax_frame_16').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_16');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_16').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_16').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_16').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_16').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */ jQuery(document).scrollTop(jQuery('#gform_wrapper_16').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_16').val();gformInitSpinner( 16, 'https://posim.com/wp-content/plugins/gravityforms/images/spinner.svg' );jQuery(document).trigger('gform_page_loaded', [16, current_page]);window['gf_submitting_16'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_16').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_16').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [16]);window['gf_submitting_16'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_16').text());}, 50);}else{jQuery('#gform_16').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger('gform_post_render', [16, current_page]);} );} );</script>
[gravityform id="17" title="false" description="false" ajax="true" tabindex="88"]
<div class='gf_browser_unknown gform_wrapper gform_legacy_markup_wrapper' id='gform_wrapper_17' ><div id='gf_17' class='gform_anchor' tabindex='-1'></div><form method='post' enctype='multipart/form-data' target='gform_ajax_frame_17' id='gform_17' action='/knowledgebase/importing-items-through-import-manager/#gf_17' > <div class='gform_body gform-body'><ul id='gform_fields_17' class='gform_fields top_label form_sublabel_below description_below'><li id="field_17_6" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible" ><div class='ginput_container ginput_container_text'><input name='input_6' id='input_17_6' type='hidden' class='gform_hidden' aria-invalid="false" value='https://app-3QNL6WU154.marketingautomation.services/webforms/receivePostback/MzawMDG3NDO0AAA/' /></div></li><li id="field_17_7" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible" ><div class='ginput_container ginput_container_text'><input name='input_7' id='input_17_7' type='hidden' class='gform_hidden' aria-invalid="false" value='0994ba05-06b3-460d-b11c-4f3b11093ec9' /></div></li><li id="field_17_8" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible" ><div class='ginput_container ginput_container_text'><input name='input_8' id='input_17_8' type='hidden' class='gform_hidden' aria-invalid="false" value='POSIM' /></div></li><li id="field_17_11" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" ><label class='gfield_label' for='input_17_11' >First<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_11' id='input_17_11' type='text' value='' class='large' tabindex='88' placeholder='First Name' aria-required="true" aria-invalid="false" /> </div></li><li id="field_17_10" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" ><label class='gfield_label' for='input_17_10' >Last<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_10' id='input_17_10' type='text' value='' class='large' tabindex='89' placeholder='Last Name' aria-required="true" aria-invalid="false" /> </div></li><li id="field_17_2" class="gfield posim-email gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" ><label class='gfield_label' for='input_17_2' >Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_17_2' type='text' value='' class='large' tabindex='90' placeholder='Email' aria-required="true" aria-invalid="false" /> </div></li><li id="field_17_3" class="gfield posim-phone gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" ><label class='gfield_label' for='input_17_3' >Phone<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_phone'><input name='input_3' id='input_17_3' type='text' value='' class='large' tabindex='91' placeholder='Phone' aria-required="true" aria-invalid="false" /></div></li><li id="field_17_5" class="gfield posim-industry gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" ><label class='gfield_label' for='input_17_5' >Your Industry<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_select'><select name='input_5' id='input_17_5' class='large gfield_select' tabindex='92' aria-required="true" aria-invalid="false" ><option value='' selected='selected' class='gf_placeholder'>Your Industry</option><option value='Apparel' >Apparel</option><option value='Hobby' >Hobby</option><option value='Household' >Household</option><option value='Liquor_Wine_Beer' >Liquor, Wine &amp; 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