Importing Items

The Master Data Import Worksheet
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Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Jesper Nielsen, Head of Onboarding

How to import items in the master data worksheet?

In this video, I’ll go through the import of items.

This is what happens in the video

So I will start to go to the master data import worksheet.

I’ll go to new and I will say import data.

I have to select the template and the template would be item.

Then I have to find my Excel work BOM and that will be the one called item.

I have to choose my Excel sheet and that will be import template where we have stored our data.

I can see my template here is now it is called item.

Action message is create, and in accept action messages, I have checkmark in all the lines I want to import.

In this case 3 lines.

I go to new and I say carry out actions and choose ok.

Now I can see I have import success which means that my 3 items are imported and all the lines are blank and just to make sure we go to the item card and item list and we have the items right here.