Import Items

Overview

You must first use the GoldFinch Import Item routine to import and create items. (Import Items Template)

You can then use the Salesforce Import Wizard to import additional item fields. (Import Additional Fields Items Template)

Import Items Template

Before importing the Items, the following tables will need to be set up in GoldFinch:

• Units of Measure

• Item Category (If used)

Populate the Import Items Template with the information on the Items that will be imported.  This template will be used to import both Inventory and Service Items. Sample data is available in the template for you to use as a guide. 

Import Items Template 120922.xlsx

Before you save the file, remove all rows before the column header row.

Save the file as a CSV.

Create a second file for additional fields and use Salesforce Import Wizard to import them. See Importing Additional Fields at the bottom of the page for more information.

1. To set up custom Sales Prices, use Import Sales Prices

2. To set up Vendor Item No., import or enter to Cross References

Import Using Import Template

Open the App Launcher.  Search for Import Items.

Import the .csv file using the following steps:

1. Select the Import CSV button. Do not select the Import button.

   

2. Select Choose File, then browse to select the file to be imported.

3. Select Upload File

The function will bring the data into the Import Items object.  

Process Records

• Once the information has been imported, you can view the data before it is processed and the Items records are created.

• Select the Create Items button to process the data.

• You can select the individual record(s) you want to import; if you don't select any records, GoldFinch will process all the records where Processed is NOT checked.

• After the Items have been successfully created, the Processed field will be checked.

Error Resolution

• If there are any errors, the Items will not be created until the errors have been resolved.

• You will see the reason for the error in the Error Text field.

• Edit the information in the Import Item record to resolve the error.

• Once all errors have been resolved, create the items.

Mass Delete

The Import Item function has a feature to Mass Delete data.  This feature is useful if you import data then before you create the Items, you want to delete the records.

• Select the Mass Delete button to delete the data.

• You can either select the individual record(s) you want to delete or if you don't select any records, GoldFinch will delete all the records where Processed is NOT checked.

• If you want to delete all records in the table, use the Developer's Console.

Importing Additional Fields

Populate the Import Additional Fields Item Template with the additional fields that you want to add to the Items.

Import Additional Fields Item Template.xlsx

Save the file as a CSV.

Open the App Launcher. Search for Items.

Note: You should be in Items. Do not go back to Import Items.

Import the .csv file using the following steps:

1. Clicking on the Import button in the Items list will open up the Import Data Wizard filtering on the Items Object.

   

2. Click on the Items object.

3. Click Update existing records.

   

4. This will open a window to allow you to choose mapping information. (No need to fill out)

5. Drag or upload the Import Sales Price template CSV file.

6. Click Next.

7. Review the Field Mapping.

8. Click Next.

9. Click Start Import.

10. Salesforce will load the Bulk Data Load Jobs page, showing the current status of all records being imported in separate batch jobs.

11. After completing the batch job, the results will show whether the records were created or failed.

12. Review the View Result CSV file if any records fail.