Item import

Now, we'll look at an item import. Let's review the following file to be imported:

Item import source file

This is essentially a kit import because the Computer Bundle is a Kit, made up of a Computer Desktop, Printer, Monitor, and Bluetooth Keyboard. Our first step is to check whether the components already exist in the database. Assuming they do not, we will need to execute two imports containing three files in order to accomplish this.

Inventory import

We will import the components of the Kit as inventory items and the inventory source file will look like this:

Manipulated source file containing inventory components of the Kit

This file needs to be saved and imported as inventory items:

1. Save as the file type as CSV.
2. Go to Setup | Company | Import /Export | Import CSV records.
3. Select Type Item, Subtype of Inventory.
4. Select the file and click Next.
5. Choose Add and click Next.
6. Map the required fields, such as tax schedule, or select a default value.
7. Map the remaining fields.
8. Use the pricing...