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| import_and_export:importing_items [2023/07/05 13:35] – [17.01. Importing items] Mark Glover | import_and_export:importing_items [2025/02/28 23:53] (current) – Mark Glover |
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| {{indexmenu_n>10}} | {{indexmenu_n>10}} |
| ====== 17.01. Importing items ====== | ====== 17.01. Importing items ====== |
| You can import a tab-delimited text file of items by choosing **File > Import > Import items...**. | You can import a <wrap em>tab-delimited text file</wrap> of items by choosing **File > Import > Import items...**. |
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| <WRAP center round important 80%> | <WRAP center round important 80%> |
| * This command only imports (creates) items. You will need to do this when you are configuring mSupply for the first time, or when you are wanting to create a number of new items to your system. | * This command only imports (creates) items. You will need to do this when you are configuring mSupply for the first time, or when you are wanting to create a number of new items to your system or amend a number of existing items. |
| * <wrap em>This process does not introduce stock.</wrap> If you would like to import stock, see the [[import_and_export:import_items_and_stock|]] page. | * <wrap em>This process does not introduce stock.</wrap> If you would like to import stock, see the [[import_and_export:import_items_and_stock|]] page. |
| </WRAP> | </WRAP> |
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| | You can download the {{ :import_and_export:msupply_item_import_template.xlsx |mSupply Item Import template}} as a starting point for creating your item list. **Reading through this document before proceeding with the import process is highly recommended.** |
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| During import you can specify a number of things including: | During import you can specify a number of things including: |
| | 30 | AE | Default outer pack size | The number of default packs that fit in a carton. Filled in by default when receiving goods but can be simply overridden. | | | 30 | AE | Default outer pack size | The number of default packs that fit in a carton. Filled in by default when receiving goods but can be simply overridden. | |
| | 31 | AF | Default outer pack volume | The volume of an outer pack in m<sup>3</sup>, filled in by default when receiving goods but can be simply overridden. | | | 31 | AF | Default outer pack volume | The volume of an outer pack in m<sup>3</sup>, filled in by default when receiving goods but can be simply overridden. | |
| | | 32+ | AG+ | Item custom fields | After column AF (31), any custom item fields set up in the preferences (see the [[preferences:custom_fields|]] section for details) can be added. The column header must be exactly the name of the custom field (case **in**sensitive). The values entered in these columns will be saved to the item's appropriate custom field. | |
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| All these are in this handy template: {{ :import_and_export:msupply_item_import_template.xlsx |mSupply Item Import template}} | All these are in this handy template: {{ :import_and_export:msupply_item_import_template.xlsx |mSupply Item Import template}} |
| ==== Import new item codes ==== | ==== Import new item codes ==== |
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| If you need to change the item codes for a selection of items in bulk, custom code has been developed for this purpose. It is a technically challenging process that is easy to get wrong. Please contact Sustainable Solutions on support@msupply.org.nz to discuss this. Include a link to this heading [[https://docs.msupply.org.nz/import_and_export:importing_items#import_new_item_codes|Import new item codes]] :-). | If you need to change the item codes for a selection of items, it is a technically challenging process that is easy to get wrong if done manually, especially if you intend to re-use existing codes (not recommended!). Custom code has been developed to do this in bulk. Please contact Sustainable Solutions on <support@msupply.foundation> to discuss this. Include a link to this heading [[https://docs.msupply.org.nz/import_and_export:importing_items#import_new_item_codes|Import new item codes]] :-). |
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| The relevant details are: | The relevant details are: |