Import Overview

Use the Import tool to bulk upload records to the DVU platform. Users can upload records into 19 different warehouse modules.

Importing records is a four-step process:

1. Go to the Import page, select a type, and download the CSV template.

2. Add records to the template.

3. Import the CSV file.

4. Verify records.

Before you start

This article provides a general description of the Import workflow. Each type of import may have unique workflow variations. Click a link to see an example of a detailed workflow for two import types.

• Receiving Channel

• Shipping Channel

Downloading a CSV template

Go to Home > Import and then:

1. Click the Import Type field and select an option. (see below)

2. Check the page for optional configuration settings.

3. Click the Download Template button.

Import options

Select an option on the Import Type drop-down menu:

• Shipping Channel

• Receiving Channel

• Storage Locations

• Storage Locations Detailed

• Storage Locations By Account

• Items

• Kits

• Primary Pick Locations

• Putaway Locations

• Replenishment Locations

• Accounts

• Carriers

• Customers

• Shippers

• Suppliers

• Inventory

• UPC Label Document Maps

• Item

• Rate Tariffs

Adding records to a CSV file

Next, open the CSV file and add rows of data. While adding data, be sure to fill in the required fields (see below) and enter properly formatted data.

Add one row for each record. Save the file with a unique name.

Data entry

To identify required fields and learn how to enter properly formatted data, click the Import Instructions and Samples link at the top of the Import page. The link opens a new browser tab and a Dropbox folder.

Click the Import Documentation folder.

Mandatory columns

Open the Import Documentation.xls file.

The xls file lists every CSV template name, shows the mandatory columns, and provides extra information about each field.

Sample templates

Open the Sample Files folder to see a sample of each CSV template.

Importing a file

1. Go to the Import page.

2. Review the optional configuration settings (if available) at the top of the page. (see below)

3. Select the CSV file on the local device.

4. Click the Import button and then OK in the confirmation popup window.

DVU loads the data into the table but not into the system. If the data looks complete, click the Import button. DVU moves the data to the module. Follow the workflow to complete the bulk upload and save records.

Optional configuration settings

Some Import Type options allow users to configure settings before importing the CSV template. Some options are required.

Verifying records

The final step is to open the module and confirm the new records are on the platform.