Import a Receiving CSV File – Da Vinci Unified

This article shows DVU users how to create a receiving order from a CSV file. It’s a four-step process:

download the CSV template
add rows of data
import the file
convert the file to a receiving order

Downloading the template

Go to Home > Import.
Click the Import Type field and select Receiving Channel.
Click Download Template. The file saves to the local device.

Receiving Channel.csv

Adding data

Open the file and enter the required data. Add one row for each receiving item. Save the file with a unique name.

Note Click here to view a sample file with one row of data.

The file has many data columns. The following are required columns:

Account
Item code
UOM
Warehouse ID

Note Click a link to learn how to find the Account ID and Warehouse ID.

Importing the file

Open the Import page.
Check one or both boxes to enable these features. (optional, see below).
Select the file on the local device.
Click the Import button and then OK in the confirmation popup window.

Davinci 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 Receiving Channel (see next step).

Note The platform does not save data on the Import page or the Receiving Channel page.

Convert the file

The final step is to convert the uploaded CSV data into a receiving order.

Go to Home > Channels > Receiving Channel.
Use the search icon to display files for the account, and then click the Refresh icon.
Highlight one or more rows.
Click the Create Receipt icon.

Tip Select all of the lines to batch move the items to the Receiving Orders page. DVU users can also select items individually or in smaller groups.

DVU moves each line to the Receiving Orders page and displays them on the main page. The Source/Channel reference is Import.

All information that comes from the Import function can be confirmed and edited in this step. Additionally, any scheduling information not in the receiving order should be added here.

Tip Items in the CSV file with different order numbers appear on the Receiving Orders page as separate orders. DVU combines items with the same order number into one receiving order.

Troubleshooting

If the page displays an error message:

Go back to the original CSV file, make changes, and save the file.
Come back to the Import page and click Choose Import file. DVU removes the rows of table data on the screen.
Import the updated CSV file.

Item code doesn't exist

DVU displays this error message when it cannot find an item code in the account.

Note DVU cannot create new item codes from a CSV file.

DVU users can:

Verify the item code in the CSV file. Or
Add the item to the account and then try again to upload the CSV file.

Reimport

The Reimport button is a time-saving feature when working with a file that has many line items. Click the button to move all properly formatted items to the Receiving Channel page and download a new CSV file that contains the line items with errors. Repair the errors and then upload the file. If formatted accurately, DVU moves those files to the Receiving Channel page.

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