Creating a file for import

Getting your Data into CSV
An import can create records in inFlow from a list that you already have. But in order to use your file, you’ll need to be sure it’s in the right format. Here’s an example of a Product file:

Based on this example inFlow will create four products, each including the corresponding price and cost from the adjacent columns.

Creating an import file in Excel
This is the easiest way to create your import file. Once you have your list open in excel you will re-save it as a CSV. To do so:

  1. Choose Save As from the drop down menu.
  2. At the bottom of this window you’ll see a field Save as Type, choose CSV (comma delimited) from the drop down.
  3. Click Save.
  4. Excel will warn you about the loss of formatting, this is not a problem, please click Yes to complete your save.

Tricks for Importing
If your first attempt to import didn’t work or you’re looking for a little guidance in terms of how to set up your file try exporting the type of information that you want to import. By exporting your “products” from the system you will end up with a CSV file that includes all the available columns of information. This can help you format your information and create and import file.

A few things to remember:

  1. The required fields must be filled (Eg. a spreadsheet for products must include an item name/code on each line).
  2. Any information going into one field must all be in the same column, inFlow can’t import into one field from two columns.
  3. Duplicate required values can be a problem, try to avoid them whenever possible.

Example Files available for download:

Ready to import? Have a look at How To Import Data into inFlow.

Yun Ling
Archon Systems
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
February 15, 2012