Follow-up ? Re Importing items via Excel

Feb 23, 2007 6 Replies

I posted a question in the similar topic but haven't seen a response. I am trying to find a simple way to import items into RMS and already have alist in Excel. In the other topic it is mentione d that CustomerSource has a solution in QSC Import. I have two questions: 1) I could not find this in CustomerSource, but did find something called RMS Store Operations Import Utility..... is that the same thing?



Also Afshin posts: "DO NOT USE QSCImport against HQ Database.This does not update the dynamics." I am somewhat confused by some of the terminology in this group. I do not have RMS Headquarters, but have RMS Store Operations Manager and POS. Is this warning intended for these programs or not? If it is, are there any other solutions? I want to add just name, description, dept/category, tax, cost and sell price for several hundred items. tables." -- WineGuy


You'll probably notice that the import utility you found is called QSCImport.exe after you download it.

You're not using HQ, so Afshin's warning doesn't apply.

Tom

RMS Store Operations Import Utiliity is the same thing as QSC Import, just has the name changed to reflect the name change of the pos software. The warning Afshin gave you was just for Headquarters. Feel free to use it with Store Operations. Keep in mind that it has been said this utility won't work with version 2.0 so if you need to use it do so before you upgrade. After the upgrade you will probably have to use Retail Realms Import Utility or some other 3rd party utility. Craig

OK. Just so I'm sure I know what I'm doing here...... can I assume that QSC is interchangeable with RMS in that I will be impoprting into RMS where the documentation refers to Quick Sell? I think I understand that my Excel file needs to be saved as a .csv and that I will need to align the fields correctly. WIll I find the fields in QSC have the same names as in RMS?

Thanks.

Hi PRJ, Data import can be a nightmare without the proper tools. I recently changed over a winery from a competitor's pos system and imported all their data into RMS. I wrote a short comparison between the QSC import tool (also known as the Store Operations Import Utility) and EMS Data Import for SQL Server at my site:

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7#107 If you need import assistance please contact me at snipped-for-privacy@parnellsolutions.com.

-Jess

"PRJ" wrote:

Hey Wineguy,

Go ahead and try the free utility. You can import it into a trial database...if it's wrong, delete it. No problem.

You can at least get your customers over intact. Make sure you do not leave the customer ID field blank because RMS will not auto-generate it during the import.

You can use Excel to make up new part numbers if you need to, to switch from your old POS part number syntax to RMS. It may be the same...

I tried about three times before I got it right...

Mickie

Jess wrote:

Mickie,

All I want to import is an item#, Description, Department, Category, Tax, Cost, Sell Price and Supplier. These are all inventory items. I do not use customers for anything. We are a retail shop and this is only for a quick way to create new items from an Excel spreadsheet source.

I like the idea of a trial database, though.

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