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Importing a CSV file

I want to import a file into physical inventory. Here is what I do:

1) Run a Quantity report(I don't think the report really matters) 2) I put it in alphabetical order, then I export it using RMS Manager into a .CSV file 3) I go into Inventory > Physical Inventory, and I click on New and Manuel Entry 4) I import the file...it works just fine!!! BUT If you in any way alter the .CSV file, and save it again, in the same format Steps 1 - 4 won't work...WHY WHAT THE HECK AM I DOING WRONG???
Reply to
Vince
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The problem might be the Item Lookup Codes are being modified by Excel while in a CSV format. For long numbers Excel will display the numbers as Scientific then once you save the file it saves it with 000000's rather than the real number. For example: Item Lookup Code: 0745687456555 Excel in CSV format displays as: 7.46E+11 After Saving ILC converted to: 745687000000 Also Excel will remove any 000's from the beginning of an Item lookup Code. Notice Example above. Once you try to import this back into RMS those Item Lookup Code values will no longer match what you have in your database.

You will need to Import the Data into an Excel worksheet and make sure you set the Column data type to Text rather than General. Once you have made the desired changes save the file as a CSV file but do not open and save the CSV file.

Now you should be able to import the CSV back into your Physical Inventory sheet.

Robert Armstrong RMS Systems Inc.

Reply to
rob

Rob, I understand the potential problem you are talking about, but I don't understand how to resolve this...

1) How do I Import the file into an Excel worksheet? 2) Setting the column to Text, no problem... 3) Not sure I understand the last part either...Once you have made the desired changes save the file as a CSV file but do not open and save the CSV file???

When I try to save it back into a CSV file (after opening, since I can't seem to import), I am being told that certain data will be lost, and one of them is the Text option that I select!

Reply to
Vince
  1. Import using Excel. There should be an Import option under the Data tab/menu to import from Text file.
  2. You set the Text file during the import Wizard.
  3. What I mean regarding "do not open and save the CSV file" is because a CSV file does not save column formatting and if you edit the file after saving you will end up with the same results that I explained in my original post. "I am being told that certain data will be lost, and one of them is the Text option that I select!" Same issue as above. Steps again would be:
  4. Export from RMS.
  5. Import CSV file into an Excel Worksheet using the Import Wizard in Excel. Making sure you set the ILC column to Text.
  6. Save file as an XLS file not CSV.
  7. Once all changes are made in Excel THEN save as CSV.
  8. Use the new CSV file to import back into RMS

Robert Armstrong RMS Systems Inc.

Reply to
rarmstrong

Vince wrote:..... ......

We use the Import Utility for adding basic SKU and description information and we generate the .csv file(s) in Excel. I've noticed that Excel will sometimes put quotation marks around the entries in certain fields - you might want to open your "import ready" file in Word or a text editor and see if this is the case. If it is, a simple "search and replace" solves the problem.

George

Reply to
IT

Awesome...worked like a charm...took a few tries importing, but I got it...thank you very much!

Reply to
Vince

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