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Import coins from a CSV file

Updated

Prepare the file

Use a CSV or TSV file with a header row. The largest file is 100 MB. When your stock is in Excel, save the file as CSV first. A file from another system, such as an export, also works.

Upload and match the columns

  1. Go to Import coins. You can also click Import on Coins.
  2. Click Choose a file and select the file.
  3. In Columns, check the coin field for each column. The app suggests a field for each column.
  4. Map one column to Title. The title is necessary. Map each field to one column only.
  5. In Default location, select the warehouse and the zone. Rows with no warehouse or zone go there.
  6. Click Read the file.

To use the same mapping again:

  1. Enter a name.
  2. Click Save as a template.
  3. For the next file, select the template in Template.

When you do not have the View cost permission, cost columns do not import.

Check the preview

The preview shows the rows in the file, the coins to add, the rows to leave out, and the rows with notes.

  • Duplicates lists rows with a certificate number or SKU that is on a coin you have, or on an earlier row. Select Skip the duplicates or Import the duplicates. An imported coin with a used SKU gets a new SKU.
  • Unknown locations lists warehouse and zone names that the app does not know. For each name, select Create this location, Use the default location or Leave these rows out.
  • Use the Errors, Duplicates, Notes and All rows buttons to see the rows.
  • Click Download the error report to get the rows with errors.

To change the columns, click Change the mapping. To stop, click Cancel the import.

When you imported the same file before, the app tells you. Coins with no certificate number or SKU then show two times.

Import

  1. Click Add ... coins.
  2. Optional: close the page. The import continues.

To stop the import, click Stop the import. Coins added before you stop stay.

Undo an import

  1. Go to Import coins and open the import.
  2. Click Undo this import.
  3. Click Remove the coins.

The undo keeps coins with a sale, invoice, memo, listing, custody record or later edit. To get a list of them, click Download the kept coins.

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