Bulk Importing Product Orders (Admin Guide)

If you are an Admin in the Production module and use the eKanban Planner, you can import product orders yourself from a spreadsheet.

Step 1: Choose a file

Click the Production Imports button. You'll be given two options:

1. Import a New File: The option you'll use in most cases. Click Choose File and browse your computer for the file you want to import.

2. Select an Existing File to Import: Rarely used, but it provides a history of past imports.

After selecting your file, click Next Step. The next screen shows the file you're importing and its top three rows, for reference while you fill out the Table Mapping Fields.

Step 2: Filter rows or columns (optional)

You can filter to certain rows or columns to import. This is rarely, if ever, used.

Step 3: Select the table

Select the table to import the data to: eKanban Product Orders Load.

Step 4: Map your fields

Map your fields to match your spreadsheet. Each Table Mapping Name should match the name in the Column drop-down.

If your spreadsheet has a column that doesn't need to be imported, set that column header to an empty string or null and check the Do Not Import box.

Once all fields are mapped, the Do Import button appears. Click it to run the import.

Troubleshooting import errors

If you receive errors after importing and can't tell what they mean:

• Review your table mapping fields and required fields, make any edits, and try again.

• If you're still stuck, email L2L Support.