If you are an Admin within the Production Module and using the eKanban Planner, you're able to import product orders yourself. If you don't already have an import template, email firstname.lastname@example.org to receive one. It's also a good idea to request a new one from time to time as updates occur.
When clicking on the Production Imports button, you'll be given two options:
1. Import a New File. In most cases you are going to choose a new file to import. To do so, you'll need to click on the 'Choose File' button and browse your computer for the file you want to import.
2. Select an Existing File to Import. This option is rarely used, but is a good history of imports that have been done in the past.
After selecting your file, you'll click on the 'Next Step' button.
On the next screen, you'll see the file you are importing as well as the top three rows to reference while filling out your Table Mapping Fields.
In Step 2, you'll see you can filter to certain rows or columns that you are importing. This is rarely, if ever used.
In Step 3, select the table to import the data to. This will be the ekanban Product Orders Load.
In Step 4, you will need to map your fields to match your spreadsheet. Each Table Mapping Name should match the Column drop down name. Sometimes you will have a column that doesn't need to be imported, and you can empty string or null that column header and click the 'Do Not Import' box. Once all of your fields have been mapped, you should see a 'Do Import' button.
Here is a general overview of each field: https://support.leading2lean.com/hc/en-us/articles/360016453572--Production-Product-Orders
Note: If you receive errors after importing and can't tell what the error means, you can email support or review your table mapping fields, required fields, make any edits, and try again.
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