Check that your data has the following mandatory fields, each in its own column:

• Category
• Item Description

Navigate to:

Manage > Inventory

Check that your data has the following mandatory fields, each in its own column:

• Client or Supplier Name (this is a Company name)
• Location / Address 1

Navigate to Accounts > Locations to be able to upload locations for both clients and suppliers

Alternatively, to import locations for a particular client, navigate to Accounts > Clients > Select the client > View > Locations

Or, to import locations for a particular supplier, navigate to Accounts > Suppliers > Select the supplier > View > Locations

There are no mandatory fields for importing quote line items.

Navigate to:

• For simple quotes - Workflow > Quotes > Select a Quote
• For detailed quotes - see Bulk Import: Detailed Quotes.

Check that your data has the following mandatory fields, each in its own column:

• Supplier/Contractor Name (this is a Company name)
• Primary Contact First Name
• Primary Contact Last Name

Manage > Suppliers or Contractors

Check that your data has the following mandatory fields, each in its own column:

• Client
• Task Identification
• Task Type

Navigate to:

Workflow > Tasks > Open

Depending on what you're importing, you may have options to use one of AroFlo's default mapping templates. E.g. for clients, you will see the below options for Xero and QuickBooks; for inventory, there will be a few leading supplier mapping templates; also for inventory you will have the default pricing templates from our Import Templates page. If you have saved previous mappings, you will see your own mapping templates listed with the default templates.

To review the mapping between an existing mapping template and the file you've uploaded, click the (expand) icon. The pre-set mapping displays, and you can change it if you need to by clicking Use Template and following the instructions in Step 1 of the next section.

This is the best option if you're unsure about whether or not to use an existing template. Click Start A New Template to get started.

1. For each column, click the down arrow and select the AroFlo field name that most closely matches the column found in your spreadsheet. In the example below, we're telling AroFlo that Column 4 contains the 'zip code' and column 5 contains the 'Country'.
   
   

   Data appearing under the dark grey column headers will be imported.

   - To switch a dark grey column header off, click the arrow beside the field and select -- not mapped --. You can do this for any field other than the mandatory fields (marked with an asterisk).

   - To switch a light grey column header on, click the arrow beside the field and select the most suitable mapping category.

    
2. If you plan to upload an updated version of the same data file in the future, you can save the current mapping to use again:
   1. check the Save this mapping as a template box at the bottom of the window
   2. enter a name for the template.

• This process can only be used for importing new entries and not updating existing ones.
• There is a maximum of 20 custom fields per entry (except for Task custom fields).
• Checkbox type custom fields can only allow yes/no values.
• If you're using custom fields but don't include them in your upload, or don't map the fields, the custom fields will still be added to your entries but with blank values.