If you are importing an asset file with multiple clients, set the Client filter to 'none' by clicking the Search icon and selecting Set No Client, before clicking Bulk Import. Otherwise, AroFlo will try to import all those assets against the selected client.
In the Bulk Data Import window, select a file to upload, or drag and drop a file onto the window. As soon as you've made your selection or dropped a file onto the window, the upload begins.
Map the columns
The columns in your data may not exactly match the fields available in AroFlo, so you need to map each column in your data to an AroFlo field name. You can either use an existing mapping template, or start a new template.
Use an existing mapping template
If you've uploaded a file exported from either Xero or QuickBooks, you can use one of AroFlo's default mapping templates. 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.
Start a new mapping template
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.
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 'Postcode' 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 asterisks).
To switch a light grey column header on, click the arrow beside the field and select the most suitable mapping category.
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: - check the Save this mapping as a template box at the bottom of the window - enter a name for the template.
Import your data
Now that you've mapped your data, it's ready to be imported.
Click Yes on the prompt, confirming you want to import the file. The import process begins, and can take a few moments.
The import process cannot be undone once you've clicked Import. If you need to reverse your changes after a bulk import, please contact our Customer Service team for assistance. A charge for this service may be incurred.
View import results
Once your data has been imported, the results window appears.
The number of new items inserted into AroFlo
The number of items marked with an error and not imported. You can download a copy of the entries that contained an error. Refer to Bulk Data Imports Troubleshooting for help with the most common types of issues.
After closing the results window, you may need to refresh your browser to view the Imported data in AroFlo.