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

• Main Category
• Asset Name

• Manage > Assets or
• Accounts > Clients > Select a client > View > Assets

Multiple clients

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.

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

• Category
• Item Description

Category
If you're uploading an inventory item which you don't have an Inventory category for, AroFlo will create one for you.

 

Updating existing items
You can also use this feature to update existing inventory items' details, e.g. part numbers, item descriptions, or pricing updates. Click here to find out more.

 

Simple and Detailed Cost

When importing inventory items, an item will be flagged as Detailed Cost upon import:

If the Unit of Measure (purchase unit of measure) is a number other than 1 (or blank - see below), or
If the Sell Unit Type is a value other than blank, or
If the Purchase Cost has a value other than blank.

 

When setting up an import for Detailed Cost you need to make sure your fields are populated with the right information. Purchase Cost and Purchase Contains are split into two different fields each in your import template. 

See the graphic below for more information:

 

 

The following values are allowed in the fields shown:

Calculated Cost Type

• NONE or NA
• MAXIMUM, MAX, UPPER or HIGHEST
• AVERAGE or AVG
• LATEST, LAST, or RECENT
• SET or FIXED

 

 

Sell Type

• SELL
• COST + MARK UP
• CALCULATED COST + MARK UP

Note: You can have either 'simple' or 'detailed' pricing in your spreadsheet, but not both.

 

 

Unit Type

Note: In most cases, plural forms will also be valid.

• EA or EACH
• MM, MILIMETRE, MILLIMETRE, MILIMETER or MILLIMETER
• CM, CENTIMETRE, or CENTIMETER
• M, MT, METRE or METER
• M2, SQUARE METER, SQUARE METRE, SQ METER or SQ METRE
• M3, CUBIC METER, CUBIC METRE, CU METER or CU METRE
• LM, LINEAL METRE, LINEAL METER, LINEAR METRE or LINEAR METER
• BOX or BX
• PKT, PACKET, or PACK
• ROLL or RL
• BAG or BG
• PAL, PALLET, or PLT
• PR or PAIR
• ML, MILLILITRE, MILLILITER, MILILITRE or MILILITER
• L, LTR, LITRE or LITER
• BBL, BRL, BL, BARREL or BAREL
• GL, GAL, GLN, GALLON or GALON
• GR, GRM, or GRAM
• KG, KILOGRAM or KILOGRM
• O, OC, OZ or OUNCE
• LB, PND, or POUND
• TN, TON, or TONNE
• IN or INCH
• FT, FEET, or FOOT
• YD, YRD, or YARD

 

 

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 Quotes, you'll have templates for Groundplan and PolyPlan; 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.