If you’ve just joined Shopmonkey, chances are you have saved data that you want to migrate into Shopmonkey. If this is you, there are import templates available to streamline to process.
What kind of data can I import?
Import templates are available for the following:
Customers
Vehicles
Vendors
Fleets
Parts
Vendors
Where do I find the import templates?
Find the appropriate import template for each list page. For this example, we’ll walk through importing a customer list.
Click the Lists icon on the left-side navigation on your screen.
Select the Customers list on the left-hand side.
Select Import to find the import template.
From the Import Customers menu, select Download Template to download the .xlsx file.
Open the file and fill out the applicable fields in the spreadsheet.
Please Note: Any column title that doesn't contain "(optional)" is required to be filled out.
Pro-Tip: If your data is already in spreadsheet format, you can simply copy/paste the information into the import template.
How do I import my completed file?
In the Import Customers menu, drag and drop (or click to add) your completed spreadsheet.
Select Import.
A prompt will then appear confirming a successful import.
Why am I having trouble uploading my template?
Check these items if you receive an error message when importing:
Check that all required fields are filled out. If any of the required fields are left blank, that record will be ignored and the part won't be imported.
Make sure there are no formulas in the template. Formulas are a great way to make calculations easy but are not supported for upload templates. Try copying any cells with formulas and pasting Values only.
Check that columns have not been rearranged or deleted. The upload template needs to be exact for it to work. If you have any concerns about your template try downloading a new template with the steps mentioned earlier in the article.
Make sure the Quantity on Hand has a value (if applicable). When using a template that has Quantity on Hand, this field is key to the upload. This field cannot be left blank when uploading the template.
Related Articles
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!