Summary


You can import a variety of data in Web Admin such as:

  • Accounts
  • Users
  • Distributor Accounts Numbers
  • Price Lists


1. Preparing the Excel Spreadsheet 

  1. Ensure all data is set out in excel including column headings. The data should be logically set out.
  2. Save Excel Spreadsheet.


2. Importing Data

  1. Log into Perenso Administration.

  2. Click on System Config >Imports.
    The below screen will display with a list of previously imported file.

There are two way to import:

a) Importing using existing import rules.

b) Importing a New Import Type.

Note: If the imports file is the same as a previous upload, you can choose to select the previous upload file form the list. This will enable the system to auto map fields accordingly.



2 a) Import using a previous Import

  1. Select the Import Name from the list.
    The below screen will display with the information inputted during the last upload.

  2. To select the file for Import, click Select File.

  3. Select the file you wish to import.

  4. If there is more then one sheet of data in you file, select the excel sheet from My data is on the following sheet.

  5. Select if your file has a heading or field names.

  6. Click Next to continue.
    The Field Mapping page will display. Note, the previous mapped fields will display and the option to update or map new fields are available.

  7. To continue import with no changes, click Next.
    Perenso Administrator will check the excel sheet to ensure there are no issues. If there are some issues, the system will warn users and the rows that are affected will be displayed in a table.
    Users can choose to update the spreadsheet with the correct data and upload the file again or to Add the changes directly from this screen.

  8. When there are no changes to be made, the sheet can be selected for imports. To import the file, click Next.
    A summary of the Import will display showing the number of lines that will be imported and the lines that will be ignored.

  9. Click Start Import.
    A confirmation message will display once the import has been completed.



2 b) Importing a new File

  1. In Import Type, select the import type.

  2. Select from the list of import types. e.g. excel, pdf, words.
    The import screen will display. A import description can be entered to describe the type of import. This description will be save for future imports.

  3. Name your import in the Description field.

  4. Enter the email address you would like to get import error notifications.


  5. Select the file you wish to import.

  6. If there is more then one sheet of data in you file, select the excel sheet from My data is on the following sheet.

  7. Select if your file has a heading or field names.

  8. Click Next to continue.
    The Field Mapping page will display. This is where you can choose to map your spreadsheet data to the relevant fields.

  9. Once the fields have been mapped, click Next to continue.
    Perenso Administrator will check the excel sheet to ensure there are no issues. If there are some issues, the system will warn users and the rows that are affected will be displayed in a table.
    Users can choose to update the spreadsheet with the correct data and upload the file again or to Add the changes directly from this screen.

  10. When there is no changes to be made, the sheet can be selected for imports. To import the file, click Next.
    A summary of the Import will display showing the number of lines that will be imported and the lines that will be ignored.

  11. Click Start Import.

A confirmation message will display once the import has been completed.