Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, etc.).
How to customize the file
- Remove columns you don't need. We advise to not remove the ID one (see why here below).
- Set a unique ID to every single record by dragging down the ID sequencing.
When you add a new column, Flectra might not be able to map it automatically if its label doesn't fit any field of the system. If so, find the corresponding field using the search.
Then, use the label you found in your import template in order to make it work straight away the very next time you try to import.
Why an “ID” column
The ID (External ID) is an unique identifier for the line item. Feel free to use the one of your previous software to ease the transition to Flectra.
Setting an ID is not mandatory when importing but it helps in many cases:
- Update imports: you can import the same file several times without creating duplicates;
- Import relation fields (see here below).
How to import relation fields
An Flectra object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations you need to import the records of the related object first from their own list menu.
You can do it using either the name of the related record or its ID. The ID is expected when two records have the same name. In such a case add " / ID" at the end of the column title (e.g. for product attributes: Product Attributes / Attribute / ID).