Re-importing Edited Inventory Data into System Five

Once you've edited your inventory information—whether adjusting stock counts, prices, or other details—you'll need to re-import that data back into System Five.

Before proceeding with any data load, always perform a backup. This ensures you can restore your system in case of errors or if items are imported into the wrong location.

Important Notes:

• Your spreadsheet must be saved as Comma Separated Values (*.csv).
• If you include a long description or notes column, ensure it does not contain multiple lines (i.e., no carriage return characters). Multiple lines in these fields will prevent the data load from working correctly.

Steps to Import Data into System Five:

1. Navigate to the Data Load Section:

   • From the Navigator menu, select Inventory and Purchases, then Data Load, and finally Part Load. 

2. Select the Data File:

   • Click From File. 
   • Browse to the CSV file you created and make sure the drop-down menu shows Comma Separated Values (*.csv).
   • Select your file and click Open.
     
     

3. Match Columns:

   • Click Next to continue.
   • Match the columns from your file to the appropriate fields in the drop-down list.
   • If you do not want to import a specific column, select the column and choose None from the drop-down list.
   • It’s recommended to set any columns you do not want to load to "None" so they are ignored.
     

4. Category Column:

   • The Category Column is crucial. This column must be selected, or all items will be placed in a single category. 
   • Once all columns are mapped, click Next.
     
     

5. Load Settings:

   • Select Load into Regular Parts and check the option for Skip header row.
   • Set the Method used to match parts.
   • Click Next.
   • If any required information or columns are missing, the Next button will be disabled, and a message will appear at the bottom of the screen indicating what is missing.
     

6. Bypass the Data Review Page:

   • If you have already modified your data in Excel, you can click Next to bypass this page entirely.
     

7. Start the Data Load:

   • Click Load to begin the data import process. 
     

8. Completion and Review:

   • When the data load is complete, click OK. 
   • You can choose to View the Log for a detailed report of the actions taken during the data load. The log provides more information than the summary displayed on the main screen.
   • Alternatively, you can click Close. 

Your data load is now complete!