How to Import Data from an Excel (CSV) File into a Windward System Five Work Order


This guide explains how to import item data from an Excel (CSV) file directly into a Windward System Five Work Order. Follow these steps to ensure a smooth and accurate import process.


Windward Work Order Import Steps


Step 1: Set Up Windward Import Settings

Ensure your file import settings are correctly configured in Windward System Five Setup Tools.
Refer to the image below for guidance:


Step 2: Create a Windward Work Order Invoice

Begin by creating a new Work Order invoice in Windward System Five.


Step 3: Import Items from a File

  • Click the Add Items dropdown.
  • Select Import from Data File.


Step 4: Select Your Data File

  • A file selection tab will appear.
  • Change the file type from Data Files to All Files to view and select the CSV file you prepared.


Step 5: CSV File Format Requirements

  • The CSV file must be formatted as:
    • Part Number
    • Quantity
  • Important: This feature works only if the items already exist in your Windward inventory.


Following these steps will ensure a smooth data import process into your Windward System Five Work Order.