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Importing Data::Inventory modules
Import of Inventory modules (Quotes, SO, PO and Invoices) is very similar to the normal import process, the only difference appears in the mapping of fields.
If the module being imported is an inventory module the field mapping step of the import process will show not only the fields of the module but also a set of “virtual” fields that represent the product/service lines of the module.
These fields must be mapped to columns being imported from the CSV file. Basically they represent the fields that can be found in the product lines of the inventory modules as can be seen in the next table:
| Field Name | Description |
|---|---|
| Item Name | Product or Service. Should be in import format Products::::ProductName or Services::::ServiceName. The item will be created if it does not exist |
| Item Comment | Description of the product or service |
| Quantity | The number of units sold on this line |
| List Price | The unit price of product or service in this line |
| Item Discount Amount | Direct discount if applied |
| Item Discount Percent | Percentage discount if applied |
| Discount Amount | Direct discount of the Quote, SO, PO or Invoice if applied. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported |
| Discount Percent | Percentage discount of the Quote, SO, PO or Invoice if applied. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported |
| S&H Amount | Shipping and handling costs of the Quote, SO, PO or Invoice. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported |
| Currency | Currency the record should be created with. This currency must exist in the system, it will NOT be created. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported |
So, to import an inventory module we need a flat or denormalized view of the record where all the information of the record is repeated as many times as product lines are required. In other words, our CSV file will have one row per each product line in a record, each row will have different values in the special product line columns and the exact same values in the common base field of the entity.
For example, the next CSV file contains 3 SalesOrder records,
Subject|Opportunity Name|Customer No|SalesOrder No|Quote Name|Purchase Order|Contact Name|Due Date|Carrier|Pending|Status|Sales Commission|Excise Duty|Organization Name|Assigned To|Created Time|Modified Time|Billing Address|Shipping Address|Billing PO Box|Shipping PO Box|Billing City|Shipping City|Billing State|Shipping State|Billing Postal Code|Shipping Postal Code|Billing Country|Shipping Country|Terms & Conditions|Description|Enable Recurring|Frequency|Start Period|End Period|Payment Duration|Invoice Status|Adjustment|Total|Sub Total|Tax Type|Discount Amount|Discount Percent|S&H Amount|Currency|Item Name|Quantity|List Price|Item Comment|Item Discount Amount|Item Discount Percent|VAT|Sales|Service|V.A.T.| SO_vtiger|||SO1|Quotes::::Vendor_Quote||Contacts::::Jones Barbara|2015-04-13|FedEx||Created|0|00|0|00|Accounts::::t3M Invest A/S|admin|2014-06-26 23:12:15|2015-06-02 20:44:51|999 Baker Way|123 Anywhere Street|||San Mateo|San Jose|CA|CA|15191|63999|USA|USA|||0||||||100|000|4232|900|4182|900|individual|100|000|0|00|50|000|USA| Dollars|Products::::Cd-R CD Recordable|3|00|130|000|This is test comment for product of Quotes|20|000|0|00|14|50|0|00|12|50|0|00|0| SO_vtiger|||SO1|Quotes::::Vendor_Quote||Contacts::::Jones Barbara|2015-04-13|FedEx||Created|0|00|0|00|Accounts::::t3M Invest A/S|admin|2014-06-26 23:12:15|2015-06-02 20:44:51|999 Baker Way|123 Anywhere Street|||San Mateo|San Jose|CA|CA|15191|63999|USA|USA|||0||||||100|000|4232|900|4182|900|individual|100|000|0|00|50|000|USA| Dollars|Products::::Double Panel See-thru Clipboard|3|00|1230|000|This is test comment for product of SalesOrder|200|000|0|00|0|00|0|00|0|00|0|00|0| SO_vtiger|||SO1|Quotes::::Vendor_Quote||Contacts::::Jones Barbara|2015-04-13|FedEx||Created|0|00|0|00|Accounts::::t3M Invest A/S|admin|2014-06-26 23:12:15|2015-06-02 20:44:51|999 Baker Way|123 Anywhere Street|||San Mateo|San Jose|CA|CA|15191|63999|USA|USA|||0||||||100|000|4232|900|4182|900|individual|100|000|0|00|50|000|USA| Dollars|Services::::srv|3|00|1|000||0|000|0|00|0|00|0|00|0|00|0|00|0| SO_vtiger|||SO1|Quotes::::Vendor_Quote||Contacts::::Jones Barbara|2015-04-13|FedEx||Created|0|00|0|00|Accounts::::t3M Invest A/S|admin|2014-06-26 23:12:15|2015-06-02 20:44:51|999 Baker Way|123 Anywhere Street|||San Mateo|San Jose|CA|CA|15191|63999|USA|USA|||0||||||100|000|4232|900|4182|900|individual|100|000|0|00|50|000|USA| Dollars|Services::::srv2|22|00|10|000||0|000|0|00|0|00|0|00|0|00|0|00|0|00 SO_vtiger5usrp|||SO3|Quotes::::Vendor_Quote||Contacts::::Miller Maria|2007-08-11|USPS||Approved|0|00|0|00|Accounts::::demovtiger|admin|2014-06-26 23:12:17|2014-06-26 23:12:17|345 Sugar Blvd.|123 Anywhere Street|||San Francisco|San Jose|CA|CA|82696|63999|USA|USA|||0||||||100|000|1080|000|1030|000|individual|100|000|0|00|50|000|USA| Dollars|Products::::Vtiger 5 Users Pack|1|00|1230|000|This is test comment for product of SalesOrder|200|000|0|00|0|00|0|00|0|00|0|00|0| SO_vtiger5usrp|||SO3|Quotes::::Vendor_Quote||Contacts::::Miller Maria|2007-08-11|USPS||Approved|0|00|0|00|Accounts::::demovtiger|admin|2014-06-26 23:12:17|2014-06-26 23:12:17|345 Sugar Blvd.|123 Anywhere Street|||San Francisco|San Jose|CA|CA|82696|63999|USA|USA|||0||||||100|000|1080|000|1030|000|individual|100|000|0|00|50|000|USA| Dollars|Products::::Vtiger 50 Users Pack|1|00|1230|000|This is test comment for product of SalesOrder|200|000|0|00|0|00|0|00|0|00|0|00|0| SO_vendtl|||SO5|Quotes::::SO_Quote||Contacts::::Wilson Susan|2007-02-28|BlueDart||Approved|0|00|0|00|Accounts::::vtigeruser|admin|2014-06-26 23:12:19|2014-06-26 23:12:19|123 Anywhere Street|123 Anywhere Street|||Sunnyvale|San Jose|CA|CA|70388|63999|USA|USA|||0||||||100|000|1080|000|1030|000|individual|100|000|0|00|50|000|USA| Dollars|Products::::Vtiger 5 Users Pack|1|00|1230|000|This is test comment for product of SalesOrder|200|000|0|00|0|00|0|00|0|00|0|00|0| SO_vendtl|||SO5|Quotes::::SO_Quote||Contacts::::Wilson Susan|2007-02-28|BlueDart||Approved|0|00|0|00|Accounts::::vtigeruser|admin|2014-06-26 23:12:19|2014-06-26 23:12:19|123 Anywhere Street|123 Anywhere Street|||Sunnyvale|San Jose|CA|CA|70388|63999|USA|USA|||0||||||100|000|1080|000|1030|000|individual|100|000|0|00|50|000|USA| Dollars|Products::::Brother Ink Jet Cartridge|1|00|1230|000|This is test comment for product of SalesOrder|200|000|0|00|0|00|0|00|0|00|0|00|0|
- TAXES!!
- REPEAT LINES GROUPED ON REFERNECE
