The CSV file format can be useful for new users trying to import data into RetailEdge from another POS program or for simply doing price updates from Vendor files.
This help topic
describes in detail how to do this. http://retailedge.com/help/index.html?importingdata.htm
Here are some things that customers have had trouble with when importing CSV files.
1. All the data does not import (Imports X of Y records).
Most of the time this is because the fields that are required for import have not been filled out in the CSV file. These include, Stock Number, Description, VendorID, DepartID, Price and Taxable (true/false). RetailEdge will allow you to start the import process without having these fields filled in, however it will not bring in you data since without this data, RetailEdge can't create the item.
2. The data does not import as anticipated.
When importing data looks different than you thought it would. Here is what you should do.
a. On the import screen when selecting the file, RetailEdge has two options, View as Text and View as CSV. This will allow you to see what the data is going to look like BEFORE you bring it in. Scroll through and if you want you can edit the file (for small changes for larger changes you might want to us a program like Excel or Open Office or do a search and replace in a text editor). Oh yeah if you have not read the help file above, make a backup before you try an import.
b. Import one record.
This will allow you to see what the data looks like when it gets imported. The you can see if there are any problems.
3. Check that Excel did not change the data format.
This is probably the most common. Opening the file in Excel can make modifying your data quick and simple. However it can lead to the following common problems. Here are some Excel Gotchas:
a. RetailEdge is expecting a CSV file format file.
This looks like "Stock Number", "Description", "VendorID",..... The quotes around the fields are critical to a proper import. If your file does not have these you could information coming in incorrectly. You need to make sure that when you save the Excel (or Open Office, Keynote, etc.) that you make sure that the data is saved in this format. Excel will allow you to save as a MSDOS CSV Text file and some programs will give you options to include the quotes (") as field delimiters. Also some programs will save the file with Tabs between the fields and not commas. Open your file in Notepad or some other text editor before importing it into RetailEdge. This will allow you to quickly see if the CSV format file you created meets the requirements.
b. Make sure that Excel is not doing any formatting
. When importing data into Excel, you need to specify that certain fields are to be treated as Text. Usually you can specify this during the import process by right clicking no the columns to be imported and selecting it to be imported as a text field. If you don't do this, Excel and most spreadsheets will treat them as General fields and format them accordingly. For instance if you pull in a UPC that looks like 092345678987, Excel will think this is a number and bring in 92345678987.
Hope this helps but if other people have seen other Excel conversion issues or import limitations, let us know.