Use these instructions to import generic CSV or TXT data for costs. After import, these will be stored in the Cost Admin databaseIn WorkflowMax, the costs of the products, materials or recurring expenses that you typically use while working on a job can be stored in the Cost Admin database (at Business > Settings > Costs). When you are working on an estimate, quote or job you can quickly access a cost from the database, simply by typing its name in the description field (on the cost information screen)..
Before you import data into WorkflowMax, you need to prepare a suitable import file.
To set up an import file, do one of the following:
"code", "description", "price"," cost", "supplier", "note", "income_account", "cost_of_sale_account"
A cost record will be updated only when the Code on the import file matches an existing cost Code.
To import cost data into WorkflowMax:
The type of file that you wish to import. Select Generic - Cost.
The format is either CSV or tab-delimited.
Controls whether existing data is overwritten with newly imported information.
WorkflowMax will normally ignore duplicate records. This means that you can re-import a spreadsheet after making changes to it (such as adding some new records), and any duplicate records will simply be ignored.
This is generally acceptable, but there are some cases where you might wish to re-import a record to update the information that is already on file (such as a client or supplier address or for cost updates). To cater for this, some data tables support the Update Existing? feature, which allows existing data records to be updated with newly imported information.
The help information for each import type indicates clearly whether the Update Existing? feature is supported or not.
Choose the file on your computer that you wish to import.
|Job Import Options|
This section is required only if you are importing job data.
Setting up WorkflowMax