import_and_export:importing_items

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import_and_export:importing_items [2022/03/29 08:05] – [Import file format] Gary Willettsimport_and_export:importing_items [2025/02/28 23:53] (current) – Mark Glover
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 {{indexmenu_n>10}} {{indexmenu_n>10}}
 ====== 17.01. Importing items ====== ====== 17.01. Importing items ======
-You can import a tab-delimited text file of items by choosing **File > Import > Import items...**.+You can import a <wrap em>tab-delimited text file</wrap> of items by choosing **File > Import > Import items...**.
  
 <WRAP center round important 80%> <WRAP center round important 80%>
-  * This command only imports (creates) items.  You will need to do this when you are configuring mSupply for the first time, or when you are wanting to create a number of new items to your system. +  * This command only imports (creates) items.  You will need to do this when you are configuring mSupply for the first time, or when you are wanting to create a number of new items to your system or amend a number of existing items. 
-  * <wrap em>This process does not introduce stock.</wrap> +  * <wrap em>This process does not introduce stock.</wrap> If you would like to import stock, see the [[import_and_export:import_items_and_stock|]] page.
-  * If you would like to import stock, see the [[import_and_export:import_items_and_stock|]] page.+
 </WRAP> </WRAP>
 +
 +You can download the {{ :import_and_export:msupply_item_import_template.xlsx |mSupply Item Import template}} as a starting point for creating your item list. **Reading through this document before proceeding with the import process is highly recommended.**
  
 During import you can specify a number of things including: During import you can specify a number of things including:
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 <WRAP center round important 60%> <WRAP center round important 60%>
-As of v5 (or earlier) it should not be possible to create an item with the same code as another item. Hence, item with duplicate Item code will be ignored.+As of v5 it should not be possible to create an item with the same code as another item. Hence, item with duplicate Item code will be ignored.
 </WRAP> </WRAP>
  
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 | 4              | D              | reference pack size                  | integer                                                                                                                                                                                                                                                    | | 4              | D              | reference pack size                  | integer                                                                                                                                                                                                                                                    |
 | The above fields are mandatory, while the following fields are optional and may or may not be included\\  as per your requirements                                                                                                                                                                                               |||| | The above fields are mandatory, while the following fields are optional and may or may not be included\\  as per your requirements                                                                                                                                                                                               ||||
-| 5              | E              | Default shelf location               | 60 alphanumeric characters                                                                                                                                                                                                                                 |+| 5              | E              | Default shelf location code          | 60 alphanumeric characters. The code of the shelf location that stock of this item is normally placed in. Will be offered by default when stock of the item is received on a goods received note or supplier invoice.                                                                                                                                                                                                                                  |
 | 6              | F              | user field 1                         | 30 alphanumeric characters                                                                                                                                                                                                                                 | | 6              | F              | user field 1                         | 30 alphanumeric characters                                                                                                                                                                                                                                 |
 | 7              | G              | user field 2                         | 30 alphanumeric characters                                                                                                                                                                                                                                 | | 7              | G              | user field 2                         | 30 alphanumeric characters                                                                                                                                                                                                                                 |
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 | 22             | V              | Category 3                           | 60 alphanumeric characters  | | 22             | V              | Category 3                           | 60 alphanumeric characters  |
 | 23             | W              | VEN category                         | The WHO VEN category of the item. One character only, must be V, E or N, will be ignored of it is neither of these. | | 23             | W              | VEN category                         | The WHO VEN category of the item. One character only, must be V, E or N, will be ignored of it is neither of these. |
-| 23             | X              | Weight                               |   |+| 23             | X              | Weight                               | The weight per default pack size (column D) in kg  |
 | 24             | Y              | Critical stock                       | "true" or "false" | | 24             | Y              | Critical stock                       | "true" or "false" |
 | 25             | Z              | Normal stock                         | "true" or "false" | | 25             | Z              | Normal stock                         | "true" or "false" |
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 | 27             | AB             | User field 6                         | 30 alphanumeric characters                                                                                                                                                                                                                                 | | 27             | AB             | User field 6                         | 30 alphanumeric characters                                                                                                                                                                                                                                 |
 | 28             | AC             | User field 7                         | "true" or "false" | | 28             | AC             | User field 7                         | "true" or "false" |
 +| 29             | AD             | Default volume per pack              | The volume of a single pack of the default pack size in m<sup>3</sup>. This volume is filled in by default when receiving stock but can simply be overridden. |
 +| 30             | AE             | Default outer pack size              | The number of default packs that fit in a carton. Filled in by default when receiving goods but can be simply overridden. |
 +| 31             | AF             | Default outer pack volume            | The volume of an outer pack in m<sup>3</sup>, filled in by default when receiving goods but can be simply overridden. |
 +| 32+            | AG+            | Item custom fields                   | After column AF (31), any custom item fields set up in the preferences (see the [[preferences:custom_fields|]] section for details) can be added. The column header must be exactly the name of the custom field (case **in**sensitive). The values entered in these columns will be saved to the item's appropriate custom field. |
  
-All these are in this handy template: {{ :import_and_export:msupply_item_import_template_1_.xlsx |mSupply Item Import template}}+All these are in this handy template: {{ :import_and_export:msupply_item_import_template.xlsx |mSupply Item Import template}}
  
 The chances are that you already have a set of codes that you use internally. In this case open up Excel or a similar spreadsheet program, fill in the item description in the order shown above. For a quick solution, you only need to fill in the first four columns, the rest can be ignored. The chances are that you already have a set of codes that you use internally. In this case open up Excel or a similar spreadsheet program, fill in the item description in the order shown above. For a quick solution, you only need to fill in the first four columns, the rest can be ignored.
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 ==== Import new item codes ==== ==== Import new item codes ====
  
-If you need to change the item codes for a selection of items in bulk, custom code has been developed for this purpose.  It is a technically challenging process that is easy to get wrong.  Please contact Sustainable Solutions on support@msupply.org.nz to discuss this.  Include a link to this heading [[https://docs.msupply.org.nz/import_and_export:importing_items#import_new_item_codes|Import new item codes]] :-).+If you need to change the item codes for a selection of items, it is a technically challenging process that is easy to get wrong if done manually, especially if you intend to re-use existing codes (not recommended!).  Custom code has been developed to do this in bulk.  Please contact Sustainable Solutions on <support@msupply.foundation> to discuss this.  Include a link to this heading [[https://docs.msupply.org.nz/import_and_export:importing_items#import_new_item_codes|Import new item codes]] :-).
  
 The relevant details are: The relevant details are:
  • Last modified: 2022/03/29 08:05
  • by Gary Willetts