Import templates are provided in the Import Tool of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, etc.).
How to customize the file
- Remove columns you don’t need. However, we advise you to not remove the ID column (see why below).
- Set a unique ID to every single record by dragging down the ID sequencing.
- Don’t change the labels of columns you want to import. Otherwise, KIU BMP won’t recognize them anymore, and you will have to map them on your own in the import screen.
- Feel free to add new columns, but the fields need to exist in KIU BMP. If KIU BMP fails in matching the column name with a field, you can match it manually when importing by browsing a list of available fields.
Why an “ID” column?
The ID is a truly unique identifier for the line item. Feel free to use one of your previous software to ease the transition into KIU BMP.
Setting an ID is not mandatory when importing, but it helps in many cases:
- Update imports: you can import the same file several times without creating duplicates.
- Import relation fields (see here below).
How to import relation fields
An KIU BMP object is always related to many other objects (e.g., a product is linked to product categories, attributes, vendors, etc.). To import those relations, you need to import the records of the related object first from their own list menu.
You can do this using the name of the related record or its ID. The ID is expected when two records have the same name. In such a case, add ” / ID” at the end of the column title (e.g., for product attributes: Product Attributes / Attribute / ID).