Objective
Update the Company Items using the StructShare Bulk Import feature.
Background
As your StructShare usage grows, expands, and evolves over time, you may find a need to update your item records. Whether you want to add a field that you were not previously using, remove information that is no longer relevant, or update the item attributes, adjusting numerous fields across an extensive database can be monotonous.
This process is easy with our Bulk Update Import feature!
Points to Consider
System Admin permission required
Steps:
Download the existing Company Item database
Update the Company Item database
Upload revised Company Item database template
Download Editable Company Item Database
On the Company Items page, click the "Download Excel" button in the upper right corner.
Update the Company Item Database
Open the downloaded file in Excel
Update the relevant fields
PLEASE NOTE: The Internal Item ID column cannot be changed! This is required for a successful item update import.
Save the file
Upload Revised Company Item Database
Navigate to the Company Items page.
Click on the Upload Items button in the upper right corner.
Select "Update existing items".
Map the columns in the file to the corresponding item attributes in StructShare.
PLEASE NOTE: If an empty column on the Excel file is mapped to a populated column in StructShare, the empty column will overwrite the existing data in StructShare.
Check the "Ignore first row" checkbox in the bottom right corner to ignore the first row column headers.
Once ready, click the blue "Import XX Rows."
The system will advise if the import was successful, or generate an Error Report with the reason(s) why any rows were not successful.
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Questions?
Live Chat through StructShare:
Email: support@structshare.com
Phone: 929.567.3474