Sheet 1: Data Instruction

	
	

		
Data Instructions:
		


		


	
	

		


		


		


	
	

		
1. Go to Data Import Tab
		


		


	
	

		


		


		


	
	

		
2. Items highlighted in RED are required fields and must contain data
		


		


	
	

		


		
The Main Screen / Common & Mandatory Field Group are generally the essential / minimal data required for any company.
		


	
	

		


		
JCurve recommends that you at least load this data.
		


	
	

		


		


		


	
	

		
3. Save the Excel File
		


		


	
	

		


		
This provides a back up in case errors are found in the CSV file
		


	
	

		


		


		


	
	

		
4. Remove row 1 through 3 on Data Import tab before saving CSV file
		


		


	
	

		


		
Row 1 provides a description of the fields
		


	
	

		


		
Row 2 provides hints, restrictions on fields
		


	
	

		


		
Row 3 shows Tabs within JCurve Employee record
		


	
	

		


		


		


	
	

		
5. Save file as CSV
		


		


	
	

		


		
Whilst on the Data Import Tab save as CSV
		


	
	

		


		


		


	
	

		
6. Import CSV file into JCurve
		


		


	
	

		


		
Setup>Import/Export>Saved CSV Imports
		


	
	

		


		
Select JCurve Inventory Item Mapping
		


	
	

		


		
Select your CSV File
		


	
	

		


		
Press Next to Display Data Handling screen
		


	
	

		


		
Press Next to Display the Field Mapping screen
		


	
	

		


		
Press Next Save to Display mapping & Start Import screen
		


	
	

		


		
Select RUN (not Save & Run). Ignore warning message
		


	
	

		


		
Correct & Resubmit errors
		


	
	

		


		


		


	
	

		
Note :
		


		


	
	

		


		
Use this template to load
		


	
	

		


		
a)
		
Inventory Items only ( do not mix inventory types in this template) with a single currency selling Price ( AUS)
	
	

		


		


		
If using multi-currency pricing, additional currency selling prices must be loaded  as an update to the  Item