Creating An Import File From Excel

There may be times when you have product information in a spreadsheet that you would like to use to create a working order (for various reasons) in SmartWeb. Below are the step-by-step instructions on how to prepare the file for use in SmartWeb. A video tutorial is available as well.

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How to Create An Import File From Excel

1. Import your source data into Excel.

2. Arrange data into columns with “product code” (SKU) in column A and Quantity in column B. If no quantities are available or wanted leave column B empty

3. Delete all other data from file

4. Format the columns for product code and quantity (if available) to specific widths.  The product code column must be 14 spaces and left justified. The quantity column must be 6 spaces and right justified.

5. Delete column headings.

6. Click File>Save

7. Name File and click Save.

8. Click File>Export>Change File Type

9. Under Other File Types select Formatted Text (Space Delimited)(*.prn)

10.   Click Save As

11.   Name File and click Save

12.   Click yes to pop-up prompt

13.   Close Excel file.

14.   Open Windows file directory and find the .prn file you saved in step 11.

15.   Right click on the file name.  Select Rename.

16.   Change the file extension from .prn to .txt

17.   Hit Enter key

18. In SmartWeb, go to Orders>Import Products>Working order

19. Select file to upload

20. Rename the working order, if desired and click “Import Order”

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