Settings : Products & Services Import

  • Updated

You are able to import Products & Services.

Go to Settings, Import section, Products & Services.

juvonno_settings_imports_products_and_services.JPG

The next page takes you to a list of "Required" and optional fields. Items highlighted in green must be populated on your CSV file for importing or you will receive errors. The other items on the list are optional, you can check the check box if you will be importing data into these fields before creating the excel document.

 juvonno_settings_imports_products_and_services.JPG

 

Below is the explanation for the Unit of Measure field.

juvonno_product_and_services_unit_of_measure_field.JPG

In the bottom left-hand corner, click on the [Get Import Template] button.

 

A Microsoft Excel file will download, open the file and format your data into the correct fields.

 

Format the data into the correct fields. Be sure to have data in the required fields. Be sure to save the file once finalized as a CSV file.

Now go back to Settings, Imports Section, Appointment Import page in Juvonno.  Select if the file contained a header row.  The header row is the row with the names of the columns. The Inventory track must show 1= Yes, 0 = No (default).

 

juvonno_imports_products_and_services_header_row.JPG

 

Finalize the import by selecting the upload button in the bottom right-hand corner.

 

 

NOTES:

- If you are performing an import that creates errors within your system and the data does not match or there are any importing issues that require a developer to reverse the import there will be a charge of $150.00 per hour.

 

 

 

Was this article helpful?

0 out of 0 found this helpful