Prior to importing data, you should be sure to view a test sample of data to make sure that the data you will be importing is not only formatted right but clean as well.
Download the following sample, and scroll through the workbook to view samples of each piece of data. Starting off on the right foot with clean data is the path to efficiency!
MEHD / GO Business Data Import Sample - Click Here
*Prior to uploading your data, please contact your Global Office Software Customer Success Representative to ensure that your data is formatted correctly
Order the Data Should Be Uploaded
* All of the data sets can be found under Settings > Imports
Main Data Imports
- Departments
- Categories
- Vendors
- Products
- Customers
- Contacts
Supplementary Data Imports
- Serials
- Manufacturers SKUs
- Onhands
- Loyalty Points
- Product Standard Pricing
- Product Pricing Grid
- Transactions
Before Data Can Be Uploaded
- Be sure to go through your data prior to import to make sure that the data is clean, in the correct format and saved as a CSV before importing.
- Type of data that can be uploaded - General Data Type
- No Formulas, all data should be copied and pasted as General Data
- Each 'Import File' should be saved as a 'separate' CSV FILE
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