Inzant "Retailer Full Export" Excel Bulk Edit Process
If you have the "Retailer Full Export" data export/import process enabled on your system (you can check this by getting in touch with Inzant support), then you will be able to export your entire retailer data into an Excel file, perform as many edits as required and then reimport the data back into Inzant.
There is a significant time saving involved with this process, particularly if you need to make a lot of retailer supplier account modifications (which can be time consuming to do using the web client).
To begin with login to the Inzant Sales Management Client, and navigate to the "Reports" section. Once open, expand the "Export Reports" folder, and select either the "Retailer Full Report (All Retailers)" or "Retailer Full Export (Active Retailers)" report (depending on whether you want to edit all retailers or only active retailers).
You have the option of filtering the report by a Retailer Chain, Type, Grade or Territory the dropdown selection controls, or getting all retailers by leaving these blank. When ready to run the report, click the Export button and select Microsoft Excel (.xls).
This will download the excel file. Once downloaded you will be able to open and commence making edits to the file. At this stage its good to save a copy of the unedited Excel retailer file to give you a nice "backup" of the previous configuration - this is highly advised.
Very Important Note;
- Whilst making your bulk edits, DO NOT edit the column set of the excel file - this could cause issues with the import process.
- If you cannot complete all edits in one session, ensure you save and reopen the file in Excel format to preserve the format of the data.
- If importing existing customers DO NOT CHANGE THE INTERNAL RETAILER ID (COLUMN A).
- If importing NEW Customers Internal Retailer ID Column (Column A) MUST be blank.
Upon the edits being complete, you will need to save the excel file as a CSV file (comma delimited).
When you have the new CSV version of the file you are ready to import it. You can import the file using either of the two methods;
a) Importing via the Retailer Screen
If you want to simply upload the file straight into the system, open the Retailer Search screen in the admin website. In the Retailer Search screen click on the Ellipsis button (...), and select "Retailer Import".
In the popup window select the product import you want to run, and then click Upload and select the file to upload. (if you only have one import type setup it will be automatically selected in the dropdown list)
That is all you need to do, you should receive notification shortly afterwards when the import is complete.
b) Importing Via Email
- Ensure the name of the CSV file matches system import name requirement (contact Inzant support to determine what the name should be for your system).
- Create New Email
- Attach CSV import file to the email
- Address the email to the system import email address (contact Inzant support to determine what the email address should be for your system).
- Ensure the email has a subject line ("retailer import" or something along these lines would make sense).
- Send email.
Important Notes;
- The system will only be configured to import data received from certain email address'. If your email is not on the approved list contact Inzant support to get it added.
- The import will take anywhere from 1 minute to an hour depending on the size & complexity of the data import. On completion the import process will send a confirmation email to the configured email address. If you do not receive a confirmation email after sending an import in then contact Inzant support to ensure there were no issues with your data.
- If you find your import has caused major data issues then you have several options;
- You can undo the modifications by saving a CSV version of the backup you saved earlier and reimporting that, or
- Get in touch with Inzant and ask for assistance restoring your previous data.
Related Articles
Inzant "Product Full Export" Excel Bulk Edit Process
If you have the "Product Full Export" data export/import process enabled on your system (you can check this by getting in touch with Inzant support), then you will be able to export your entire product data into an Excel file, perform as many edits ...Video Guide - Management Portal - Product Bulk Export and Import
· To bulk update your Product data you first need to get an export of the Product information from Inzant Sales. To do this you need to be logged into the Management portal, and open the Reporting screen. · Click on the “Export Reports” ...Management Portal - Bulk Editing
To bulk edit on any screen whether you want to confirm a group of orders, change the date of a group of future dated orders, change a territory or edit a retail chain. The process is the same on all screens. To do this you can now use the bulk edit ...Adding a supplier and editing account numbers
To add a supplier on an existing retailer open the retailer you would like to change. Touch the "Supplier" icon here you will see all the suppliers this retailer has added currently to add a new supplier touch the "edit" icon. Touch the "add" icon. ...Triggering an Import from MYOB AccountRight
With the latest MYOB AccountRight integration you can easily trigger a Product, Retailer, Pricing or Associated Order import at any time. You will need to; Log into the Inzant Sales Management Client Navigate to the Configuration Screen by Clicking ...
Popular Articles
Home Screen and Navigating the System
The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...Creating a Retailer
This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...Setting a Retailer to have Website access from the Management Portal
To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...Inzant Website CMS User Manual
The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.Creating Hyperlinks
There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...Performing a Hard Reset on an iPad
Adding a Favourites List to a Retailer
In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...Accessing and Managing Favourites Lists
In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...Creating Bespoke Favorites Lists for a Contact
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...