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MISAll · DOC-029 · Items, stores and customer data
Import products and master data from Excel
Download the template from the current page and validate a small sample first. Master-data import differs from importing lines into a business document.
Steps
- Open import in the target data page and download its template. Keep barcode cells as text so leading zeros remain intact.
- Prepare a small sample and check units, categories and numeric formats. Avoid formatted text in numeric price columns.
- Inspect field mapping, preview and duplicate-code handling. Updating existing records requires a deliberate scope decision.
- Check successful, skipped and failed counts. Correct errors before importing the remainder.
- Search imported records by code and verify them in an actual document-selection screen.
Check the result
Counts match expectations and key fields are correct without duplicate records or incorrect units.
Notes and troubleshooting
Recognizing a name does not automatically create a usable stock item. AI-assisted import also requires human review.
