CSV Import > Map Components to Import New Item Groups

 

Solution:

A. Prepare a CSV file including but not limited to the following options:

-- Item Name/Number (Name of your Item Group)

-- Component

-- Quantity

-- Other fields that are mandatory in the Item Group form

 

For item groups that will have more than one component, see the below format for the CSV file:

 

Item Name/Number	Components	Quantity
Item Group	Item 1	1
Item Group	Item 2	2
Item Group	Item 3	3
Item Group	Item 4	4
Item Group 2	Item 1	1
Item Group 2	Item 2	2
Item Group 2	Item 3	3
Item Group 2	Item 4	4

 

In the above example, each item group will have four components each.

 

B. Proceed with the import by navigating to Setup > Import/Export > Import CSV Records.

-- Import Type: Items

-- Record Type: Item Group

-- Browse the file from your computer and click Next.

 

C. In the Data Handling, choose Add and click Next.

 

D. In the Field Mapping, map the following:

-- Item Name/Number – Item Name/Number (Req)

-- Components – Members : Item (Req)

-- Quantity – Members : Quantity

 

E. Map other fields in the CSV file, if any.

 

F. Click Next.

 

G. Enter an Import Map Name and click Save & Run.