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Bulk importing attachments onto items

Attach spec sheets and other files to many items at once by exact filename, by listing filenames on each item, or by matching item name prefixes.

There are three ways to import attachments in bulk:

-Making sure that the filename exactly matches the name of the item

-Specifying the filename(s) to be imported on each item

-Importing a file that has a name that matches the first characters of some items

Using the Exact Filename

1. To start the import process, click on the Cog

Items list with the Settings cog icon highlighted in the top-right toolbar, next to notifications and the user avatar

2. Click "Items"

Import Center under Settings with the Flexi tab open and the Items option highlighted in the left import menu

3. Click "Attachments"

Import Center with Items selected on the left and the Attachments option highlighted in the Items & Kits submenu

4. Drag and drop the files onto here

Item attachment import options with the file upload area highlighted, showing Select files button and Drag and drop files here

5. The success of the import is shown here

Import Center Items Attachments tab with the green success message highlighted: 1 record uploaded, 0 failed

Specifying the Filename

1. Populate the filename(s) to import on each item. For multiple files, separate with a comma. In this example, the attachment to add to this item is "AX45-3 Spec Sheet.pdf" (the file extension is ignored).

If you are importing to more than a couple of items, we recommend exporting the items to Excel, populating this field, and then importing using the Flexi-Import -> Items

Item form with "AX45-3 Spec Sheet" entered in the Image(s) & Import Filename(s) field, highlighted below the text editor

2. Click "Save Changes"

Item edit panel with tax code fields above, Save Changes button highlighted and Prices, Suppliers tabs below

3. To start the import process, click on the Cog

Items list in Zigaflow with the settings cog icon highlighted in the top-right toolbar, next to the notifications bell

4. Click "Items"

Import Center under Settings with the Flexi tab open and the Items option highlighted in the left-hand import list

5. Click "Attachments"

Import Center with Items selected in the left menu and the Attachments option highlighted under Items & Kits

6. Drag and drop the files onto here

Item attachment import options with the Select files and Drag and drop files here upload area highlighted in orange

7. The success of the import is shown here

Import Center Items > Attachments tab with the success message "1 records have been successfully uploaded. Failed: 0" highlighted

Matching Against the Items' First Characters

1. To import using import file(s) with the same name as the starting characters of items, click here.

For example, a file with the name "AX45.pdf" will update all the items starting with AX45, i.e. AX45-3BG and AX45-3RC will both have this file attached.

Items Attachments import tab with the "Assign by matching filename prefix" checkbox highlighted, currently unchecked

2. Drag and drop files here.

Attachments tab of the item import with the Select files button and Drag and drop files here upload area highlighted
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