Skip to main content

Import custom fields from a spreadsheet

Use the Flexi-import to load custom field data for items from a spreadsheet, matching item codes and mapping columns to existing custom fields.

The quickest way to import the data for custom fields is using a spreadsheet and the Flexi-import. The custom field must exist before importing.

Prepare the import file

1. Prepare the import file. It does not have to map to an import file. All that is needed is the item code in the first column and, in this case, the custom field in another. If there are other columns, they can be ignored during the import process.

Spreadsheet with ItemCode in column A and Supplier Code in column B, listing four item codes with matching supplier codes

Open the Flexi-import

2. To start the import, click here.

Zigaflow dashboard with the settings gear icon highlighted in the top toolbar, next to the notifications bell

3. Click "Import Center"

Settings menu list with Import Center highlighted between Financial Settings and Integrations

4. Click "Flexi"

Import Center in Settings with the Flexi tab highlighted in the left menu, showing Flexi Import Items Step 1 of 3

5. Click "Items"

Import Center with Flexi selected and the Items tab highlighted, opening Flexi Import Items Step 1 of 3 file upload

Upload and map the file

6. Upload the file

Flexi Import Items step 1 of 3 with the Select Files or Drag & Drop Here button highlighted to upload the .xls or .xlsx file

7. Match the spreadsheet item column to the Zigaflow item code field

Mapping import screen, Mandatory Fields: Spreadsheet Header dropdown with ItemCode highlighted to match Zigaflow Item Code field

8. Map the custom field

Import mapping screen with the Zigaflow Field box highlighted next to Supplier Code under Optional Fields

9. Search for the name and select the field

Zigaflow Field dropdown with "su" typed in search, highlighting the Supplier_Code (Custom) option below Main Supplier

10. Click "Next"

Flexi Import Items step 2 of 3 mapping ItemCode and Supplier Code to Zigaflow fields, with the Next button highlighted

11. Check the import was successful

Import Complete screen with green check mark and summary bar, highlighting the "4 Items updated" result next to "0 Items created

Learn more: items and stock in Zigaflow

Related Articles
Did this answer your question?