Importing data
Import customers, suppliers, items, stock and existing records from other systems using spreadsheets
21 articles
Importing customer data
Everything you need to know about importing customer data into Zigaflow
- Import customers from a fixed spreadsheetImport your customer list into Zigaflow by downloading the Import Center template, filling it in, and uploading the completed spreadsheet.
- Import customers from a spreadsheet with selected columnsImport your clients by mapping fields from a spreadsheet which is not our template layout
- Importing contactsImport contacts into Zigaflow from a spreadsheet, match only the columns you need, and save the mapping to repeat the import later.
Importing supplier data
How to import data about your suppliers or vendors into Zigaflow
- Importing suppliers from a spreadsheetImport your suppliers into Zigaflow by downloading the supplier template from the Import Center, filling it in, and uploading the completed file.
- Importing supplier contactsImport supplier contacts in bulk by downloading the Import Center template, filling it in, uploading it, and checking how many were added or updated.
Importing items
How to import items, and their attachments, from a spreadsheet
- How to import spreadsheet data with specific columnsA flexi-import allows you to map the information in your spreadsheet to where you want it in your Zigaflow item list
- How to import items into your item list using our spreadsheet templateDownload the items template from the Import Center, fill it in, and upload the completed file to add items to your Zigaflow item list.
- Bulk importing attachments onto itemsAttach 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.
- Bulk importing images onto itemsBulk import images onto items by matching exact filenames, matching the first characters of item names, or specifying filenames on each item.
- Importing item attributesSet up attributes on your items with the Import Center, then use the flexi-import to add attribute values from a spreadsheet by item code.
Importing stock data
How to import inventory and stock quantities from a spreadsheet
Importing client assets
Import the items at your customers' locations that you service
Importing variants
How to import base variants and SKUs from a spreadsheet
- Import SKU/items into variantsAdd SKUs or items to one or more existing variants by preparing a spreadsheet of item codes and option values and uploading it through the import center.
- Import variants from a spreadsheetPrepare a spreadsheet with variant base codes, descriptions, SKU dividers and options, then upload it through the Import Center in Zigaflow.
Importing existing quotations and orders
Import live or historical quotations, orders and invoices from your old system using spreadsheets
- Import leads from a spreadsheetImport leads from a spreadsheet into Zigaflow, creating missing customers and contacts, mapping columns and saving the mapping for later imports.
- Import quotations from a spreadsheetImport existing quotes into Zigaflow from a spreadsheet, check which columns your file must include, and upload it through the Import Center.
- Import jobs/orders from a spreadsheetImport multiple jobs or orders into Zigaflow from a spreadsheet using the import template, including the required columns and item rows.
- Import purchase orders from a spreadsheetMore than one one Purchase Order (PO) can be imported in one spreadsheet
- Import invoices from a spreadsheetImport invoices into Zigaflow from a spreadsheet using the Import Center template, including the required columns and how to lay out each item row.
- Import contracts from a spreadsheetImport multiple contracts into Zigaflow from a spreadsheet template, including the required columns, client asset links and how to upload the file.