Importing Data
This feature allows you to import data from almost any source as long as you can get it into a properly formatted input file using Excel.
Importing Party Data
From QuickBooks 2009-2015
File > Utilities > Export > Addresses to Text File...
Choose the type of name you will import. We suggest exporting each type of name separately so that you can tag them appropriately for import into Shipper.
Save the file to a location on your computer where you can easily find it again.
From Outlook (similar in prior version of Outlook)
File, Open, Import (badly labeled)
From the "Import and Export Wizard", click "Export to a file"
Choose "Comma Separated Values (Windows)"
Choose your "Contacts" folder
Save the file to a location on your computer where you can easily find it again
Into Shipper
Actions > Import Data
Select the file that you previously exported
Select Parties and optionally a party type
Press Continue to review the data to be imported
You may go back, edit the text file and then retry reviewing the data
Importing Item Data
From QuickBooks 2009-2015
First, in Shipper:
Click Actions > Import Data
Select "Item Data"
Click "Download a blank CSV File"
Save the file to a location on your computer where you can easily find it
Next, in QuickBooks:
File > Utilities > Export > Lists to IIF file...
Click only the "Item List" checkbox
Save the file to a location on your computer where you can easily find it.
Open the file in Excel. It should help you to format it properly into columns, etc.
Open the blank file from the first step in Excel. This is the file that you will import FROM.
Copy data from the QuickBooks IIF file in Excel into the import CSV file.
From Excel Only
First, in Shipper click Actions > Import Data
Select "Item Data"
Click "Download a blank CSV File"
Save the file to a location on your computer where you can easily find it
Open the file in Excel and add items as necessary
Into Shipper
Actions > Import Data
Select the file that you previously exported
Select "Item Data" as well as the Item Class and Category that you will import.
Press Continue to review the data to be imported
You may go back, edit the text file and then retry reviewing the data
Importing Shipment Data
Select the type of data (second step)
Click "Download a blank CSV file"
Add as much information as possible. Some notes:
Shipment Number is required and must be unique
Importing Cargo Data
Select the type of data (second step)
Click "Download a blank CSV file"
Add as much information as possible. Some notes:
Cargo Number is required
SKUs, if provided, will be created automatically but not linked to a supplier
Scale tickets will be created if pounds is provided
Item codes will be added if not already existing (careful!)
Unit Types must already exist
Units will be directly added to the inventory ledger. i.e. -5 will withdraw inventory and +5 will add inventory.
Important Notes:
Shipper does not edit existing data with imported data if there is an exact match on the name of the company or person.
The data in the grids that you review is not the raw data and only contains the Party or Item record, not address information and other ancillary information.