Import/Export Stock Items

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Proposal/Invoice can import and export Stock Item data in several different formats. This means that you can take the list of stock items created at one installation and transfer it to another, thus saving all the data entry work.
See the menu items File, Export stock items data and File, Import stock items data.



Import / Export in native format (.SID)

Export stock items data (.SID format) includes only the items currently displayed on the stock items list. Simply select the menu item File, Export stock items data, accept the suggested filename (or provide another) and click Save. The export file will have the extension ".sid" (stock items data). Create the file and email it to its destination.
Import stock items (.SID format) looks at the new records to determine if they are duplicates. A duplicate has the same Vendor name AND the same Description (not case sensitive). Duplicates are always replaced by the new record. In this way the export / import operation may be used to change prices, categories, and units of measure for existing items. New items contained in the import file which are not duplicates are simply added to the list.

Import / Export in tab-delimited of .CSV format


Proposal / Invoice can import any list of items that you can display in a spreadsheet program (such as Microsoft Excel). Simply arrange the columns in the correct order (in the spreadsheet) and export a .CSV or tab-delimited text file. Proposal / Invoice can then read in the data and put it in the correct format for use.



Prior to running any import operation it is strongly suggested that a complete data backup is done.