Import your data

What magic import can do

If your inventory, customers, or catalog live in a spreadsheet today, you do not need to retype anything. Magic import reads any CSV or Excel file (.csv, .xlsx, or .xls), figures out what kind of data it holds, and shows you exactly what will happen before anything is created.

You can import five kinds of data:

• Units: individual physical inventory identified by a barcode, a manufacturer serial number, or both. A serial-only Unit is imported as Needs barcode and can be paired later, see Add and pair units by scanning.
• Product types: catalog entries like "Standard wheelchair". Product imports can choose serialized or quantity tracking and set a starting in-warehouse quantity.
• Customers: names plus contact details, phone, and delivery address.
• Locations: warehouses, bins, and trucks.
• Categories: your equipment category list.

Run an import

1. Go to Data Import, under Company settings.
2. Optionally tell it what the file contains, or leave it on "Let magic figure it out".
3. Choose your file. TrackDME analyzes the column headers and a sample of rows, then tells you what the file looks like and whether it can be imported.
4. Review the column mapping. Every column in your file is listed with an example value and the TrackDME field it will import into. Change any column, or set it to Ignore.
5. Check the preview: how many new records will be created, how many already exist, duplicate rows with their row numbers and identifiers, and any rows that cannot be imported.
6. Click Import. Nothing is written until you confirm.

When a file can't be imported as-is

Magic import is honest about what it can and cannot use:

• If the file matches a data type but is missing something essential (for example, a single column of barcodes with no product information), it tells you exactly what column to add.
• If the file looks like rental orders or invoices, it explains that order import is not supported yet and suggests importing your customer list and units instead.
• If the file is unrelated data (say, a bank statement uploaded by accident), it says so and reminds you what you can import.

Safe to re-run

Duplicates are skipped, never overwritten. Units are matched by barcode and serial number, while catalog records are matched by their stable name or Product number. If an import stops partway or you fix a few bad rows, upload the same file again and only the missing records are added. When you import units, any product types, categories, and locations named in the file are created automatically, and the preview counts them before you confirm.

Exporting your data

Company settings has its own Data Export section with a CSV download for units, products, customers, and orders. See Export your data.

Related

See Label and add your units, Bulk add units by scanning, and Set up your product catalog.