Data
Importers
Import data from files into WiseParts.
Import data into WiseParts from CSV or Excel files. Importers let you bulk-load customers, sales history, quotes, and other records from your external systems.
Quick Overview: Upload a file, map columns to system fields, preview the data, then run the import.
Import Process
The import wizard guides you through four steps:
| Step | What You Do |
|---|---|
| 1. Select Type | Choose an import type (customers, sales, etc.) |
| 2. Upload File | Drag and drop a CSV or Excel file |
| 3. Map Columns | Match your file columns to system fields |
| 4. Review & Import | Preview data, configure options, run import |
Navigate to Data > Importers to begin.
Available Import Types
| Type | Description | Key Information |
|---|---|---|
| Customers | Customer master data | Name, address, contact info, tax ID |
| Customer Branches | Locations for multi-site customers | Linked to parent customer, separate address |
| Sales | Transaction history | Date, customer, brand, quantity, values |
| Due Docs | Outstanding invoices | Customer, document ID, dates, amount owed |
| Quotes | Quote/order records | Customer, brand, status, channel, value |
| Brand Families | Product categorization | Groups brands into families for analytics |
File Format Requirements
- Supported formats: CSV, Excel (.xlsx)
- First row: Must contain column headers
- Encoding: UTF-8 recommended for special characters
- Date format: YYYY-MM-DD (ISO format) preferred
Column Mapping
The system provides an interactive mapping interface:
- Auto-detection: Common column names are matched automatically
- Manual mapping: Select from dropdown or drag and drop
- Required fields: Marked with asterisk (*)
- Skip columns: Leave unmapped to ignore
Tip: Download the template for each import type to see the expected column format.
Import Options
Each import type has specific options to control how data is processed:
Customers
- Create as prospects: New customers start as prospects
- Update existing: Modify existing customer records
- Clear salesmen: Remove salesman assignments
Sales
- Replace period: Delete and re-import data for the selected date range
- Delete all: Clear all sales before importing
Due Docs
- Delete all: Clear all due documents before importing
- Delete by branch: Clear only documents for specific branches
Quotes
- Replace period: Delete and re-import for the selected date range
- Delete all: Clear all quotes before importing
Import Status
| Status | Meaning |
|---|---|
| Running | Import is in progress |
| Completed | All rows imported successfully |
| Completed with Errors | Some rows failed validation |
Imports run in the background. The status updates automatically as the import progresses.
Error Handling
- Preview validation: Warnings displayed before running the import
- Success/error counts: Shown after completion
- Failed rows: Can be exported for correction and re-import
- Atomic processing: Successfully imported rows are kept even if some fail
Automatic Imports
For recurring imports, you can set up automatic file transfers:
| Method | Description |
|---|---|
| SFTP WiseParts | Upload files to WiseParts' secure server |
| FTP External | Connect to your own FTP server |
Automatic imports can be scheduled to run at regular intervals, picking up new files as they appear. Each organization can have multiple SFTP connections configured in WiseParts.
Tips
- Import order matters: Import customers before sales (sales reference customers)
- Use templates: Download and fill in the provided templates
- Test first: Verify mapping with a small sample before importing everything