Read before following any of these instructions listed here: If your SmartBOL support contract has expired, follow these instructions at your own risk. SmartBOL Support does not provide any support without an active support contract. Please refer to support policies at www.smartbol.com/support.htm for support policies.


Main Menu | Data Import/ Export | Import Masters - Direct | Products

Import Type

• Select Import Type - Addresses

• Overwrite Record with matching Address ID or Product Code: Check this box if you would like to overwrite

Address or Product Records


2. Record Source

Please select one of the following option

• CSV

• QuickBooks (Run QuickBooks in the background or enter company path): Entire Products List will be imported in to SmartBOL. ( Master | Products)

•  Peachtree (Enter Company File Path such as C:\Program Files\Peachtree\Company\BCS. While Peachtree is running go to Help à Customer Support and Service à File Statistics. Company file path is located at the bottom of this screen): Entire Address List will be imported in to SmartBOL. ( Master à Products)


3. CSV File Location.

 

  • Click Create Empty Template File button to create an empty CSV Template

  • Add records to the template file using Excel or Notepad. Make sure all required fields have data.

  • Now Click the Browse Button & select the CSV/ data file. Click Load Data button to Import records.

  • If import skipped any records, check import log for errors which is created in the same folder as the csv file

 

Field

Size

Type

Required

PRODUCTID

60

 

Y

UPC

Numeric

 

 

CONTAINER

10

 

 

HAZARD

1

X

 

DESCRIPTION

150

 

Y

NMFCCODE

9

 

 

CLASS

4

 

 

WEIGHTPERPIECE

Numeric

 

 

UOM

1

L or K

 

PI

Numeric

 

 

WMIT

10

 

 

RATE

Numeric

 

 

HAZMATCLASS

5

 

 

HAZMATDESC

300

 

 

UN

7

 

 

PG

3

 

 

MARINE

not used

 

 

PKGTYPE

10

 

 

SUBRISKS

30

 

 

MARINEPOL

1

1 - Yes; 0 - No

 

DOTE

30

 

 

POISON

1

1 - Yes; 0 - No

 

POISONZONE

1

1 - Yes; 0 - No

 

RQ

1

1 - Yes; 0 - No

 

LTDQTY

1

1 - Yes; 0 - No

 

HSTARRIFNO

 

(for export only)

 

COUNTRY

 

(for export only)

 

UNITPRICE

 

(for export only)

 

HUPKGRATIO

Numeric

 

 

PRODUCER

 

(for export only)

 

PREFCRITERION

 

(for export only)

 

DOTEUNITS

 

 

 

CATEGORYID

60

 

 

CATEGORYFLAG

1

Y- Yes, N - No

 

SKU

Numeric

 

 

 

All the fields in RED are Required Fields