Help > Admin - Bulk upload-items
Yes, FactWise offers a bulk item import feature to populate item directories with ease. Click the bulk import icon on the top right of the Items dashboard to begin the process. Generate a csv template for your item directory by specifying the maximum number of the following per item: measurement units, identifications, specifications, and preferred vendors. Open the auto-downloaded csv file and populate the spreadsheet as per field titles in the third row, and explanations and examples in the top two rows of each column. User inputs commence row 4 onwards.
Some fields may allow multiple values. In order to do this, n columns need to be added for the same field, if it has n values. For example, if item A has two measurement units - kgs and liters, two columns should be added for measurement units, with values ‘kgs’ and ‘liters’ respectively.
Note: The additional column for a particular field should be added directly to right next of the corresponding column and not at any other place.
When your spreadsheet is accurately populated, attach it to the Bulk Item Import popover and click Upload. Resolve errors, if any, and then access the newly added items via the Items dashboard.
Currently, it is necessary to use the csv template format provided by FactWise. Please ensure:
In case an uploaded file template has errors, users will see a preview page of the entire spreadsheet with errors highlighted in red. Double-click the cell with the error (red fill) to resolve the error on that page itself and then click the Re-Upload button. Alternatively, make necessary modifications on the csv file locally and re-attach it to the Bulk Item Import popup.
Check the following fields and conditions for item upload errors:
To assign the same item to n entities, add n rows duplicating all item details and make sure to appropriately modify the Procurement Entity Name column to reflect each entity the item is to be assigned to.
Items can be disabled via the Options menu on the Item Directory dashboard. This will ensure they are no longer available to be added to new events, and also events that currently contain these items will remain unaffected.
Yes, via the Options menu on the Item Directory dashboard. Make sure that the filter on the top left of the page is set to show ‘All’ or ‘Disabled’ items.
Make sure that the items have been linked to each relevant entity. This will ensure they are visible to all relevant users.