Importing products from a spreadsheet

!Importing data into Daylite can have unexpected results and can corrupt your database requiring expert assistance to fix. Only proceed with this process if you are confident and accepting of the risks involved.

!DSA is NOT localised to support currency formatting other than UK, AUS, CAD, USA. All imported files need to be set to a decimal point ie. 10.00 not 10,00 a comma is not supported. Importing data that is not set correctly has the potential to corrupt your database! Read this page for more information

A spreadsheet is often the best and quickest way to import products or services into Daylite. This process is required under the following circumstances:

• When setting up Daylite Sales Assistant
• When adding a large number of new products from a supplier
• When a price adjustment is needed
• When any data needs to be updated

If you only have a small number of products to enter, we recommend entering these manually to avoid and data corruption risks.

The process needs to adhere to the following steps:

1. Setting up a good, clean spreadsheet before importing
2. Testing on a small subset of the data (see what is a good test)
3. Importing in a safe manner that can be recovered from if a mistake occurs

Other aspects include:

• Understanding the match feature
• Saving and working with an import map
• Using all the product fields
• Understanding the accounting fields
• Understanding how the final price is calculated