Importing Data

This feature allows you to import data from almost any source as long as you can get it into a properly formatted input file using Excel.

Importing Party Data

  • From QuickBooks 2009-2015
    • File > Utilities > Export > Addresses to Text File...
    • Choose the type of name you will import. We suggest exporting each type of name separately so that you can tag them appropriately for import into Shipper.
    • Save the file to a location on your computer where you can easily find it again.
  • From Outlook (similar in prior version of Outlook)
    • File, Open, Import (badly labeled)
    • From the "Import and Export Wizard", click "Export to a file"
    • Choose "Comma Separated Values (Windows)"
    • Choose your "Contacts" folder
    • Save the file to a location on your computer where you can easily find it again
  • Into Shipper
    • Actions > Import Data
    • Select the file that you previously exported
    • Select Parties and optionally a party type
    • Press Continue to review the data to be imported
    • You may go back, edit the text file and then retry reviewing the data

Importing Item Data

  • From QuickBooks 2009-2015
    • First, in Shipper:
      • Click Actions > Import Data
      • Select "Item Data"
      • Click "Download a blank CSV File"
      • Save the file to a location on your computer where you can easily find it
    • Next, in QuickBooks:
      • File > Utilities > Export > Lists to IIF file...
      • Click only the "Item List" checkbox
      • Save the file to a location on your computer where you can easily find it.
      • Open the file in Excel. It should help you to format it properly into columns, etc.
    • Open the blank file from the first step in Excel. This is the file that you will import FROM.
    • Copy data from the QuickBooks IIF file in Excel into the import CSV file.
  • From Excel Only
    • First, in Shipper click Actions > Import Data
    • Select "Item Data"
    • Click "Download a blank CSV File"
    • Save the file to a location on your computer where you can easily find it
    • Open the file in Excel and add items as necessary
  • Into Shipper
    • Actions > Import Data
    • Select the file that you previously exported
    • Select "Item Data" as well as the Item Class and Category that you will import.
    • Press Continue to review the data to be imported
    • You may go back, edit the text file and then retry reviewing the data

Importing Shipment Data

  1. Select the type of data (second step)
  2. Click "Download a blank CSV file"
  3. Add as much information as possible. Some notes:
    • Shipment Number is required and must be unique

Importing Cargo Data

  1. Select the type of data (second step)
  2. Click "Download a blank CSV file"
  3. Add as much information as possible. Some notes:
    • Cargo Number is required
    • SKUs, if provided, will be created automatically but not linked to a supplier
    • Scale tickets will be created if pounds is provided
    • Item codes will be added if not already existing (careful!)
    • Unit Types must already exist
    • Units will be directly added to the inventory ledger. i.e. -5 will withdraw inventory and +5 will add inventory.

Important Notes:

    • Shipper does not edit existing data with imported data if there is an exact match on the name of the company or person.
    • The data in the grids that you review is not the raw data and only contains the Party or Item record, not address information and other ancillary information.