Work Instruction
For customers that already maintain or who can easily translate data into a .csv format are recommended to use our import data tool to remove the need for manual data entry.
The following information can be imported into Mar-Kov provided it is in a correctly formatted .csv file:
- Items
- Suppliers/Manufacturers
- Customers
- Batching Recipes
- Packaging Recipes
- Inventory quantities
A Customer Success (CS) Manager will gladly send you the template import files that will guide you on what information can be imported or updated in Mar-Kov.
To access the import programs to import new data, select Imports >> Create from the Main Menu bar.
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Then, select the program you wish to import data to (e.g. items, recipes, etc.).
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File Explorer will then open to prompt you to select the file to be imported. Select the file you wish to import and then select Open.
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A successful import will display the following message:
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An unsuccessful import will display an error message and provide you with a .txt with the reason behind the failure.
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Mar-Kov also allows for mass updating information using the .csv file. This includes mass updates to:
- Items
- Suppliers/Manufacturers
- Customers
To access the update programs, select Imports >> Update from the Main Menu bar.
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Then, select the program you wish to update data for (e.g. items, recipes, etc.).
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File Explorer will then open to prompt you to select the file used to update your data. Select the file you wish to use and then select Open.
Note: The .csv file does not need to contain all columns listed from the import template files. You may only include the columns that require updated information.
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After the file is selected, a message will be displayed on the status of the import.