   |
NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. |
Use the Price List Import Wizard to import a new price list or update an existing price list. To start the wizard, go to Utilities > Import Price List, or go to Maintenance > Price List > Price Lists and click Import Price List on the Editing group of the ribbon.
Is one of the columns being imported actually a checkbox in Spectra (i.e. Non-Taxable)?
In the spreadsheet, make sure that you enter True to have the box checked, and False to leave the box unchecked.
-
Select the file type and then find the specific file you want to import.
-
Choose Simple or Advanced Import. The Simple Import provides you with a column chooser, allowing you to choose the specific columns you want to import. It also provides an option to override existing items with updated information (i.e., increase prices for a new year). The Advanced Import is even more powerful, but requires you to use a very specific spreadsheet structure. Refer to the appropriate section below for instructions on how to proceed with the import based on the type of import you’ve chosen.
Simple Import #
-
Choose whether you want to import to a New Price List or an Existing Price List.
-
If you’re importing to an existing price list, check the box if you want to Override existing items with new information.
-
Click Next.
-
Match up the Spectra/Stratus fields from the list on the right with the columns available in your spreadsheet by dragging the Spectra/Stratus field names to the left and dropping them on the appropriate spreadsheet column. Columns you’ve matched will have a green header containing the Spectra/Stratus field name. Note: It is not necessary to use every Spectra/Stratus field or spreadsheet column – only those you match up will be imported.
-
If the first row of your spreadsheet contains column headers, click the Headers option to keep from importing the header row into your price list.
-
Click Next.
-
On the final screen, click Finish to begin the import process.
Advanced Import #
Please contact StudioPlus tech support for detailed instructions on using the Advanced Import option.
Import Templates #
If you will use the same settings for importing another price list, you can save some steps by using the Save Import Template option. Next time you import a price list, you can simply choose to use your saved import template.
