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Importing and Exporting Overview

This article will explain how importing and exporting works.

Importing New Data
Importing new data means the data is not already in your dispensary. For example, if you are adding a new herb, premix formula or product, it will not be already available in your dispensary.

Items not appearing in your dispensary have no ID associated with it. Once you upload it for the first time, the system will assign these items an ID. If you try to import new data into the existing data section, it will not work, because new data doesn’t have an ID, and the system will be looking for this ID. If you are getting errors, check to ensure you are uploading to “New Data”.

Updating Existing Data
You can update existing data in your dispensary by first exporting the data into a CSV file, making changes to the file, and then importing it again.
There is a specific section for updating existing data. If you try to import existing data into the “new data” section it will be rejected. This is because these files will have column A showing the ID, and new data doesn’t have this ID, so the data will not match up.

Exporting Data
You can export data from your dispensary into CSV files.

Previous Bulk Update Existing Data
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