Importing Data to Nexudus
  • 01 Sep 2023
  • 3 Minutes to read
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Importing Data to Nexudus

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Article summary

Importing your data to Nexudus is a four-step process.


Step 1. Downloading the Import Template File

The first step of the process is to download an import template file from the Settings section of the Admin Panel.

  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Click on the tab of the item you want to import.

Imports_TabsHighlight.png

  1. Click Download template.

The download should only take a few seconds and you can find the template file in the Downloads folder of your device.

Step 2. Editing the Import Template

The second step is to add your data to the import template. The example below illustrates how to do this in Excel, but you can use any spreadsheet tool that can open and edit CSV files.

  1. Open the import template file you've downloaded in Step 1.

You should see the column headers in row 1 and a few rows of dummy data underneath.

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  1. Add your space's data in each column following the dummy data's template.

  2. Remove the dummy data rows from the import template, making sure you don't remove any of the column headers.

  3. Save your changes.

Always make sure you save your file as a CSV UTF-8 file.

Imports_SaveFormat

You're now ready to format your data before the reupload.

Step 3. Formatting your Import Template

The third step is to ensure your template is properly formatted for a successful import in Nexudus. Make sure you over the following formatting elements before uploading your import template.

Date Columns

All columns that include a date should be set to the yyyy-mm-dd hh:mm format. This format isn't available by default in most spreadsheet tools, but you can add this custom format to your date columns in a few clicks.

Here's how to do it in Excel:

  1. Select the entire date column in your import template.
  2. Right click the column.
  3. Select Format cells.
  4. Click Custom.
  5. Add yyyy-mm-dd hh:mm in the Type field.
  6. Click OK.

The dates in your column should now appear in the right format, for example 2021-10-11 16:00. Repeat the process for every column that includes a date in your import template.

YES or NO Columns

All columns that include YES or NO should always be uppercase.

Address Columns

If your file includes an Address columns, make sure the addresses are between double brackets when they contain one or multiple commas.

For example if your address is 12 Street, XYZ Building, City, you should make sure it is added as "12 Street, XYZ Building, City" in your template.

Columns Including Existing Nexudus Items

All columns that include the name of items that already exist in your Nexudus account must always be an exact match in your import file. The spelling is case-sensitive and includes spacing.

For example, if a product's name in Nexudus is Notepad, the product name in your import file must be Notepad. Using alternative spellings such as Note Pad or notepad will result in an import failure.

Don't reopen your import file once you've saved all your changes and closed the file.

Doing so will automatically reset the custom date format you've defined and you'll need to reformat the date columns a second time.

Step 4. Uploading Your Edited Import Template File

The last step of the data import process is simply to upload your edited import template file back in Nexudus.

  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Click Settings > Imports.

  3. Click the tab that corresponds to your edited import template file.

  4. Click Select file.

  5. Select your edited import template file.

  6. Click Open.

The larger your file is, the longer it will take to upload.

  1. Click Load preview.

  2. Click Import data.

You've successfully imported your data into Nexudus.

Couldn't complete the import?

Check out our article on Troubleshooting Import Errors or get in touch with us at support@nexudus.com.


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