Fortix PlatformFortix Freedom Business Systems ProductsHow to Import Products / Resources (New and Update)

How to Import Products / Resources (New and Update)

Resources and Products can be imported into Fortix to update the current records with in the system

This article explains how to import Products and Resources into Fortix.

IMPORTANT

You can contact Fortix via support@fortix.com.au to assist with this process.

To get import resources/products navigate to the setup page and find Import PRODUCTS & RESOURCES.

The address bar link is /?resources&op=import

The RESOURCES IMPORT page opens. Click the More Menu to download the template for the import.

Fortix Base - Google Chrome

Select Download Import Template.

Fortix Base - Google Chrome

The template should be used in Excel to populate the data for import.

When the data is ready, on the RESOURCES IMPORT form, click the down arrow in the Product Category field and select the default Category for the import, should the import file not have the Category field. Click the Edit icon to add new categories.

Fortix Base - Google Chrome

New PRODUCT CATEGORIES can be added or removed in the form. Click SAVE to continue.

Fortix Base - Google Chrome

Click the down arrow in the Product Group field and select the default Group for the import, should the import file not have the Group field. Click the Edit icon to add new groups.

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Click the down arrow in the Tax Rate field and select the default Tax Rate for the import.

Fortix Base - Google Chrome

Click the down arrow in the Resource Type field and select the default Resource Type for the import, should the import file not have the Resource Type field. Click the Edit icon to add a new Resource Type.

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Click the down arrow in the Default Unit field and select the default Unit for the import, should the import file not have the Unit field. Click the Edit icon to add a new Unit.

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Click SELECT FILE to nominate the Excell file to import.

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Choose under Settings if Resources and /or Products should be created or updated and if Suppliers should be created.

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Click SAVE to continue.

Fortix Base - Google Chrome

The Import process validates the data and would report on any issues that might need to be fixed before attempting the import again.

The newly added resources or products would be available in the PRODUCTS list view.

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