Consignments may be imported into Consignly via CSV. This feature allows a user to bulk upload a spreadsheet of consignments, and have Consignly process them as a single batch.
Visit the Pending Import blade, by tapping the icon on the Consignment Index.
The Pending Import icon with a badge indicating there are two imports requiring attention
From the Pending Imports blade, tap the Upload CSV icon. You'll be presented with the Consignment CSV Import blade.
The Pending Import blade with the Upload CSV icon in the header
The import CSV blade
From within the Consignment CSV Import blade, you'll be presented with a dropdown to indicate the type of consignment being imported.
The available options are:
- Inwards; or
After selecting a consignment type, the Download Template File button will become active. Choosing this button will download a CSV file that can be used to import back into Consignly.
When filling out the CSV, start by entering the appropriate consignment information. When it comes time to fill out the product data, you'll need to ensure that the consignment information is replicated for each product line you fill out.
In the sample below, note column A through G are replicated for each product line.
Also note that for serialised product, each serial number sits on its own line (column Y, rows 4, 5, 6), and the quantity for that serial number is 1 (column AF).
Consignly supports attributes being attached to product lines. More than a single attribute may be attached to a line. To facilitate this via a CSV import, Consignly requires attributes to be delimited.
Attributes name and value are required to be separated by a colon.
will attach an attribute of Dangerous with a value of Yes to the product line.
Attributes may be separated from each other using a pipe.
Dangerous: Yes | Explosive: Very
will attach an attribute of Dangerous with a value of Yes and another attribute of Explosive with a value of Very to the product line.
An example of a consignment product line with attributes added
Importing a CSV file
To import the CSV file, select the type of consignment, and then browse for the file you've filled out.
Choose Process Import File in order to upload the file and test that it's formatted correctly.
The import CSV blade
Consignly will summarise the contents of the file and check for any obvious errors.
A summary screen is displayed
If there are problems with the format of the CSV file, then errors will be noted and will require correction before the file can be processed.
A summary screen indicating some problems with fields in the file
If the file is able to be processed successfully, the Import Consignments button will be active. Choosing it will process the data from the file into the Pending Import queue.
At this point, Consignly will attempt to process the data just like any other import source. It will try to automatically resolve the fields data supplied, and depending on the Client Partner settings, it will attempt to automatically reconcile and create the consignment.
The pending import queue showing two consignments processing
If the processing was successful, and the Client Partner is configured to auto-reconcile the imports, then the net result will be new consignments automatically flowing into the Consignment Index blade.
The Consignment Index blade illustrating the Pending Imports now processed into consignments
What if there are problems matching or resolving data?
The data in the import file cannot be matched by Consignly, then the imported consignments will end up in the Pending Import queue for a user to manually resolve any issues.
Problems with addresses or product codes will see imports end up in this queue for manual resolution, along with imports for any Client Partner's that haven't had auto-reconciliation activated.
Imports that could not be automatically reconciled will end up in the Pending Imports queue for manual resolution