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Home > Knowledgebase > Cim200 > Stock Control > Tools and Utilities > Import and Export > Stock Item Cim200 Details Import

Stock Item Cim200 Details Import

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Use the Cim200 Stock Import screen to import changes to multiple stock items from Excel file. Stock items must already exist in Sage before importing.

The import file must be prepared in Excel file format – i.e. .xlsx or .xls.

This allows you to prepare the full import in one workbook, with multiple worksheets, avoiding the need to create multiple .csv files.

The import routine allows for:

  • Import of new Customer Part Number records
  • Update of existing Customer Part Number records
  • Update settings on ‘Manufacturing & Planning’ and ‘Quality Control’ tabs in Stock Item Details screen

Note: To avoid issues when importing, do not change worksheet names, add or remove any columns or amend their headings in row 1.

How to Import

Open: Stock Control > Utilities > Import and Export > Cim200 Stock Import

  • Click on the Browse button to browse for the import file.
  • Select the file to import, then select Validate to check for any issues with the import file.
  • After validation, if any issues are encountered an error screen will give details of each issue.  These should all be rectified before attempting another import.
  • If any issues are found during validation, no imports or changes are made, so there must be no validation issues before the import can be performed.
  •  If no issues are found during validation, a message ‘Validation successful. Ready to import data’ is shown.
  • Click Import Data to complete the import.
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