Scenario Process - Gear List - 2. Import and Sync

OVERVIEW:

The CSI Coordinator usually does this or checks the spreadsheet before the upload happens.

HOW TO:

Check the following before doing the import:

1. Review the Gear list to check headings are all correct
2. Check that the rest of the document is set up correctly and is a .xslx file and looks similar to this screenshot.

GEAR LIST IMPORT:

1. Download spreadsheet to your computer as an .xlsx document
2. Go to sysadmin Product list link: https://creatorapp.zoho.com/100rails/goscaffold/#Report:SysAdmin_Products_List
3. Filter for the company name you are working on
4. Click on the hamburger menu on the right hand side and click Import
5. Drag and drop your gear file the local storage icon on screen 

   
   

   

6. Match up your fields with the fields in Scaflog:
7. Close that box and then open settings and where it says "On Import Error" to select "Do Not Import Records" 
8. Close that box and click IMPORT
9. If it works you can choose to see the data, if you have errors, don't import and view errors