CSV Import > Import New Item Groups

A. Prepare a CSV file including but not limited to the following options:

-- Item Name/Number (Name of your Item Group)

-- Component

-- Quantity

-- Other fields that are mandatory in the Item Group form

For item groups that will have more than one component, see the below format for the CSV file:

 B. Proceed with the import by navigating to Setup > Import/Export > Import CSV Records.

-- Import Type: Items

-- Record Type: Item Group

-- Browse the file from your computer and click Next.

C. In the Data Handling, choose Add and click Next.

D. In the Field Mapping, map the following:

-- Item Name/Number – Item Name/Number (Req)

-- Components – Members : Item (Req)

-- Quantity – Members : Quantity

E. Map other fields in the CSV file, if any.

F. Click Next.

G. Enter an Import Map Name and click Save & Run.