Bulk upload lists for set up

Bulk upload lists for set up

Bulk Upload is a simple and fast way of uploading information to your Lightyear account. You can make use of Bulk Upload in the following areas of Lightyear:
  • Accounting Software (For Adept, MYOB Desktop, Pronto, Sage and Sun Systems)
    • Supplier Cards
    • GL Codes
    • Tax Rates
    • Tracking Categories
  • Inventory Supplier Cards
  • Product List
  • Suppliers - full information can be found here.
Uploads are done through a basic CSV file, which can be generated using practically any spreadsheet application.


Using Bulk Upload

Note that the process for uploading to a Price List is slightly different. See this Price Checker article.

Head into any of the above sections of the app, and you'll now see the following option

This example, as you can imagine, is taken from the Product List, but it will be similar for all other areas. Here you'll see a description of what can be uploaded, and what columns are needed within the CSV file to be uploaded. When creating your CSV, pay attention to what columns are required as the upload will fail if Lightyear detects too many or two few columns.

Once you have your CSV populated with the data you want to upload, select the Choose File button, locate the file on your computer and select Upload.


After selecting Upload, you'll be asked if your CSV contains a Header Row, so just select Yes or No as appropriate. If the top row of your CSV is populated with (as an example) Product Code,  Product Description and Unit Price in the first 3 cells, instead of actual product data, then this would be a header row.


You'll then be asked to select the format of your CSV. Some areas of the app allow you to upload data in different formats, so select the correct one for your CSV. After hitting confirm, the upload will begin and within a few seconds, your lovely data will be imported to your Lightyear account.



      

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