We actually don’t require you to setup special spreadsheets using predetermined fields, we let you use your existing csv data and tell SalesBinder which of your columns should go into which field in your account.
Here’s how it works:
Save your spreadsheet as a CSV file:
Using any popular spreadsheet program (ie. Microsoft Excel or Apple Numbers) you can save your spreadsheets as CSV files. You’ll find this option either under “Save As…” or “Export” in the File menu. The only thing you need to prepare is that you save each of your different categories of inventory into separate files. We require this because in SalesBinder you can create different “Custom Fields” on a per category basis so each of your categories can store different types of data.
Import your data:
- Go to “Inventory List” and click on “Tools” then “Import New Inventory Items”
- Select which category this import should go into
- Browse your hard drive for your saved CSV file and click “Next Step”
- Now you get to match up your fields and import your data (it should look like the screen below)
That’s it. If you’ve followed these steps correctly, you’re done!