Import Centre
Load masters from Excel.
Early access. Manufacturing can be installed from the App Store, but it is still being proven in real use, so this screen may change.
Overview
The import centre loads manufacturing masters from spreadsheets. Each import shows a preview with row-by-row results before anything is saved, and a failed import gives an error file you can correct and re-upload.
When to use import centre
- You migrate masters from another system.
Step by step
In the Manufacturing module open Configuration in the green navigation bar, then choose Import Centre under Get Started.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Move your data in from Excel or CSV. You always see a full preview first, and nothing is saved until you confirm.”
- The screen says: “The template has the right columns and an example row. Fill it in, keep the column names, and save as .xlsx or .csv.”
- Actions on the screen: Download the Excel template, Choose file, Check my file.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- manufacturing.import.run