Data Management
In iVendNext, data management is a crucial aspect that involves importing, exporting, and bulk editing data from and to spreadsheet files (like .csv) using the Data Import Tool. This tool is particularly useful for setting up data from other systems and managing master data. You can import, export bulk edit data from and to spreadsheet files (.csv) from the Data Import Export Tool. This tool will be very helpful initially to set up your data from other systems.
The Data Import Tool allows users to:
1. Insert New Records:
Import lists of items, such as customers, from old systems into iVendNext by downloading a template, entering data, and uploading it back.
2. Update Existing Records:
Bulk updates existing data by exporting records with the necessary fields, making changes in a spreadsheet, and re-importing the updated data.
This process ensures that data is accurately and efficiently managed within the iVendNext system, facilitating smooth operations and data integrity.
