Importing files in SS is a standard process that is available on multiple screens throughout the system. The file import screen will look similar to below (example pulled from Orders screen):

1. Choose File

Once on the desired screen, either drag-and-drop your files to the top section, or click Browse for file button to start the process. Once dropped/selected, that file should then display in the list on screen. When ready to import, click the Start button to the right of the line.



2. Validate Import Format

Once you have added the file to the list and clicked the start upload you will be prompted to map the fields accordingly. If the file you are importing has headers, the system will attempt to guess which fields you are needing the data mapped to. Once all the needed fields have been mapped, click “Confirm” to complete the upload.



NOTE: If the file has a header, you will want to enable the Headers option at the bottom of the form.