Setup Wizard - Import Options

This article pertains to the Store Setup Wizard introduced in the Order Manager version 5.804.

There is one page in the Import Products, etc. section of the Setup Wizard:

Import Products, Customers and/or Old Orders

This page of the Setup Wizard groups a number of Import functions together in one place. All but one of these import functions can also be accessed from the Order Manager Maintenance Menu.

Import Products or Customers from a Shopping Cart

This button opens the Shopping Cart Functions screen. The screen will display different buttons and fields, depending on the shopping cart you select from the list in the upper left corner. You can also access this screen in the Order Manager by going to Maintenance Menu> Cart Functions> Shopping Cart Functions. See the Knowledge Base article, Shopping Cart Functions for more information.

Import Products, Customers, etc. from a Text File or Database

This button opens the Import Data screen. You can also access this screen in the Order Manager by going to Maintenance Menu> Import/Export> Import Suppliers, Customers, Inventory, or Cost & Prices. See the Knowledge Base article, Import Suppliers, Customers, or Inventory Data for more information.

Import Products or Customers from QuickBooks

This button opens the Import from Quick Books screen. This is the only access point to this screen in the Order Manager.

• If you have completed the Accounting Export Setup for QuickBooks (earlier on the Setup Wizard), you can now click the Import Customers or Import Inventory Items buttons to import your data.

• If you have NOT completed the Accounting Export Setup for QuickBooks, see the Knowledge Base article, Import Inventory & Customers from Quickbooks for instructions on using this function.

Assign Products to Suppliers

This button opens the Change Suppliers screen. You can also access this screen in the Order Manager by going to Maintenance Menu> Inventory & Suppliers> Change Suppliers. See the Knowledge Base article, Change Suppliers for more information.

Import Old Orders

This button opens the Import archival orders dialog box. You can also access this function from Maintenance Menu> Import/Export> Import Old Orders. See the Knowledge Base article, Import Old Orders for more information.

Setup Wizard Articles

The following articles will help you navigate the Order Manager Setup Wizard. If you're just beginning the Setup Wizard, follow the articles in order. Otherwise, click a link below to jump to that section:

• Users & Security

• Order Processing

• Sales Tax

• Products & Inventory

• Shopping Carts

• Payment/Credit Cards

• Shipping

• Packing

• Printing & Report Options

• Email

• Manual Orders

• Multi Order Processor

• Drop Shipping

• Order Status System

• Import Products, etc.

• Accounting Options

• Miscellaneous

Created 2/19/09

Update 6/25/09