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  1. Copy and Paste Rows from Excel

  2. Importing Data from a CSV File

Manually entering a large number of product rows into documents can be very tedious and error-prone. If you can receive or get all of your product information into an Excel sheet or CSV file, you can import it into your document in just a few clicks.

Note: The 'Import Lines' feature works best when you have first added all of your product codes into IncoDocs, so that when you import data into a document it will auto-match the product codes that are stored in IncoDocs, to auto-fill all of the product fields into all IncoDocs templates. Read how to setup your product details in IncoDocs.

Option 1: Copy and Paste Rows from Excel

  1. Click Import Lines

  2. Copy and paste from your Excel file into the respective spreadsheet columns in the import modal.

  3. Check that the data you're importing is correct

  4. Click Continue in the bottom right then Submit

Pro Tip: If you have already setup all of your product codes and fields in IncoDocs, you can just import a list of 'Product Code' and 'Quantity' columns, and it will automatically match to the product codes in IncoDocs, and will auto-fill all of the product fields into the IncoDocs templates!

Note: The columns in the import modal directly represent those in the document product table.


Option 2: Importing Data from a CSV File

If you can receive or get all of your product information into an Excel sheet or CSV file, you can import it into your document in just a few clicks by following these steps:

Step 1: Format your CSV file correctly

Click below to download an example CSV template for each type of document:

Note: Make sure that your file is a .CSV, .TSV or Excel format. You will have to make sure that the first row in your spreadsheet contains the correct column names.

Pro Tip: If you have already setup all of your product codes and fields in IncoDocs, you can just import a list of 'Product Code' and 'Quantity' columns, and it will automatically match to the product codes in IncoDocs, and will auto-fill all of the product fields into the IncoDocs templates!

Watch How to Import your CSV file

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Step 2: Import Your File into a Document

While creating a document, click the 'Import lines' button.

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Step 3: Matching Your Fields

After you finish uploading your data, you’ll need to match each column from your spreadsheet to a field in IncoDocs. In some cases, IncoDocs will recognize your column name and do the work for you. You'll also see a few preview rows from your spreadsheet so you get a good idea of what's in each column.

Automatically matched fields will show "Matched to the ______ field" and give you the option to click 'Confirm mapping'. You can also continue without doing so if you're happy with the auto-matching.

If you don’t want to import a column from your spreadsheet, click ‘Ignore this column’ on each field box.

To match the data from your spreadsheet to the right place in IncoDocs, click the dropdown arrow next to the column names.

Click ‘Review’ at the bottom of the modal to move to the next page.

Resolving Validation Errors

The Products Importer will highlight any errors in your data and let you fix them up before submitting. Fields with errors will be highlighted in red and hovering over the field will give you a description of the error so you know what to fix.

💡 PRO TIP: To see just the rows that have errors, you can toggle "Only show rows with problems" in the top left.

Then you can work your way through until there are no more errors. Then turn off the toggle and review your data one last time before continuing to the final step. Once you've reviewed your data and there are no errors, click 'Continue' at the bottom to start the import.

If you need help using this feature, reach out to us in the chat box at the bottom right, or email info@incodocs.com

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