Use Importer to manage and configure this feature in your EQuipWeb system.

Use the Product Importer to add or update many products at once using a spreadsheet file. Instead of creating products one by one, prepare your product list in Excel, then upload it here — the system will create or update all the products in one go.

When to use this: When you need to add or update many products at once from a spreadsheet instead of creating them one by one.

Prerequisites

• User must have appropriate role permissions (see Access & Permissions above)

---

Use Importer to manage and configure this feature in your EQuipWeb system.

General Description

The Product Importer allows you to bulk upload product data using an Excel spreadsheet. This is faster than creating products one by one when you have many items to add or update.

Page Layout & Annotation

The following annotated screenshot highlights the key functional zones of the Product Importer interface:

1. Toolbar Actions

① Export (Blank Template)

Clicking this button downloads a blank Excel template (Product_Template.xlsx) containing the exact column structure required by the system. Use this as your starting point when preparing data.

② Import

Clicking this opens the Import Modal dialog, allowing you to drag and drop or browse to select your populated Excel file for upload.

---

Use Importer to manage and configure this feature in your EQuipWeb system.

2. Import History Grid

③ Table Headers

Displays a history of all import actions. Columns include:

• Import Type: Type of data imported (e.g., ItemImport).
• Imported On: Timestamp of when the upload was initiated.
• Completed On: Timestamp of when the system finished processing.

④ Status

Indicates the result of the import session:

• COMPLETED: All rows were successfully validated and added to the system.
• ERROR: One or more some rows have errors, preventing some or all rows from being imported.

⑤ Download Files

Allows retrieval of files for audit or debugging:

• Imported File: Download the original Excel file uploaded by the user.
• File Result: Download the processing log or annotated excel showing which rows passed or failed.

⑥ Remark

Provides detailed feedback when an import fails (e.g., - Barcode already exist and used for item MGL3 or - Supplier not found). Always inspect this column first when troubleshooting errors.

---

Use Importer to manage and configure this feature in your EQuipWeb system.

Import Modal Controls

Clicking the green Import button opens the upload dialog shown below:

• ① Modal Title: Identifies the action being performed — "Import".
• ② Close Button (×): Closes the modal without uploading or saving any changes.
• ③ Applicable To: Displays the destination master data type — fixed as Product Master.
• ④ Dropdown: Select the type of import target (currently only Product Master is supported).
• ⑤ Upload Area: Click to browse your local computer, or drag-and-drop the prepared Excel file directly into the upload area.
• ⑥ Cancel: Dismisses the modal without uploading.
• ⑦ Import: Commits the uploaded file to the server for processing.

---

Use Importer to manage and configure this feature in your EQuipWeb system.

Step-by-Step Bulk Import Workflow

Follow this procedure to import your products successfully:

Step 1: Download the Template

On the Product Importer toolbar, click Export (①) to download the blank template file.

Step 2: Prepare Product Data

Open the template file and fill in your product details row by row. Ensure you follow these database rules:

Step 3: Open the Import Dialog

Click Import (②) to open the modal.

Step 4: Upload File & Avoid Error 404

Drag and drop your file into the Upload Area (④).

[!IMPORTANT] Excel Filename Rules: To prevent an Error 404: Not Found during the server processing phase, your Excel filename must follow these constraints:

• Allowed Characters: Letters (A-Z, a-z), numbers (0-9), hyphens (-), and underscores (_).
• Prohibited Characters: Spaces, parentheses ( ), square brackets [ ], braces { }, hash #, percent %, and symbols (&, +, =, @, !).
• No Double Extensions: Ensure your file ends with .xlsx only once (avoid data.xlsx.xlsx or data (1).xlsx.xlsx).

Example:

• ❌ Invalid: New Products (June 2026) #2.xlsx
• ✅ Valid: New-Products-June-2026-2.xlsx

Step 5: Process Import & Verify

Click Import (⑥) inside the modal to upload. Monitor the Import History Grid for status updates. If the status is ERROR, check the Remark column (⑥) or download the File Result (⑤) to identify the failing rows.

---

Use Importer to manage and configure this feature in your EQuipWeb system.

How to Import Products

1. Navigate to Data Importer & Exporter > Product Importer from the sidebar menu.
2. Click Download Template to get the Excel template with the correct column headers.
3. Open the template and fill in your product data (Item Name, Price, Category, Department, etc.).
4. Save the completed Excel file.
5. Back in EQuipWeb, click Choose File and select your completed template.
6. Click Import to upload the file.
7. The system validates the data and shows a preview with any errors highlighted.
8. Review the preview — fix any errors in your file if needed and re-upload.
9. Click Confirm Import to finalize the import.

Expected Result: Products are created or updated based on the imported data. New items appear in the Product List.

[!WARNING] If an Item Number already exists, the import will UPDATE the existing product instead of creating a new one. Always verify your Item Number column to avoid accidental overwrites.

---

FAQ

Q: What file format should I use for import? A: Use .xlsx (Excel) format. Download the blank template from the importer page to ensure correct column structure.

Q: Can I undo an import? A: No. Imports cannot be automatically reversed. You would need to manually correct or delete the imported records.

Q: Why does my import show validation errors? A: Check the error details for each row. Common issues include: missing required fields, duplicate codes, invalid date formats, or referencing categories/departments that don't exist yet.

---

Use Importer to manage and configure this feature in your EQuipWeb system.

Troubleshooting Import Errors

---

Use Importer to manage and configure this feature in your EQuipWeb system.

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

---

Use Importer to manage and configure this feature in your EQuipWeb system.

Related Menus

• Product Setup > Product List — imported product destination
• Membership Setup > Membership List — imported member destination
• Master Data > Supplier Setup — supplier data reference

---

Use Importer to manage and configure this feature in your EQuipWeb system.

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

Expected Result: Changes are saved successfully and reflected across the system after the next POS sync.

---

Field Reference

[!NOTE] Additional fields specific to this page are documented in the sections above. The table above shows common fields present across most pages.