First of all, note that the first import wizard is a special version of the import wizard accessible on our platform. This version resets the demo database and therefore erases all SKUs present in the database. This first import wizard only allows to upload sales/demand data, while the standard version allows you to upload many other information specific to your business.
You should also know that by default your account is capped at 1,500 SKUs on the platform, even if your file contains many more references. If you wish to increase this limitation of your account you must contact us.
How to access the first import wizard
You can access the first import wizard from 2 sources:
- A dedicated email received right after your signup to ease your on-boarding
- Directly access this link
Step 1/4: Set parameters
At this stage, you must define:
- Your time bucket: this corresponds to the distance between 2 calculations of your forecast for each item.
- The month when your fiscal year starts. This will allow you to get financial data according to your fiscal year.
- The currency used in your financial statements.
Click on "Next".
Step 2/4: Choose the file to import
Here you must select the delimiter used in your .csv file. It can be a semicolon “;” or a comma “,”.
Then choose your file and click "Next".
Our import engine will then automatically try to detect your data organization format and associate some of our fields with your data.
Step 3/4: Import Settings
At this stage, data contained in your file are analyzed by the wizard.
This may take several seconds according to the size of your file.
File with or without date?
The next page displayed will offer several options for organizing your data in the first box. If you are not satisfied with the tool's suggestions, you can modify them.
For this first upload, the checkbox "My file contains dates" must be checked.
Then according to the format of your file, one of the other two boxes concerning the dates must be selected.
If "Dates in the file header" is selected then you should see the header of your file displayed as below. This will allow you to check that your dates are properly recognized by the wizard. If you see any issue, correct the selection in order to move to the next step.
If "Dates in a column" is selected (or if you select it manually), this means your file contains sales orders. In this case, you will be able to map each cell of the file header to the appropriate field of your SKU Science database. The upload process will take longer since the wizard needs to aggregate your data for each period.
Matching SKUs in the database
The second box "SKU Matching" shows how you wish to associate SKUs.
If all your "Part numbers" are unique and stored or manufactured on a single site, you can choose "Part number only".
If you use one or more identical part numbers on several sites (for example if you store article 00-1 in New York and 00-1 in London also), you must choose to match SKUs with "Part number and location" during the import. You will get multiple SKUs with the same part number (but with a different location) at the end of the import process.
Depending on which option you choose, you will be prompted to select a header from your CSV file to match the part number and/or location fields.
Management of date formats and imported number formats
The content of the third box "Dates and quantities" varies depending on the choice "Dates in the header" or "Dates in a column".
In both cases, you must check the formats automatically detected for dates and numbers and adjust them if necessary.
In the case "Dates in the header", it looks like below.
In the case "Dates in a column", it looks like below.
Here you must identify the header corresponding to the date column, and the one corresponding to the quantities. The tool will automatically offer options that you need to verify.
Step 4/4: Start the import
Just confirm the import and the process starts automatically!