How do I import item list to Hosted?

Amelia Todd
Amelia Todd Member Posts: 29
edited August 2019 in Accounts Hosted
Hi there,
I'm just trying to set up a free trial of hosted and I want to set up a new company file for my business, but import some of the inventory from the item list in my desktop version to hosted.

I have managed to export the file to a .csv and then import but the items don't show up in the item list.

Any ideas of where they are or what I might have done wrong?

Thank you!

Comments

  • Jeffrey Arana_7451558
    Jeffrey Arana_7451558 Member Posts: 51
    edited March 2017
    Yep. or you can watch this video how to...https://www.youtube.com/watch?v=oBelkKm7vmg


  • Amelia Todd
    Amelia Todd Member Posts: 29
    edited June 2018
    Thank you for your replies.
    I'm getting the impression it's not as simple as just exporting the item list to excel and then uploading? I have to edit the data and put in headings etc and then import and upload, is that right?
  • Jeffrey Arana_7451558
    Jeffrey Arana_7451558 Member Posts: 51
    edited June 2020
    Hi Amelia. The file must be in CSV. Then upload that CSV using the floating bar when you're logged in to Hosted. Usually it will be in the B or Q drive, all in the hosted cloud environment. Then do the usual import inside. Hosted must have the files first in the cloud so to speak, or in other words, the CSV file must be in Hosted environment.  I hope that answers :)
  • Amelia Todd
    Amelia Todd Member Posts: 29
    edited September 2016
    I keep getting prompted to do mapping? Is that right?
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,073 ✭✭✭
    edited September 2018
    Hi Amelia Call me to discuss we will do it for you free We have the tool developed fo this 02 95411338 or mob: 0407068942

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Amelia Todd
    Amelia Todd Member Posts: 29
    edited October 2016
    Hi Chandra, I'm in NZ - could I liaise with you via email at all? I am wanting to set up a new company file and take some of the inventory from my desktop version and import it into the new file. Any help would really be appreciated. Thank you!
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,073 ✭✭✭
    edited December 2016
    HI are you able to call me tomm pls 0407068942 you have NZ RA right ?

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009