<aside> π‘ Users can import Transactions directly into MoveHQ Warehouse. HQ Warehouse treats these transactions as if they came from the mobile app; meaning they will be queued and checked for validity before they are processed.
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Click the Transactions tab on the global pane to open the Transactions page
Click the Import button at the top left to open the Import pop up
<aside> π‘ On the Import pop up, click Download Template towards the top to download a copy locally
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Open the Transaction Import Template file in a spreadsheet editor like Excel or Google Sheets
<aside> π‘ Row 1A through 1CU map to the existing fields in HQ Warehouse. They cannot be edited. Headers highlighted yellow are required fields.
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<aside> π‘ NOTE: The best practice is to copy and paste values like Parent, Company, Warehouse Code or Customer into the sheet as they must match verbatim
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<aside> π‘ The Custom Check columns must contain a value of βTrueβ or βFalseβ. They will not process if left blank
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<aside> β When finished, save the spreadsheet as an .xlsx file
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<aside> π‘ On the Import popup ****in HQ Warehouse and click the Browse Local Files button (three dots) and locate the .xlxs file
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<aside> π‘ The left column contains the HQ Warehouse fields that correspond with the spreadsheetβs columns on the right
NOTE: If a column is empty, it does not need to be mapped
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