Import PV Shipments
Usage
On the PrintVis Shipment list for a Case, there is an Import Addresses action that allows for the import of a spreadsheet with shipment information.
This will open a list of spreadsheet templates that can be used as part of the import process.
- Select the template that matches the spreadsheet you want to import and click OK.
- Click Choose and select the Excel file to import, then press Open. The system will read the Excel spreadsheet and import the shipments.
Setup
In the PrintVis General menu on the PrintVis Admin Role Center, there is an Import Address Templates action for managing the spreadsheet templates used for shipping.
The list of existing templates is displayed. An existing template can be edited, or a new template can be created by selecting the New action.
Fields:
| Field | Description |
|---|---|
| Name | Give the template a name that users will recognize. |
| Excel Sheet Name | This must match the tab of the Excel spreadsheet being imported. |
| Combined Shipment | If this is checked, the imported addresses will be combined with the first address being the parent shipment and the remaining addresses being child shipments. |
| Excel Column | This is the column in the spreadsheet. 1 = A, 2 = B, etc. |
| Field ID | This is the field number from the PrintVis Shipment table. There is a lookup on this field to select the correct shipment field to match the Excel column. |
| Field Name | Once the Field ID is chosen, this field will fill in with the field description. |
| Data Type | Once the Field ID is chosen, this field will fill in with the data type/length available in the field. |