Inventory Import - Bring along your Inventory records from your Excel or other sources

Inventory Import (v3.7.0 - MAY 2024)

Inventory Import - Bring along your Inventory records from your Excel or other sources


Do you have a big portion of your boat’s inventory already in some digital form? This is great since TheBoatApp provides you with the ability to import all your Inventory records in bulk. No need to manually enter each item. Simply follow a few easy steps to curate your digital data and then import them as your boat’s Inventory. Following this, you will be able to get all the advantages of tracking your Inventory’s costs, expirations, maintenance tasks & logs, etc.

How to Access the Inventory Import

Access the respective module where you want to import your data, click the three-dots menu button on the right-side and select the “Import” option.



How to Curate your Data for Import

  • Selecting “Import” will prompt you to use a Coma-Separated-Values (CSV) template

  • Download here the CSV template. You may use a text-editor to edit the CSV template, but you are advised to better use Excel or some spreadsheet app to be able to better and easier work with your data in a tabular form (table)

  • Open your Excel/CSV data (if you have your data in some other app/format, export/convert them in Excel/CSV)

  • Open the provided CSV template

  • Start migrating data from your CSV/Excel to the provided CSV by using the column-headers to add the data where they belong: e.g. the inventory name, quantity, expiration date, reminder date, etc. Especially for the DATES, make sure that you use in CSV the same date-format you have in your TheBoatApp settings.

  • When done, save the file as CSV (UTF encoding)

How to Import your Data


  • Select CSV file to be imported

  • Select the boat where the records will be imported

  • Change the separator if it is needed.

  • Select date format that matches you records date format

  • Click import and wait until the file is uploaded and processed.

  • If there are errors during validation you will see the list of the errors.

  • Check the Inventory table-view to confirm that your data are properly imported

Troubleshooting

If you have any data discrepancies, you need to re-check your source (CSV file):

  • for a few/light discrepancies, simply edit the already imported records directly in TheBoatApp

  • for many problematic records is better to go back to your source data (CSV file):

    • delete the problematic records in TheBoatApp

    • make a copy of your CSV, keeping ONLY the problematic records you have removed in TheBoatApp

    • Edit the new-CSV and re-check carefully the problematic records

    • Save as CSV (UTF encoding)

    • Import anew

    • Re-check


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