See the requirements and step-by-step instructions for importing product information into Nex.
Nex supports importing files in .csv (comma-separated values) and .txt (plain text) formats.
The Nex support team can assist importing data for customers, suppliers, and products.
Excel spreadsheets are typically saved as .xls. To convert your spreadsheet to .csv, open it in Excel, click on Save As, and choose CSV (Comma delimited).
Importing data adds new information to your existing database, meaning, it does not overwrite or update existing items. If an item on your spreadsheet is already registered in Nex, it will result in a duplicate entry. Therefore, it is strongly recommended to create a database backup before proceeding.
1. Open the Nex Server (the red house icon).
2. Click Import Data, then click Import data again.
3. Locate and select the .csv or .txt file you want to import, then click on Open.
4. Under the data type section, select Products, then click on Next.
5. For each data row you want to import, check the box under the Import? column.
6. Map each data row to its corresponding Nex field in the Destination Field column.
For example, map the source field "Name" to the destination field "Description", and the source field "Extra code" to the destination field "SKU".
7. Click on Next.
8. Select any additional import settings as needed, then click on Next.
9. Click on Ok.
10. Click on Ok.
11. Click on Ok.
Done! Your product spreadsheet has been successfully imported into Nex.
