Import Items - Revision history

Dina at 08:33, 8 July 2020

2020-07-08T08:33:32Z

Robert at 13:03, 29 August 2013

2013-08-29T13:03:13Z

← Older revision		Revision as of 13:03, 29 August 2013
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	==Importing Items from QuickBooks==		==Importing Items from QuickBooks==
	When the [[QuickBooks Link\|~~Commit~~-QuickBooks Link]] is in use, you can import items from QuickBooks into CommitCRM or link existing Items in CommitCRM to existing Items in QuickBooks. Changes to Items will then be synchronized between CommitCRM and QuickBooks.		When the [[QuickBooks Link\|CommitCRM-QuickBooks Link]] is in use, you can import items from QuickBooks into CommitCRM or link existing Items in CommitCRM to existing Items in QuickBooks. Changes to Items will then be synchronized between CommitCRM and QuickBooks.

	It is recommended to read the [[QuickBooks Link\|QuickBooks user manual]] before starting to work with the ~~Commit~~-QuickBooks Link. In this manual you can find initial setup instructions for the ~~Commit~~-QuickBooks Link, as well as how to synchronize information between CommitCRM and QuickBooks.		It is recommended to read the [[QuickBooks Link\|QuickBooks user manual]] before starting to work with the CommitCRM-QuickBooks Link. In this manual you can find initial setup instructions for the CommitCRM-QuickBooks Link, as well as how to synchronize information between CommitCRM and QuickBooks.

	However, if you are already familiar with the initial settings for the ~~Commit~~-QuickBooks link, the following will help you to import Items from QuickBooks into CommitCRM Items:		However, if you are already familiar with the initial settings for the CommitCRM-QuickBooks link, the following will help you to import Items from QuickBooks into CommitCRM Items:

	#'''It is recommended to perform a full BACKUP of CommitCRM before importing Items from QuickBooks.'''		#'''It is recommended to perform a full BACKUP of CommitCRM before importing Items from QuickBooks.'''
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	From this point on, you can synchronize changes to Items between CommitCRM and QuickBooks using the '''Update linked record''' option in the QuickBooks menu.		From this point on, you can synchronize changes to Items between CommitCRM and QuickBooks using the '''Update linked record''' option in the QuickBooks menu.

	Again, it is recommended to read the [[QuickBooks Link\|QuickBooks user manual]] before starting to work with the ~~Commit~~-QuickBooks Link for the first time.		Again, it is recommended to read the [[QuickBooks Link\|QuickBooks user manual]] before starting to work with the CommitCRM-QuickBooks Link for the first time.

	==See Also==		==See Also==
	*[[QuickBooks Link\|~~Commit~~-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]
	*[[Items]]		*[[Items]]
	*[[Charges#Charging_Using_Taxes\|Using Taxes]]		*[[Charges#Charging_Using_Taxes\|Using Taxes]]

Reno: /* See Also */

2009-10-27T19:53:28Z

Reno at 19:51, 27 October 2009

2009-10-27T19:51:02Z

← Older revision		Revision as of 19:51, 27 October 2009
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	*[[Items]]		*[[Items]]
	*[[Charges#Charging_Using_Taxes\|Using Taxes]]		*[[Charges#Charging_Using_Taxes\|Using Taxes]]
			*[[Backup_and_Restore_FAQ\|Click here]]
			*[[QuickBooks Link\|QuickBooks user manual]]

	[[Category:Items]]		[[Category:Items]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

Reno at 19:48, 27 October 2009

2009-10-27T19:48:48Z

@@ Line 1: / Line 1: @@
 {{importandexport}}
 ==Importing Items==
@@ Line 17: / Line 27: @@
 <br>
 ==Importing Items from QuickBooks==

Sheli: /* See Also */

2009-10-27T14:17:22Z

Sheli: /* Importing Items */

2009-10-27T14:13:17Z

Importing Items

← Older revision		Revision as of 14:13, 27 October 2009
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	#Select the type of file to import.		#Select the type of file to import.
	#Select the type of Item to Import (Product/Expense/Labor).		#Select the type of Item to Import (Product/Expense/Labor).

			<br>

	==Importing Items from QuickBooks==		==Importing Items from QuickBooks==

CmtWikiAdminSysop at 14:19, 11 September 2009

2009-09-11T14:19:59Z

← Older revision		Revision as of 14:19, 11 September 2009
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	*[[Items]]		*[[Items]]

	~~[[Category:New Users]]~~
	[[Category:Items]]		[[Category:Items]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

Sheli at 12:34, 11 September 2009

2009-09-11T12:34:43Z

← Older revision		Revision as of 12:34, 11 September 2009
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	{{importandexport}}		{{importandexport}}
			==Importing Items==

	[[Items]] in CommitCRM are a catalog of all the services and products you offer. The Items list in CommitCRM acts as your price list.		[[Items]] in CommitCRM are a catalog of all the services and products you offer. The Items list in CommitCRM acts as your price list.

Yarden at 07:56, 13 August 2009

2009-08-13T07:56:21Z

← Older revision		Revision as of 07:56, 13 August 2009
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			{{importandexport}}

	[[Items]] in CommitCRM are a catalog of all the services and products you offer. The Items list in CommitCRM acts as your price list.		[[Items]] in CommitCRM are a catalog of all the services and products you offer. The Items list in CommitCRM acts as your price list.

← Older revision		Revision as of 19:53, 27 October 2009
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	*[[Items]]		*[[Items]]
	*[[Charges#Charging_Using_Taxes\|Using Taxes]]		*[[Charges#Charging_Using_Taxes\|Using Taxes]]
	*[[Backup_and_Restore_FAQ\|~~Click here~~]]		*[[Backup_and_Restore_FAQ\|Backup & Restore FAQ]]
	*[[QuickBooks Link\|QuickBooks user manual]]		*[[QuickBooks Link\|QuickBooks user manual]]

← Older revision		Revision as of 08:33, 8 July 2020
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	Before you import your Items for the first time, we recommend that you go over the following checklist to make sure you perform the import in the most efficient way		Before you import your Items for the first time, we recommend that you go over the following checklist to make sure you perform the import in the most efficient way

	* '''Taxes''' – using Taxes in ~~CommitCRM~~ is optional. If you plan on using Taxes within ~~CommitCRM~~, this requires defining the relevant Tax code per Item. Before importing Item, you can define the default Tax Code which should be used for newly created Items, to make sure all imported Items will already have the correct Tax code defined for them. [[Charges#Charging_Using_Taxes\|Click here]] to learn more about using Taxes within ~~CommitCRM~~, and defining the default Tax Code for Items.		* '''Taxes''' – using Taxes in RangerMSP is optional. If you plan on using Taxes within RangerMSP, this requires defining the relevant Tax code per Item. Before importing Item, you can define the default Tax Code which should be used for newly created Items, to make sure all imported Items will already have the correct Tax code defined for them. [[Charges#Charging_Using_Taxes\|Click here]] to learn more about using Taxes within RangerMSP, and defining the default Tax Code for Items.

	* '''Backup your database''' – it is very important to backup your data before performing any imports. This will assure that you can undo the import if needed very easily. [[Backup_and_Restore_FAQ\|Click here]] for more details about performing a backup to your database		* '''Backup your database''' – it is very important to backup your data before performing any imports. This will assure that you can undo the import if needed very easily. [[Backup_and_Restore_FAQ\|Click here]] for more details about performing a backup to your database
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	==Importing Items==		==Importing Items==

	[[Items]] in ~~CommitCRM~~ are a catalog of all the services and products you offer. The Items list in ~~CommitCRM~~ acts as your price list.		[[Items]] in RangerMSP are a catalog of all the services and products you offer. The Items list in RangerMSP acts as your price list.

	There are three types of Items in ~~CommitCRM~~:		There are three types of Items in RangerMSP:
	#'''Parts Items''' - hardware, software, or any other items you ship to your customer. These items have fixed prices.		#'''Parts Items''' - hardware, software, or any other items you ship to your customer. These items have fixed prices.
	#'''Labor Items''' - services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. Each Labor Item can have a fixed price, a fixed hourly rate, or a dynamic hourly rate that varies depending upon the employee who performs the service.		#'''Labor Items''' - services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. Each Labor Item can have a fixed price, a fixed hourly rate, or a dynamic hourly rate that varies depending upon the employee who performs the service.
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	==Importing Items from QuickBooks==		==Importing Items from QuickBooks==
	When the [[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]] is in use, you can import items from QuickBooks into ~~CommitCRM~~ or link existing Items in ~~CommitCRM~~ to existing Items in QuickBooks. Changes to Items will then be synchronized between ~~CommitCRM~~ and QuickBooks.		When the [[QuickBooks Link\|RangerMSP-QuickBooks Link]] is in use, you can import items from QuickBooks into RangerMSP or link existing Items in RangerMSP to existing Items in QuickBooks. Changes to Items will then be synchronized between RangerMSP and QuickBooks.

	It is recommended to read the [[QuickBooks Link\|QuickBooks user manual]] before starting to work with the ~~CommitCRM~~-QuickBooks Link. In this manual you can find initial setup instructions for the ~~CommitCRM~~-QuickBooks Link, as well as how to synchronize information between ~~CommitCRM~~ and QuickBooks.		It is recommended to read the [[QuickBooks Link\|QuickBooks user manual]] before starting to work with the RangerMSP-QuickBooks Link. In this manual you can find initial setup instructions for the RangerMSP-QuickBooks Link, as well as how to synchronize information between RangerMSP and QuickBooks.

	However, if you are already familiar with the initial settings for the ~~CommitCRM~~-QuickBooks link, the following will help you to import Items from QuickBooks into ~~CommitCRM~~ Items:		However, if you are already familiar with the initial settings for the RangerMSP-QuickBooks link, the following will help you to import Items from QuickBooks into RangerMSP Items:

	#'''It is recommended to perform a full BACKUP of ~~CommitCRM~~ before importing Items from QuickBooks.'''		#'''It is recommended to perform a full BACKUP of RangerMSP before importing Items from QuickBooks.'''
	#If all your Items are already in ~~CommitCRM~~, <u>do not</u> use this import feature until you have created links between existing records in ~~CommitCRM~~ and their related records in QuickBooks. To learn more about how to create these links, [[QuickBooks Link#Link Item To QuickBooks Service / Part/Assembly / Other Charge Item\|click here]].		#If all your Items are already in RangerMSP, <u>do not</u> use this import feature until you have created links between existing records in RangerMSP and their related records in QuickBooks. To learn more about how to create these links, [[QuickBooks Link#Link Item To QuickBooks Service / Part/Assembly / Other Charge Item\|click here]].
	#In the Items window, go to the QuickBooks drop down toolbar menu and select '''Import New Records/Update Linked Records from QuickBooks'''.		#In the Items window, go to the QuickBooks drop down toolbar menu and select '''Import New Records/Update Linked Records from QuickBooks'''.
	#The import wizard will open and you should select the QuickBooks records you would like to import into ~~CommitCRM~~. By default, all active Items are imported.		#The import wizard will open and you should select the QuickBooks records you would like to import into RangerMSP. By default, all active Items are imported.
	#Click '''Finish''' and the Items will be imported from QuickBooks into ~~CommitCRM~~.		#Click '''Finish''' and the Items will be imported from QuickBooks into RangerMSP.

	From this point on, you can synchronize changes to Items between ~~CommitCRM~~ and QuickBooks using the '''Update linked record''' option in the QuickBooks menu.		From this point on, you can synchronize changes to Items between RangerMSP and QuickBooks using the '''Update linked record''' option in the QuickBooks menu.

	Again, it is recommended to read the [[QuickBooks Link\|QuickBooks user manual]] before starting to work with the ~~CommitCRM~~-QuickBooks Link for the first time.		Again, it is recommended to read the [[QuickBooks Link\|QuickBooks user manual]] before starting to work with the RangerMSP-QuickBooks Link for the first time.

	==See Also==		==See Also==
	*[[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]]		*[[QuickBooks Link\|RangerMSP-QuickBooks Link]]
	*[[Items]]		*[[Items]]
	*[[Charges#Charging_Using_Taxes\|Using Taxes]]		*[[Charges#Charging_Using_Taxes\|Using Taxes]]

← Older revision		Revision as of 14:17, 27 October 2009
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	*[[QuickBooks Link\|Commit-QuickBooks Link]]		*[[QuickBooks Link\|Commit-QuickBooks Link]]
	*[[Items]]		*[[Items]]
			*[[Charges#Charging_Using_Taxes\|Using Taxes]]

	[[Category:Items]]		[[Category:Items]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]
	[[Category:Import and Export]]		[[Category:Import and Export]]