Bulk-importing data into HandFox Online
If you have been using spreadsheets or QuickBooks Online to manage your inventory, creating your item library in HandiFox is absolutely trouble-free. The system will pull your items in bulk, once you
click the Connect button next to QuickBooks logo to connect your company file so that HandiFox can start copying inventory data (along with customers, vendors and sales records)
import your inventory list as an XLS or CSV file.
- Go to Item list and click the Import button and then follow the Download sample file link to ensure your file is organized and has all required columns as set in the example.
- Import your file. On the next screen you will be able to set what fields will be populated from what columns in your spreadsheet. HandiFox will try to determine this automatically based on column names, but you should review the list yourself and make sure everything is correct.
- Click Next and wait for HandiFox to process the file. On the next screen you will see the full list of all records to be imported. If any of them has errors, hover your mouse over the "Error" label to see what the problem is. Finally, click Import to add all eligible product records into HandiFox.Please do not hesitate to reach out to us, if there is any confusion or questionsthat stop you proceeding with the trial at that point.
Otherwise, you can add all items singly from scratch, by hand .
As far as Vendors and Customers go, the same instructions can be followed. Either you connect to QuickBooks and upload lists from there or import from an Excel spreadsheet or a CSV file.
Key takeaways and action items:
To eliminate time-consuming manual data transfer, connect your QuickBooks Online company file to HandiFox. The seamless integration and bidirectional synchronization will ensure that all products and associated information get into the inventory management system unchanged.
Alternatively, do a batch import of items from a spreadsheet.
Importing Customers and Vendors is done the same way
Check the step-by-step user manual in HandiFox Online Wiki. Each page covers where to find and how to use the functionality in both the web and mobile apps.