Plant Import Utility

Using the Plant Import Utility

Importing Plants into Manage360 is a key setup component and a big part of being able to generate accurate Estimates. Using the Plant Import utility will allow you to do this quickly and easily. The import utility uses a .CSV file (typically created with a spreadsheet program like Excel or Numbers). Only Manage360 Users who have either Administrator, Owner or Settings Administrator will be able to use this utility. It can be accessed from the main Plant List page or from the Settings page (in the ‘Costbook Settings‘ section – Import Plants).

A link to a template/sample file that lists all of the relevant information can be downloaded from the Import pages. It is important that the order or the columns on the sheet is not altered. All of the columns on the spreadsheet will be detailed here so it will be easy to understand what is required and how the information will be added to Manage360.

File Format

The following columns are available for import (required columns will be indicated as well)

  • Botanical Name (required) – This is the Botanical Name of the Plant in Manage360. If the plant does not have a SKU number then the Botanical Name, Common Name, Size, Unit Type and Supplier will be used for matching to determine if an update should be applied.
  • Common Name (required) – This is the Common Name of the Plant in Manage360. If the material does not have a SKU number then the Botanical Name, Common Name, Size, Unit Type and Supplier will be used for matching to determine if an update should be applied.
  • Spanish Name – The Spanish Name for this plant. The Spanish Name will be imported if the if the Alternate Language is set in the Regional Settings and Formatting area.
  • Description – The description of the plant.
  • Size (required) – The size of the plant to be installed. If the size does not already exist in the Plant Size entries, it will be added.
  • Category (required) – Used for grouping of the plants. If the Category does not already exist in the Manage360 site (Settings page in the ‘Costbook Settings’ section) then it will be added automatically.
  • Supplier (required) – Supplier for the plant. If the Supplier does not already exist in the Manage360 site then it will be added automatically. Suppliers can be seen from the Contacts -> Suppliers menu
  • Division (required) – Typical Division of the plant. It can be used in any Division on an Estimate.
  • SKU – SKU of the plant. Must be unique per Supplier of that plant. If updating, the SKU and Supplier are checked to determine if the plant already exists in Manage360.
  • Unit Type (required) – Unit Type (i.e. Each, Flat) of the plant to be purchased. If the Unit Type does not already exist in the Manage360 site (Settings page in the ‘Costbook Settings’ section) then it will be added automatically.
  • Unit Cost (required) – Cost to purchase the plant. Value must be >= 0.
  • Purchase Tax – Tax code (up to 4 characters) from Manage360. If blank, ‘EXMT’ will be used. Tax codes can be added from the Settings page by going to the ‘My Company Settings’ section and selecting ‘Taxes’.
  • Warranty – Warranty markup to be applied to the plant. If blank, the Division default will be used. Default is set from the Division page in the Settings area.
  • Profit Margin – Set a specific Profit Margin on the plant. If blank, the default Profit Margin from the Division will be used when adding a new plant. If the plant is being updated and the field is blank, then it would clear any overridden profit margin value. If a value is set, then the ‘Override’ will be checked and the value in the spreadsheet will be used for both new additions and updates.
  • Fixed Price – The fixed price of the plant will be set. The Fixed Price flag will be enabled. If blank, then nothing will be set on the initial import. If the field is blank and the plant is being updated, then the Fixed Price flag will be cleared as will any existing fixed price value (if one exists)
  • Sales TaxY/N or Yes/No can be used. Will set the plant to Taxable if Y or Yes and Non-Taxable if N or No is used. If blank, the Non-Taxable will be set.
  • Is FavoriteY/N or Yes/No can be used. Will check the Is Favorite flag if set to Y or Yes.
  • Hide on ProposalY/N or Yes/No can be used. Will check the Hide on Proposal option if set to Y or Yes.

Using the Import Utility

The plant import for your Manage360 site can be started from either the Plants List page (in the Costbook) or the Settings section. Either of these options will open a new window to start the import process. The Sample file can always be accessed from the import window.

The Plants List page has an Import Plants button:

Import Plants from the Costbook

or Plants can be imported from Settings (int the Costbook Settings area):

Import Plants from the Settings section

In the Import window, the Sample file can be downloaded. Once it has been completed and saved, then the Import itself can begin by clicking the ‘Import’ button to browse to your file. Prior to importing, select the options: Add & Update, Add, or Update.

The import options will behave as follows:

  • Add & Update – Any Plants in the list that do not match either by SKU and Supplier or by Common Name, Botanical Name, Size, Unit Type and Supplier will be added as new Plants into the Manage360 Costbook. Any Plants that do match as indicated previously, will be updated based on the columns selected in the ‘Columns To Update’ section. When using this option, at least 1 column needs to be selected to be updated. If a SKU is not being used, then the name fields cannot be updated.
  • Add – Any Plants in the list that do not match either by SKU and Supplier or by Common Name, Botanical Name, Size, Unit Type and Supplier will be added as new Plants into the Manage360 Costbook. Any Plants that do match as indicated previously, will be ignored.
  • Update – Any Plants in the list that do not match either by SKU and Supplier or by Common Name, Botanical Name, Size, Unit Type and Supplier will be ignored. Any Plants that do match as indicated previously, will be updated based on the columns selected in the ‘Columns To Update’ section. When using this option, at least 1 column needs to be selected to be updated. If a SKU is not being used, then the name fields cannot be updated.

Plant Import main screen

If there are any issues or errors, they will be listed in the Plant Import window. The errors list can also be downloaded for viewing if desired. Once there are no longer any outstanding errors, the file will be imported to your Manage360 site.

Errors in the Plant Import

in DS|Manage360DS|Manage360 How to?

Pin It on Pinterest