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Import Data from File

Contents

Overview

  • Reviews the file import feature in Stone Edge and variety of requirements per file import type.
  • Imported files must be .mdb .txt or .csv.
  • Quotes cannot be in files or it will cause errors.

Basic Importing

  1. Navigate to “Import Data” screen.
  2. Confirm Import category is correct.
  3. Click folder icon to right of “file to import” box
  4. Open file to importing from.
    1. Table will appear showing file contents if loaded correctly.

(example of loaded file)

  1. Click “Next”
  2. Configure settings per import type:
    1. Products
    2. Cost, Price & Weight
    3. Customers
    4. Suppliers
    5. Alternate SKUs
    6. Quantity Discounts
    7. Kits
    8. Supplier Purchasing
  3. Use dropdowns next to fields to map data.
    1. Not every column in table must be mapped.
    2. Table columns can be mapped more than once.
    3. Fields with stars must be mapped.

(example of mapped data)

  1. Click “Next” and map desired fields until “Finish and Import” page.
  2. Click “Backup Before Importing” to toggle off if backup is not needed.
    1. A backup is highly recommended.
    2. If toggled on pop-up will appear when click “Begin Import”.
  3. Click “Test Data”.
  4. Pop-up will appear
    1. Will list basic issues with data or mapping.
    2. Will say “No problems detected!” if data and mapping appear to have no errors.
  5. Click “Begin Import”.
  6. Pop-up will appear with an overview of the import.

General Import Options

  • Import Options
    • Field Delimiter
      • Comma -> typically file type will be .csv
      • Tab -> typically file type will be .txt
      • Other
    • First row contains field names -> Select if the file has headers.

  • Finish and Import -> Last screen before importing.
    • Backup Before Importing -> Toggled by default, saves data before editing incase imported data causes issues.
    • Test Data -> Checks first 1000 rows of data can be read. Does not check if data is mapped correctly.
    • Begin Import -> Click to start importing data.

Import Products

  1. Main Menu
  2. Manage My Inventory -> Import My Inventory – File

Options

  • Start by deleting all existing Products -> toggle if restarting inventory
  • Create new Products -> if product doesn’t exist, create one
  • Modify existing Products -> if product already exists, then change specifications to match file
  • Assign Supplier -> if a supplier is not listed as a column in the file, this supplier will be assigned for all products
  • QOH Options -> choose to replace or add to existing quantity

Required Fields

  • Local SKU -> Existing items will be referenced by this

Recommended Fields

  • Item Name
  • Regular Price
  • Supplier SKU
  • Primary Supplier
    • Primary Supplier Type (required if using above field)
  • Your Cost
  • Qty on Hand

All Fields

Inventory Fields

Local SKU Supplier ID (numeric) Published Wgt.
Item Name Supplier Name Actual Weight
Description Supplier’s SKU Category
Regular Price Primary Supplier Type Location
On Sale Primary Supplier Email BCC
Sale Price Your Cost Drop-Shop
Taxable Qty on Hand Barcode
Discontinued Target Qty Fulfillment Center
Single Unit SKU Reorder Pt. No Fulfillment
Single Unit SKU Qty. Use Serial # Hazmat Shipping
Ignore Inventory No Layaways Pack Separately
Auction Title Length This is a Box
Retail Price Width Default Box
Country of Origin Height No Box Needed

Custom Fields

Text1 Integer1
Text2 Integer2
Text3 Integer3
Text4 Integer4
Text5 Integer5
Currency1 Date1
Currency2 Date2
Currency3 Date3
Currency4 Date4
Currency5 Date5

International Shipping Fields

International Item Description:
HS Tariff Code

Web Fields

Image Headline Don’t Send to Monsoon
Thumbnail Availability ISBN
Header (Caption) Contents ASIN
Footer Ignore QOH on Web UPC
Code Don’t Sync with Amazon MAP
ID Don’t Sync with Yahoo Profit %
Path

Pricing Fields

Level Regular Price Sale Price On Sale Level Regular Price Sale Price On Sale
Price 1 Price 7
Price 2 Price 8
Price 3 Price 9
Price 4 Price 10
Price 5
Price 6

NOTES

  • Click HERE for full screen overview.

Import Cost, Price & Weight

  1. Main Menu
  2. Manage My Inventory -> Import Cost, Price & Weight

Options

  • Assign Supplier -> if a supplier is not listed as a column in the file, this supplier will be assigned for all products

  • Match Items On
    • Local SKU -> Use dropdown to choose column with item SKU
  • Match Suppliers On -> use dropdown for fields below to match suppliers
    • Supplier ID -> must be numeric data
    • Supplier Name -> Must match existing supplier name.

Required Fields

  • Local SKU

Recommended Fields

  • Supplier ID or Supplier Name

All Fields

Cost, Price & Weight

Your Cost
Published Wt.
Actual Weight
Regular Price
Sale Price
Supplier’s SKU

Pricing Fields

Level Regular Price Sale Price On Sale Level Regular Price Sale Price On Sale
Price 1 Price 7
Price 2 Price 8
Price 3 Price 9
Price 4 Price 10
Price 5
Price 6

NOTES

  • Click HERE for full screen overview.

Import Customers

  1. Main Menu
  2. Manage My Customers -> Import My Customers – File

Options

  • Match on Customer ID -> use existing customer IDs to update information
  • Create new Customers -> create new customers
    NOTE: cannot assign new customers their own ID, will be done by program

Required Fields

  • None

Recommended Fields

  • Full Name
  • Email
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Phone

All Fields

Customer Fields

Customer ID Company Country Price Level
Full Name Email Phone 1 Discount %
Name Prefix Address 1 Fax Cost Plus %
First Name Address 2 Don’t Ship Web ID
Middle Name City Don’t Mail Web Login
Last Name State Tax Exempt Password
Name Suffix Zip Tax ID

Custom Fields

Text1 Integer1
Text2 Integer2
Text3 Integer3
Text4 Integer4
Text5 Integer5
Currency1 Date1
Currency2 Date2
Currency3 Date3
Currency4 Date4
Currency5 Date5

NOTES

  • Click HERE for full screen overview.

Import Suppliers

  1. Main Menu
  2. Manage My Inventory -> Import My Suppliers

Options

  • Create new Suppliers -> Create new suppliers
    NOTE: Supplier ID cannot be mapped if adding new suppliers through this import
  • Modify existing Suppliers -> Uses existing supplier ID + name to identify data to edit

Required Fields

  • None

Recommended Fields

  • Supplier Name
  • Email
  • Address 1, Address 2
  • City
  • State
  • Zip
  • Phone
  • Main Contact
  • Main Contact Phone

All Fields

Supplier ID Address 1 Main Contact
Supplier Name Address 2 Main Contact Phone
Email City
Phone 1 State
Fax Zip
Toll Free Phone Country

NOTES

  • Click HERE for full screen overview.

Import Alternate SKUs

  1. Main Menu
  2. Manage My Inventory -> Import My Inventory – File
  3. Click “Alternate SKUs” from top-bar

Options

  • Create new Alternate SKUs -> create an additional SKU to reference a product
  • Modify -> DO NOT SELECT

Required Fields

  • Local SKU
  • Alternate SKU
  • Shopping Cart -> shopping carts must be selected individually (not selected from import file)

All Fields

Local SKU
Alternate SKU
Shopping Cart

Import Quantity Discounts

  1. Main Menu
  2. Manage My Inventory -> Import My Inventory – File
  3. Click “Quantity Discounts” from top-bar

Options

  • Create new Quantity Discount -> create an additional SKU to reference a product
  • Modify existing Quantity Discount -> Modify existing quantity discounts
    NOTE: Starting and ending quantity must be the same as existing entries

Required Fields

  • Local SKU
  • PriceLevel
  • Starting Quantity
  • Ending Quantity
  • Price

All Fields

Local SKU Price
PriceLevel On Sale
Strating Quantity Sale Price
Ending Quantity

Import Kits

  1. Main Menu
  2. Manage My Inventory -> Import My Inventory – File
  3. Click “Kits” from top-bar

Options

  • Create new Kits -> create kits from items not previously set as a kit
  • Modify existing Kits -> adds items to existing kits
    NOTE: Removing items from kits must be done manually in Stone Edge

Required Fields

  • Kit SKU
  • Part SKU
  • Quantity

All Fields

Kit SKU
Part SKU
Quantity
Inherit Options

Import Supplier Purchasing

  1. Main Menu
  2. Manage My Inventory -> Import My Inventory – File
  3. Click “Supplier Purchasing” from top-bar

Options

  • Modify existing Supplier Purchasing -> edits existing purchasing records when all required fields match existing records

Required Fields

  • Supplier Name OR Supplier ID
  • Local SKU
  • Supplier SKU

All Fields

Local SKU Lot SKU Manufacturers Barcode
Primary Supplier Type Lot Barcode Lot Description
Supplier Name Cost Per Lot
Supplier ID Order By
Supplier SKU Min Order Quantity
Quantity Per Lot Min Order Unit

NOTES

  • Lot names are based on your lots defined in list maintenance
  • Minimum Order Unit must be set as:
    • P, Pieces, Piece
    • L, Lots, Lot
  • Order By must be set as:
    • P, Pieces, Piece
    • L, Lots, Lot
    • Q, Pieces in Fixed Lot
Updated on March 17, 2026

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