Downloadable import templates

With SmartTurn, you have the option of setting up and maintaining much of your data using .xls spreadsheets. This is helpful when you are setting up or updating many new records at the same time. You may already be tracking administrative or configuration details in a spreadsheet or in an accounting application that exports to a spreadsheet. SmartTurn wants to make it easy for you to use the data you already have aggregated with a minimum amount of data entry or reformatting.

The columns in each of these templates correspond to fields on the screens, and each template has instructions on how to format your data for import. Once you have completed a SmartTurn spreadsheet template, you navigate to the corresponding area in SmartTurn to import your data.

Select a link to download an import template:

	Downloadable import templates
Ordering	Template for importing purchase order items Template for importing sales order items
Receiving	Template for importing receipt items
Inventory	Template for importing license numbers
Fulfillment	template not available at this time, but you can create a simple import file for shipment items
Operations	Template for importing item masters
	Template for importing business affiliates Template for importing business affiliate contacts
Administration	Template for importing locations