Import & Export Overview

Import & Export Overview

Import & Export Overview

The Import & Export section allows you to manage large amounts of data in your dispensary using CSV files. Understanding the difference between Import New Data, Update Existing Data, and Export Data is essential to avoid errors.

Navigate to:

Admin > Settings > Data

Import New Data

Importing new data means the information does not already exist in your dispensary.

Examples of new data:

  • A brand-new herb

  • A new premix formula

  • A new product that has never been added before

New items do not yet have an ID. When you import new data successfully, the system will automatically assign a unique numeric ID to each item.

Important Notes

  • New data must be uploaded under Import New Data

  • If you attempt to upload new data under Update Existing Data, it will fail

  • The system expects no ID when importing new data

If you are receiving errors, double-check that you are importing into the New Data section.

Types of New Data You Can Import

You can import the following as new data:

  1. Categories (Herb, Formula, and Product)

  2. Single Herbs

  3. Products

  4. Herb Products (Custom Products)

  5. Premix Formulas

  6. Inventory / Stock

  7. Supplier Products

Update Existing Data

Updating existing data is used when the item already exists in your dispensary.

To update existing data:

  1. Export the data to a CSV file

  2. Make changes to the file

  3. Re-import the file under Update Existing Data

Existing data already has an ID, and that ID is required for the system to know which item to update.

Important Notes

  • Existing data must be uploaded under Update Existing Data

  • Files uploaded here will contain an ID column

  • If you try to upload existing data under Import New Data, the system will reject it because new data does not have IDs

Types of Existing Data You Can Update

You can update the following existing data:

  1. Single Herbs

  2. Products and Product Prices

  3. Herb Products

  4. Premix Formulas

  5. Inventory / Stock Values

  6. Suppliers

  7. Ingredient Prices

Export Data

Exporting data allows you to download information from your dispensary into CSV files. Exports are commonly used for:

  • Reporting

  • Backups

  • Bulk updates

  • Audits

Types of Data You Can Export

You can export the following data:

  • Single Herb Ingredients

  • Premix Formulas

  • Products

  • Herb Products

  • Inventory

  • Formula Templates

  • Orders

  • Suppliers

Best Practices

  • Always confirm whether your data is new or existing before importing

  • Never remove or modify ID columns when updating existing data

  • Keep backups of exported files before making changes

  • Use exports as templates for updates

Need Help?

If you encounter import or export errors, contact support and include:

  • The file you uploaded

  • Which section you used (New Data or Existing Data)

  • Any error messages shown

We’re happy to help.

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