CSV import – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Tue, 02 Aug 2022 07:24:23 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Import Items https://zistemo.com/knowledge-base/content/import-items/ Mon, 06 Feb 2017 11:15:00 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=2025 We’ve made it very simple for you to import product items into your zistemo account as a CSV file. Simply go to “Sales” -> “Products List” -> “My Items” and click the “Import” button. You can view and download a sample file HERE

Note: You can also import items through My Menu -> Import -> choose ‘Import Items’ from the drop-down menu.

Here, you can download an example of how this file should look like:

Next, click “Browse files” and choose the CSV file with the items from your computer.

On the next step, you will see a preview of the items which will be imported. The good news is that if some rows in the.CSV have errors, you will be able to download the “error file”, correct them and then import again.

Click on the “Import Items” and you’ll see how new rows will appear in your items list:

Note: Please use “UFT-8” for encoding

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Import Mileages via CSV https://zistemo.com/knowledge-base/content/import-mileages-via-csv/ Wed, 22 Jan 2020 10:13:26 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=8307 With zistemo, you can create mileages manually, but you can also import them from a .CSV file.

Note: Please use “UFT-8” for encoding

Just go to the “Import” link in the header menu:

choose “Import Mileages” and click “Import”:

Next, you can click on the “sample file” link and download an example of the .csv file. Now you will know how it would look like and it will help you to prevent mistakes.

Choose your file and click “Upload File”.

On the next page, you can easily preview changes or see which mileages cannot be imported because of errors.

After clicking “Import”, the imported mileages will appear in the mileages overview page:

Please note:

If you import mileages for a staff member that doesn’t exist in your staff list – you need to create/add the staff member before importing the mileages. Also, the car registration must already in the system to import a mileage to it.

About the .CSV file

Your .CSV file should include some mandatory data, please create your CSV file on the basis of our “sample file” which you can download on the import section on your zistemo account.

 

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Import CSV https://zistemo.com/knowledge-base/content/import-csv/ Mon, 10 Aug 2020 09:16:53 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=9173 On zistemo you can upload data via CSV to your account. In the following you can find the CSV-import features. There you will find further informations and also and example CSV-File.

 

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CSV Import Troubleshooting https://zistemo.com/knowledge-base/content/csv-import-troubleshooting/ Thu, 07 Apr 2022 08:17:18 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=10222 If you facing some issues while import a CSV file to zistemo (e.g. incorrect file structure) please follow these steps to corrects errors.

1. Check file encoding

Usually, files are encoded in UTF-8 which is the most common encoding. Please check if your file is encoded properly. Most text editor can detect the encoding or you could check it directly in you terminal (Mac OS) with file -I filename

2. Check file header

On each sample file you can see a header line. You must not change the header line for importing CSV file! The header must be exact the same as on the sample file. Further, please make sure that there’re no extra spaces on the header.

3. Check for empty columns and rows

The CSV file must not contain any empty columns or empty rows. It usually happens when saving an excel file as CSV. Please check on a text editor if there’re empty rows or columns in your file.

4. Check quotation marks

When using quotation marks, please don’t use them on date and make sure don’t using double quotation marks

5. End of Line (EOL) Character

Usually, end of line character/new line character is \r\n. However, some operating systems and some programs using \r as eol-character. Please make sure your file eol-characters is \r\n.

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