Import of Inventory modules (Quotes, SO, PO and Invoices) is very similar to the normal import process, the only difference appears in the mapping of fields.

If the module being imported is an inventory module the field mapping step of the import process will show not only the fields of the module but also a set of "virtual" fields that represent the product/service lines of the module.

These fields must be mapped to columns being imported from the CSV file. Basically they represent the fields that can be found in the product lines of the inventory modules as can be seen in the next table:

Field Name	Description
Item Name	Product or Service. Should be in import format Products::::ProductName or Services::::ServiceName. The item will be created if it does not exist
Item Comment	Description of the product or service
Quantity	The number of units sold on this line
List Price	The unit price of product or service in this line
Item Discount Amount	Direct discount if applied
Item Discount Percent	Percentage discount if applied
Discount Amount	Direct discount of the Quote, SO, PO or Invoice if applied. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported
Discount Percent	Percentage discount of the Quote, SO, PO or Invoice if applied. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported
S&H Amount	Shipping and handling costs of the Quote, SO, PO or Invoice. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported
Currency	Currency the record should be created with. This currency must exist in the system, it will NOT be created. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported

So, to import an inventory module we need a flat or denormalized view of the record where all the information of the record is repeated as many times as product lines are required. In other words, our CSV file will have one row per each product line in a record, each row will have different values in the special product line columns and the exact same values in the common base field of the entity.

For example, this CSV file contains 3 SalesOrder records, The first one has 4 product lines, 2 products and 2 services:

Products::::Cd-R CD Recordable
Products::::Double Panel See-thru Clipboard
Services::::srv
Services::::srv2

the other two Sales Order have two products each. As can be seen the base fields like "Subject", "Contact", "Organization" or Billing and Shipping details are all repeated identically on all lines. When importing only the values of one row will be used, but they should be repeated on all lines.

The import process will group lines by the "Subject" column so this column MUST be unique for each record in the CSV file. This is very important because this is how the program identifies which product lines belong to each record. Let me repeat that again in a more colorful way:

See next the contents of the CSV file described.

Subject	Opportunity Name	Customer No	SalesOrder No	Quote Name	Purchase Order	Contact Name	Due Date	Carrier	Pending	Status	Sales Commission	Excise Duty	Organization Name	Assigned To	Created Time	Modified Time	Billing Address	Shipping Address	Billing PO Box	Shipping PO Box	Billing City	Shipping City	Billing State	Shipping State	Billing Postal Code	Shipping Postal Code	Billing Country	Shipping Country	Terms & Conditions	Description	Enable Recurring	Frequency	Start Period	End Period	Payment Duration	Invoice Status	Adjustment	Total	Sub Total	Tax Type	Discount Amount	Discount Percent	S&H Amount	Currency	Item Name	Quantity	List Price	Item Comment	Item Discount Amount	Item Discount Percent	VAT	Sales	Service	V.A.T.
SO_vtiger			SO1	Quotes::::Vendor_Quote		Contacts::::Jones Barbara	2015-04-13	FedEx		Created	0.00	0.00	Accounts::::t3M Invest A/S	admin	2014-06-26 23:12:15	2015-06-02 20:44:51	999 Baker Way	123 Anywhere Street			San Mateo	San Jose	CA	CA	15191	63999	USA	USA			0						100.000	4232.900	4182.900	individual	100.000	0.00	50.000	USA Dollars	Products::::Cd-R CD Recordable	3.00	130.000	This is test comment for product of Quotes	20.000	0.00	14.50	0.00	12.50	0.00
SO_vtiger			SO1	Quotes::::Vendor_Quote		Contacts::::Jones Barbara	2015-04-13	FedEx		Created	0.00	0.00	Accounts::::t3M Invest A/S	admin	2014-06-26 23:12:15	2015-06-02 20:44:51	999 Baker Way	123 Anywhere Street			San Mateo	San Jose	CA	CA	15191	63999	USA	USA			0						100.000	4232.900	4182.900	individual	100.000	0.00	50.000	USA Dollars	Products::::Double Panel See-thru Clipboard	3.00	1230.000	This is test comment for product of SalesOrder	200.000	0.00	0.00	0.00	0.00	0.00
SO_vtiger			SO1	Quotes::::Vendor_Quote		Contacts::::Jones Barbara	2015-04-13	FedEx		Created	0.00	0.00	Accounts::::t3M Invest A/S	admin	2014-06-26 23:12:15	2015-06-02 20:44:51	999 Baker Way	123 Anywhere Street			San Mateo	San Jose	CA	CA	15191	63999	USA	USA			0						100.000	4232.900	4182.900	individual	100.000	0.00	50.000	USA Dollars	Services::::srv	3.00	1.000		0.000	0.00	0.00	0.00	0.00	0.00
SO_vtiger			SO1	Quotes::::Vendor_Quote		Contacts::::Jones Barbara	2015-04-13	FedEx		Created	0.00	0.00	Accounts::::t3M Invest A/S	admin	2014-06-26 23:12:15	2015-06-02 20:44:51	999 Baker Way	123 Anywhere Street			San Mateo	San Jose	CA	CA	15191	63999	USA	USA			0						100.000	4232.900	4182.900	individual	100.000	0.00	50.000	USA Dollars	Services::::srv2	22.00	10.000		0.000	0.00	0.00	0.00	0.00	0.00
SO_vtiger5usrp			SO3	Quotes::::Vendor_Quote		Contacts::::Miller Maria	2007-08-11	USPS		Approved	0.00	0.00	Accounts::::demovtiger	admin	2014-06-26 23:12:17	2014-06-26 23:12:17	345 Sugar Blvd.	123 Anywhere Street			San Francisco	San Jose	CA	CA	82696	63999	USA	USA			0						100.000	1080.000	1030.000	individual	100.000	0.00	50.000	USA Dollars	Products::::Vtiger 5 Users Pack	1.00	1230.000	This is test comment for product of SalesOrder	200.000	0.00	0.00	0.00	0.00	0.00
SO_vtiger5usrp			SO3	Quotes::::Vendor_Quote		Contacts::::Miller Maria	2007-08-11	USPS		Approved	0.00	0.00	Accounts::::demovtiger	admin	2014-06-26 23:12:17	2014-06-26 23:12:17	345 Sugar Blvd.	123 Anywhere Street			San Francisco	San Jose	CA	CA	82696	63999	USA	USA			0						100.000	1080.000	1030.000	individual	100.000	0.00	50.000	USA Dollars	Products::::Vtiger 50 Users Pack	1.00	1230.000	This is test comment for product of SalesOrder	200.000	0.00	0.00	0.00	0.00	0.00
SO_vendtl			SO5	Quotes::::SO_Quote		Contacts::::Wilson Susan	2007-02-28	BlueDart		Approved	0.00	0.00	Accounts::::vtigeruser	admin	2014-06-26 23:12:19	2014-06-26 23:12:19	123 Anywhere Street	123 Anywhere Street			Sunnyvale	San Jose	CA	CA	70388	63999	USA	USA			0						100.000	1080.000	1030.000	individual	100.000	0.00	50.000	USA Dollars	Products::::Vtiger 5 Users Pack	1.00	1230.000	This is test comment for product of SalesOrder	200.000	0.00	0.00	0.00	0.00	0.00
SO_vendtl			SO5	Quotes::::SO_Quote		Contacts::::Wilson Susan	2007-02-28	BlueDart		Approved	0.00	0.00	Accounts::::vtigeruser	admin	2014-06-26 23:12:19	2014-06-26 23:12:19	123 Anywhere Street	123 Anywhere Street			Sunnyvale	San Jose	CA	CA	70388	63999	USA	USA			0						100.000	1080.000	1030.000	individual	100.000	0.00	50.000	USA Dollars	Products::::Brother Ink Jet Cartridge	1.00	1230.000	This is test comment for product of SalesOrder	200.000	0.00	0.00	0.00	0.00	0.00

Taxes

Currently, due to limitations of the system we cannot define the tax settings of the record being imported. All taxes defined in the system at the moment of the import will be applied to the records created. This means that you have to group your import records in sets of identical taxes, define and set those taxes in the application and import the set. Then repeat the process for each set of changing taxes.