This guide provides detailed instructions on how to efficiently use CSV importers in HirePOS to streamline your data entry and administrative tasks. By following the guidelines outlined in this document, you will be able to prepare, clean, and import your data seamlessly into the HirePOS system.

Before importing your data into HirePOS, it is crucial to ensure that your CSV files are properly formatted. Here are some key points to consider:

• Avoid using commas in any field to prevent data skewing.

• Do not include quotation marks in any field to maintain data integrity.

• Avoid line breaks within fields to prevent data distortion.

• Use standard characters (A-Z, a-z, 0-9, etc.) and limit each CSV file to a maximum of 5,000 rows.

All dates and times in your CSV should follow the International (serialized) date format: yyyy-MM-dd. This format ensures consistency and accuracy in date representation.

To clean up your data before import, follow these steps:

• Strip all formatting and remove unwanted characters.

• Ensure data is free of currency signs for specific fields.

• Visually inspect and verify data accuracy.

Once your data is prepared and cleaned, export the CSV file by navigating to File > Download > "Comma-separated values (.csv, current sheet)" for upload to HirePOS.

Importing data into HirePOS involves a simple process:

• Select the desired CSV file.

• Preview the data and map CSV column headers to HirePOS destinations.

• Import the data and configure specific settings if required.

The items importer allows you to add new items or update existing items in HirePOS. Follow the steps provided to ensure a smooth import process.

To add new items, navigate to Setup > Items > Options > Import Items CSV. Use the provided template for seamless import.

For updating existing items, follow the steps outlined to ensure accurate data mapping and successful updates.

Ensure proper matching of suppliers in the CSV file to the Preferred Supplier field in HirePOS.

Match branch information in the CSV file to the Branch Name field in HirePOS for accurate updates.

Importing item prices involves specific steps to ensure correct pricing structure. Follow the instructions provided for a successful import.

Customers and contacts can be imported into HirePOS using the relevant import screens. Ensure proper data matching for accurate imports.

To import a list of suppliers, follow the steps outlined in the documentation to seamlessly add supplier information to HirePOS.

By following the guidelines and steps outlined in this documentation, you can efficiently prepare, clean, and import your data into HirePOS using CSV importers. For any further assistance or queries, please refer to the HirePOS support team.