Import Items For Grid Form

Updated by Steven Garand

Click on the Choose File button and select the appropriate CSV file.
The file contents are shown in the grid.
Drag the mapping column headers to the appropriate grid columns.
Make sure to check on the Skip first row checkbox if the file contains a header row as in the example file.
When updating a custom order form by importing a file, pre-existing line items associated with the updated order form may not show the proper selections when the order form is subsequently opened. Make sure to run Update on pre-existing line items before opening an updated custom order form.

Import Example CSV File


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