How to the Import Data?
Importing data in bulk helps you manage large volumes of information quickly and efficiently on the Dyrect platform. Whether you want to import products, external serial numbers, warranties, or other records, the import tool ensures smooth and accurate data entry, saving time and improving operational efficiency.
Step-by-Step Guide to Import Data
1. Download and Upload the Import Template
Go to the relevant module (for example: Products, External Serial Numbers, Warranties, etc.).
Click on Import
From the dropdown, select Import.
A new page will open:
Click Download to download the import template.
Once downloaded, click Next.
On the next page, upload the filled-in template and click Next to continue.
2. Review and Complete the Import
Carefully review all the uploaded data.
Click Next, then click Import.
A confirmation pop-up will appear—select Yes, Import to complete the process.
Conclusion
Using the bulk import feature in Dyrect makes it easy to upload large sets of data whether it's products, warranties, customer information, or serial numbers. With just a few simple steps, you can ensure accurate and seamless data entry, leading to smoother operations and better efficiency.
FAQs
1. What types of data can I import?
You can import different types of data such as products, warranties, customer details, external serial numbers, and more—depending on your module access.
2. What is included in the import template?
Templates usually include fields like:
Product details
Customer details
Serial numbers
Purchase or creation dates
3. What if my file has incorrect or missing information?
The system will show errors during the review step. Correct the mistakes in the file and re-upload it.
4. Will I get a confirmation after the import?
Yes, a confirmation message will appear, and your data will reflect in the module list.
5. What if I imported incorrect data?
If the import is already completed, reach out to your admin or Dyrect support.
If you are still on the review page, simply cancel and re-upload the correct file.
6. Why is my file not uploading?
This can happen due to:
Wrong file format
Missing required fields
Modified template structure
Unsupported characters in the file
Need Assistance?
If you require Dyrect to assist you with an integration, you can do so by following these steps:
- Create a support ticket by submitting a form here or email us at support@dyrect.co
- A support will reach out to you to request access to your Shopify store.
Schedule a Personalize Demo
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