Barcode Scanning: Importing Barcodes

  • Published on Jun 20, 2024
  • 2 minute(s) read
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This article is part of Barcode Scanning and covers Importing Barcodes via the web version of R365.

Users can import new and existing Barcode Data into R365 quickly and accurately using the Import Tool.

Navigation

Barcodes can be imported using R365's Import Tool.

Access the Import Tool in Classic by hovering over the 'Administration' tab and selecting 'Import' from the dropdown menu or by clicking 'Import' from under 'Admin' in the Smart Ops left navigation menu.

This will open the Import Tool.

Importing New Barcodes

If there are no Barcodes in the system, Users will need to first import New Barcodes. To import new Barcodes, navigate to the Import Tool, then follow these steps:

       
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    From the Import Tool select 'Barcodes' from the 'Options' dropdown and 'Create New' from the 'Import Type' dropdown
     

       
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    Click 'Download Template' to download the Barcode Import Template. This will download a .csv file named 'Barcodes New'
     

       
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    Open and edit the file as necessary. The Barcodes Import Template has two columns: Name & Barcode. Here, enter the exact Item names and their corresponding Barcode

       
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    Return to the Import Tool. Click 'Upload File,' and select the correct file for Import
     
     

       
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    Once the correct file is uploaded, click thebutton to continue to the 'Map Fields' section
     

       
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    Once the Field Mapping is complete, click thebutton again to continue to the 'Import' section and click 'Import.' Users will be notified of the information that has successfully imported. Once completed, click 'Finish'

       

Updating Existing Barcodes

If there are already Barcodes in the system, and there are changes that need to be made in bulk, Users can use the Import Tool to update existing Barcodes. This can be used to make corrections or changes. 

To make updates to existing Barcodes, open the Import Tool, and then follow these steps:

       
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    From the Import Tool select 'Barcodes' from the 'Options' dropdown and 'Update Existing' from the 'Import Type' dropdown
     

       
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    If a Template is needed, download by clicking 'Download Template.' If not, proceed to click 'Upload File' and upload the updated Barcode file
     
     

       
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    Once the correct file is uploaded, click thebutton to continue to the 'Map Fields' section
     

       
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    Once the Field Mapping is complete, click thebutton again to continue to the 'Import' section and click 'Import.' Users will be notified of the information that has successfully imported. Once completed, click 'Finish.' The updated Barcodes will now be updated in the system