Dashboard > Settings > Lists > Import/Export > Import Materials
SiteMax allows you to import your entire material list by uploading CSV files. Easily set up your materials in a few clicks.
Importing Materials List
1. From the Dashboard, go to "Settings" > "Lists" and click on the "Import/Export Data" tab. From there, look for the "Import Materials" section.
2. Download the "sample CSV file" by clicking on the blue hyperlink. We will use this CSV file to import our list.
3. Open the downloaded CSV file. The file is a template that allows you to upload your entire material list at once. Erase the sample data given in the template and import your material list. Do not change the gray area (ID) and column headers.
General fillable information (Required*):
ID (fill to update): Leave this field blank when importing your materials list for the first time. This field is generated by SiteMax to track all materials.
Name*: This is a required field, enter the name of the material here
Code (Max 10 Chars): This can be used to add a QR Item Code (QR codes can be used to track materials by scanning them)
Unit*: Unit of Measurements for item
Value (numeric): Add the $ value per material (per 1 item)
Quantity (numeric): Number of items for that particular material
Note: To prevent errors, ensure no materials are duplicated on the list and that all materials have unique names (do not have multiple items with the exact same name).
4. Once you have completed adding your materials to the CSV file, make sure you save and export the file as a CSV file. On your systems page, click "Browse" to find your newly exported CSV file and "Import".
You will be able to find the material list in the materials module once the CSV file has been imported. To access the module, go to Dashboard > Materials.
Note: If you are looking to add materials to an existing list, instead of clicking "sample CSV file", click "Export data". This will pull all the materials already on your list. For existing materials on the CSV, there will be an "ID" number present.
Fill out the list as stated above, ensuring no items are duplicated. Once the template has been completed, save it as a CSV file and import it.