How to import assemblies?

To import an assembly into your Zoho ERP,

• Go to the Inventory module on the left sidebar.
• Navigate to Assemblies on the top Module bar.
• Click the More (Three dot) icon in the top right corner.
• Select the Import Assemblies option from the drop-down.
• Browse and upload either a CSV, XLS, or TSV type file. You can download the sample file from this page to get an idea of how to create the files you need to import.
• Choose the Character Encoding involved from the drop-down. By default, the character encoding is UTF-8(Unicode).
• Click Next to proceed to the mapping fields window.
• If you want to select the date format in import, click the Edit icon near the Default Data Formats.
• Select Format At Field Level - Enable this to choose a specific format for each field during import.
• Default Format - Select the date format from the drop-down.
• Zoho ERP will automatically map similar fields and match them together. You can manually match the unmapped ones or alter the mapped ones.
• Click the checkbox beside the option Save these selections for use during future imports to automate mapping for future item imports.
• Click the Next button.
• Here, an overview of the number of variants ready for import, the number of skipped records, and unmapped fields will be shown.
• Click the Previous button if you need to make any changes to the operation.
• If everything is ready, click the Next button to import.