General

Saasu supports importing from spreadsheet (CSV) files and some specific software packages and online applications. A header record must always be present in the first row. As long as the required headers for each format are provided, Saasu will be able to import them into your File. Optional headers can be omitted from the CSV file. The ordering of the columns does not really matter. However, we strongly encourage you to stick with our default column ordering if you are importing a file of one of the supported formats listed above.

Once you click the Import button, Saasu will attempt to import ALL records to your File directly. You cannot undo this once they are imported without deleting them one at a time so always ensure you are importing the right records.

Importing from spreadsheet (CSV)

Required headers

• Code
• Description
• Is Inventoried (Yes, No)
• Asset Category
• Is Bought (Yes, No)
• Expense Category
• Purchase Tax Code
• Is Sold (Yes, No)
• Income Category
• Sale Tax Code
• Cost of Sales Category

Optional headers

• Minimum Quantity for Restocking Alert
• Primary Supplier First Name
• Primary Supplier Last Name
• Primary Supplier Organisation
• Primary Supplier’s Item Code
• Default Re-order Quantity
• Rrp Incl. Tax
• Notes
• Is Active (Yes, No)

Account and Bank Account fields, such as Asset category, Income category, etc

Enter value in the following format: Account Type: Account Name.
E.g.

• Asset: Computer Equipment
• Income: Sales

Valid values for Account Type:

• Income
• Expense
• Asset
• Equity
• Loan
• Other Income
• Other Expense
• Cost of Sales

Numeric Fields, such as Default Re-order Quantity, Rrp Incl. Tax

Enter value without “$” and “,” signs.
E.g. 1200.23 and NOT $1,200.23

Default Re-order Quantity

This quantity can contain up to three decimal points, where as Rrp Incl. Tax can contain up to 4. If you need to enter multiple line value for description and notes, use \n to indicate a new line.

Example,

This is Line 1\nThis is Line 2

Will yield,

This is Line 1
This is Line 2

Zone Specific Software

AU/NZ: Importing from MYOB

1. Export your Inventory Items from MYOB (”File > Export Data > Items”). Make sure you export all fields, comma-separated, and the first row is a header record.
2. Export your Accounts from MYOB (”File > Export Data > Accounts”). Make sure you export all fields, comma-separated, and the first row is a header record.
3. Click “Browse” to select the file containing the Inventory Items you exported from MYOB.
4. Click “Browse” to select the file containing the Accounts you exported from MYOB. MYOB uses account number to reference Account in its exported Inventory Item file. Therefore, you need to upload a file containing MYOB Accounts for Saasu to determine which one to use.If the Account referenced by an Inventory Item does not exist in your File, Saasu will add that Account to your File automatically. Otherwise, it will use the one that is already in your File.
5. As Saasu’s Tax Codes are different with MYOB Tax Codes, you need to specify how MYOB Tax Codes are mapped to Saasu Tax Codes. If you did not customise MYOB Tax Codes yourself, you can use the pre-selected mappings.
6. Click “Import”.