Steps to import CSV

Go to Supplies → on the ‘Types’ list view click on ‘Import’ → Types.
Click on 'Download template file' to download the template file.
Enter all valid data in the template file as mentioned in the below 'Data Dictionary' table.
Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to create or 'Update' to update supply.
Click on the 'Validate and Import' button
Refer to 'Import status' to check the status of the import job.

Sample CSV

Column Name	Data type	Mandatory? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations

Column Name	Data type	Mandatory? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations
Supply Type ID	Number	No	Yes	System generated unique number for every Type
Name	String	Yes	No	Type Name/Title
Description	String	No	No	Comments or details related to Type
Are Supply Items Barcoded?	String	No	No	If not specified it takes value ‘No’	Yes No
Expiry Reminder	Number	No	No	Sends an email notification when the supplies are about to expire in specified days.
Expiry Buffer	Number	No	No	Supplies will be marked as expired after specified days of expiry.
Low Quantity Mark	Number	No	No	Sends an email notification when the supplies availability is less than or equals specified units.
Vendor#Name	String	No	No			This should be valid vendor name from the Vendors. Refer to Vendors and Locations
Collection Protocol#Short Title	String	No	No	One ore more collection protocols for which this supply is procured for. You can create supply only for the allowed protocol
Notification Recipients#1#Email Address	String	No	No	Email address of user to whom the notification will be sent. Eg: Supply Expiry , Low Quantity