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    Back Office // How do I import data into a wizard?

    Populating a wizard from a file

    When you want to make bulk changes via a Wizard, you have the ability to populate the wizard based on a file, rather than going through and selecting individual items.

     


    Creating a wizard by importing a file

    1) From the main menu in the Back Office, expand the Wizards & Imports heading, then click on Wizards.

     

    2) Select the type of Wizard you want to create, then click on Create Wizard.

     

    3) You'll see a menu like the one below – choose Import List of Codes:

     

    4) This will take you to a page that enables you to use a CSV or Excel file to populate the wizard. Each code must have its own row in the spreadsheet, as below:

     

    5) Once you have selected the file, it will show you the items added:

     

    6) If you are happy with the selection, you can then click on the Create Wizard button at the bottom of the page, and carry on using the wizard as usual.

    NB: Wizards are processed sequentially, so will be 'queued' and processed one after another.

     

     

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