How to Import Resources

Mazévo can import service providers and related resources from a CSV file. However, importing will only create new service providers and resources.

Overview and what gets imported

Records that are imported:

• Mazévo will create new service providers if the service provider name doesn't already exist.
• Mazévo will create new resources if the resource description doesn't exist in the resource table.

File Format Requirements

The file needs to be a text file in a CSV (comma-separated values) or a tab-delimited format.

The first row in the file needs to have column names.  

The columns need to appear in the following order:

• Service Provider (Required - text)
• Resource (Required - text)
• Inventory Qty (Optional - integer - defaults to 0 if not specified)
• Resource Type (Optional - text)
• Notes (Optional - text)

Importing data

1. Navigate to Settings > Resources.
2. Press Import.
3. Press Upload Resource File and select the file from your system, and a list of service providers that Mazévo will import is displayed.  
4. Press Import Service Providers to start the import. If no new service providers exist in the import file, this step will be skipped. 
5. When service providers have been imported, Mazévo will display a list of resources. From the list of resources, you can assign a resource grouping to each resource by pressing the Add link and selecting a group.  Press Import Resources to begin the import.