Cards import

What's the card import?

Through the Import cards module it is possible to update a large number of cards already existing within KanbanBOX.

Procedure:

Click on Kanban boards > Boards as table > select one of the tables such as customer, supplier and planner as needed;
In the table, filter only the cards you want to update;
Click on the icon in the table menu Export data for import;
The file cards.xlsx is downloaded automatically: it contains all the codes filtered in the Board as table;
Open the Excel file cards;
The first sheet Help shows a brief guide on how to compile the file. To modify the cards, click on the second sheet Cards;
Edit the file and save it (keeping the name cards.xlsx is not mandatory);
Go back in Masters > Import> Card values
In the field Excel file for cards click on Choose file;
Search and select the file saved in step 7;
Click on Open;
The file is now selected and loaded into the space provided. Then click on Import cards (update)

In the new screen, the data entered in the Excel will be re-proposed. Pay particular attention to the last two columns:

Field	Description
Errors	If the import causes an error, the row will be placed at the top of the list of cards to be updated and will not be imported into the system. The error reason is shown on this column.
Action	Update: the card is not new, but will be updated to the KanbanBOX board. Attention: each updated card loses all the information previously inserted in all its fields and acquires the new ones inserted in the Excel file, except for fields left blank, where the previous value is retained.

Click on Import data in KanbanBOX to complete the import. By entering in Kanban board and by clicking on one of the modified cards you can view the changes made.

Column	Field	Description	Constraints in the field
1	Card string ID	String ID of the card	Required field. It must be the string ID of an existing card
2	Quantity	Card quantity	Optional. It must be a number
3	Card reference	Card reference	Optional
4	Card note	Notes of the card	Optional
5	Picking location	Picking location	Optional
6	Supplier lot number	Lot number of supplier	Optional
7	Customer lot number	Order number for customer	Optional
8	Blocked	Whether to block the card or not	Optional. Admitted values: 0 or 1
9	Block reason	Reason why the card was blocked	Optional
10	Priority	Whether to activate or deactivate the priority on a card	Optional. Admitted values: 0 or 1
11	Out of stock	Value used to activate/deactivate the out-of-stock status on the card	Optional. Admitted values: 0 or 1
12	Card 1 text	Custom text for the card	Optional
13	Expiration date	Expiration date of the card	Optional
14	Confirmed date	Confirmed date of the card	Optional
15	Custom card ID	Customable card ID	Optional

For each completed line, a card will be updated.

When compiling, follow the rules below:

Do not change the sheet name Cards otherwise it will not be considered during the import.
Do not change the name of the fields otherwise the data will not be considered during the import.
Additional sheets will not be considered during import.
Additional columns will not be considered during import.
The fields of the unfilled columns will take the contents of the card before importing the values.
The cells of the columns to be imported cannot contain formulas.