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Changes for page Checkin Data Import Tool

Last modified by David Muszynski on 2025/04/11 18:21
From version 7.2
edited by David Muszynski
on 2025/04/11 18:19
Change comment: There is no comment for this version
To version 9.3
edited by David Muszynski
on 2025/04/11 18:21
Change comment: There is no comment for this version

Summary

Details

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1 1  The Checkin Data Import Tool (CDIT) has the ability to import Customers, Products and Suppliers from other POS systems into CheckIn. It also has the ability to import Lightspeed/POSIM Line Items data and generate Invoices/Line Items into CheckIn from that data. The Line Items data process is a bit more involved and takes some cleanup of the data and ensuring things imported in properly. This document details the process step by step.
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3 3  **File Setup**
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58 58  
59 59  **Creating the Line Items **- Same thing here, it will export and import the information it needs to generate line items.
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61 -[[image:https://doctormac.teamwork.com/desk/file/3149130/Screenshot%202024-11-15%20at%203.35.46%20PM.png||alt="Image Placeholder"]]
63 +[[image:Screenshot%202024-11-15%20at%203.35.46%20PM.png||height="611" width="1000"]]
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65 +[[image:Screenshot%202024-11-15%20at%203.37.03%20PM.png||height="477" width="1000"]]
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67 +**Cleaning Up **- Currently, after importing the Line Items, it does a few replaces to clean things up, the store id, the company id, recID. But it also tries to automatically fill out the item_id properly using the ls_import_inventory table. This doesn't work currently because the relationship doesn't work perfectly. For the Invoices, it replaces the store ID and company ID and then sets the total of the Invoice.
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69 +**Manual Clean-up **- Shouldn't be much to do after unless something is found.
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72 +**To-Dos**
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74 +Duplicate checking for IDs
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76 +--Delete MailChimp oncustomer layout script--
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78 +Fix the automatic mapping of Products import. It currently is by default set to the wrong field delimiter so it needs to be manually remapped every time.
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80 +ditto for inventory location
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82 +Make the Department creation quicker. We dont have to loop through the whole found set to create departments, we can use the values in the Department field post import to just get a list of the unique departments and create them. you probably do need to re-assign them in a loop after though.
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84 +ls_import_inventory table needs to be fixed in terms of the linking, maybe create a new table or have a way to link this without all the weird work afterward.
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