Import an order history via Excel

Importing an existing order history to Quartzy via Excel will allow the members of your Lab to easily find and request items that have been purchased in the past. That way, things like price and unit size can be preserved correctly in new requests!

1. From the Requests module, select the Lab where you would like the order history to be added and click the Import button on the left sidebar.

Note: An individual Lab must be selected in order to see the Import/Export options.

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2. Click Download Template and open the Excel file. 

Link: Click here to download the import template right now!

3. Copy and paste (or type directly) the order details onto the Quartzy Excel Template. 

If you are copying from an existing spreadsheet, use the Paste Special > Values or Text option to transfer your existing data onto the template as this removes any special formatting from your sheet that could cause an error in the upload. 

Here are some tips to help you import your file successfully:

  • Begin by reading the Instructions worksheet

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  • On the Orders worksheet, fill in both the Date Ordered and Date Received columns. If exact dates are not known, use a simple alternative like today's date.
  • Columns cannot be added to this worksheet so if you have additional information about your orders that do not fit in the columns provided, place them in the Notes column.

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4. From the Import requests modal, check the box to verify that you have used Quartzy's Excel template and click Upload file. Attach the saved file and your order history will upload!

 

Next Up: Learn how to import new requests in bulk using this same template

 

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