HEMS One - Import Wizard Visual Guide with Comments

HEMS One Import Wizard

 

Step-by-Step Visual Guide

 

ImportWizard 1.png

Figure 1 Open the Import Wizard module from the menu or type import wizard in the SEARCH Menu quick navigation field.

ImportWizard 2.png

Figure 2 Download the import template for HEMS One and choose your inventory spreadsheet.

ImportWizard 3.png

Figure 3 Select the spreadsheet.

ImportWizard 4.png

Figure 4 Select the correct tab on the spreadsheet, especially if you populated multiple tabs for different departments/locations.

ImportWizard 5.png

Figure 5 Review the data; you may Export to Excel for corrections and click IMPORT when ready.

ImportWizard 6.png

Figure 6 HEMS One will indicate imported successfully in green font if successful, or HEMS One will use red font to indicate an error and the Creason field will identify the error.

 

 

 

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