To create or clone a template for Importing Wholesaler Host Data, press the Adjust Template button in the upper right corner.

  1. The template which was highlighted is displayed in the form, although you do not need to use that template.
  2. Press Add New Template.

  1. From here, you can start creating your own Template, or use Clone a Template to select a template that has the same file type and has many of the same fields.

  1. Select a Template from the Clone a Template drop-down, then give it a Template name on the left of the form.
  2. Enter the correct Text Qualifier and File Suffix and press Save. In the example below, the Text Qualifier is an apostrophe (default) and the File Suffix is csv.

  1. Open the file you want to create a Template for to view the Wholesaler’s field names.
  2. You can see by studying the example below, that Item # equals the Retail Cert_Code, Unit UPC is Retail’s UPC, etc.



  1. Many wholesaler files are quite complicated, as shown below.


  1. Now, you can begin mapping the fields in the file to the Retail fields.
  2. Double-click one of the fields. In the example, UPC was clicked.
  3. The ITR Field in the drop-down must match the field from Retail. In this case it matches.
  4. The Host Field in the Template shows (itemupc).
  5. Edit it to match the name in the file (Unit UPC). Edit the Description if necessary.
  6. Press Save.
  7. The UPC field you just edited is displayed in the grid below, as well as the incorrectly mapped field.

  1. Highlight the incorrect field and press Delete on the keyboard.
  2. You will be prompted to confirm the deletion. Press Yes.

  1. Continue mapping all necessary fields until finished. Press Save and exit.
  2. Your new template will show up when User Defined is clicked on the Host Import form.