Importing Data and Orders

See the How-To article Import Data for a more detailed description of the import process. The process described can be applied to any of the available import options.

Phenix has a flexible import engine that can be used to import master data and transaction data.

All of the import functions use a common process that involves selecting a file, selecting a sheet within the file, mapping the columns in your spreadsheet to Phenix data, and confirming the import.  A summary is created at the end.