Last updated 2/27/24
If you are importing inventory using the ConnectSx inventory import template, your columns and field headings can now be mapped automatically with the check of a box! Be sure to review your mappings before you import, just to make sure everything looks right. See below.
Creating your Inventory Load File
Reviewing the Inventory and Deleting Imports
Large Imports
The system will warn you if you attempt to import more than 5,000 devices per import or 999 of a particular catalog number as these may cause long wait times.
Additionally, consider this warning given the import you are doing, does this seem right? Should you double check your data or your column/field mappings to make sure the import is configured correctly?
Download and utilize these templates to assist you in your inventory imports and assembling your other data for onboarding and account setup.
*** Blank Inventory Import Template *** (Use this template for Auto-Mapping functionality)
Use this template to assemble your inventory data for import
When importing with this template check the box for Auto-Mapping to apply the system’s auto-map feature.
Additional Templates:
ConnectSx Onboarding Data Template - All Data with Instructions and Notes
This template can assist you in assembling your inventory data as well as the other data to set up your ConnectSx Account, including instructions.
ConnectSx Onboarding Data Template - All Data - Blank
This template can assist you in assembling your inventory data as well as the other data to set up your ConnectSx Account, without instructions.
Note: If a catalog number in your import has not been created already in your account, it will be created automatically in the Catalog during import and will adopt the description imported with it.
If an item in the catalog DOES NOT have a description entered, it will inherit the description of the next imported inventory item sharing that catalog number. If it already has a description in the catalog, nothing will be changed.
If this is the first time that you are using ConnectSx, if you have a new physical inventory or cycle counts, or if you have new inventory to input into the system, you can upload a spreadsheet (.CSV) using the inventory import function.
A Quick note on Containers: It should be noted that often, creating your containers manually in the system prior to doing an inventory import will give you more flexibility over the naming of the container and the entry of its data. We suggest this method so that the Container can be assigned to the correct product line and be given a full description.
A critical part of creating Containers is that their catalog number be unique from other Containers in your inventory. The container ID, lot #, tags, etc. may be whatever you need them to be, but the Catalog # of each container must be unique to distinguish it as a discrete singular entity in the system. The only time that you can assign a pre-existing catalog number to a container is if there is no existing inventory bearing that catalog number.
Note: Ask your account manager about our integration services or to use our API to link ConnectSx with your ERP or other inventory management system.
First you’ll need to navigate to the Inventory section and click “Imports”. Next, click on the “New Import” button.
Then you’ll need your inventory spreadsheet with column field headings, saved as a .csv file. To read more about preparing your import file, check out this article. The columns that can be included in the inventory import are listed here (more detail later in this section). We’ve marked the required fields with an *.
*Item Number (aka Catalog Number, Reference Number)
*Description
*Product Line
*Quantity
Custody
UDI (Note: If entering UDI, your lot # must match what is part of the UDI. The system will parse the UDI and populate the lot number automatically. If you have a different lot number than is part of your UDI, reach out to us to discuss options for loading that data). DO NOT LOAD INFORMATION THAT IS CONTAINER IN YOUR UDI. IF THE INFORMATION LOADED IS DIFFERENT THAN THE UDI, THE INFO IN THE UDI WILL WIN OUT. THE UDI IS THE SOURCE OF TRUTH.
Tags
Container ID (Catalog Number) - Container ID in the import references the catalog number of the container (used to identify unique containers), and as a reminder must be unique from the catalog numbers of other Containers in your inventory.
Billable
Price
Lot Number (Note: If entering UDI, your lot # must match what is part of the UDI. The system will parse the UDI and populate the lot number automatically. If you have a different lot number than is part of your UDI, reach out to us to discuss options for loading that data). DO NOT LOAD INFORMATION THAT IS CONTAINED IN YOUR UDI. IF THE INFORMATION LOADED IS DIFFERENT THAN THE UDI, THE INFO IN THE UDI WILL WIN OUT. THE UDI IS THE SOURCE OF TRUTH.
Barcode
Serial Number (Note: If entering UDI, your serial # must match what is part of the UDI. The system will parse the UDI and populate the serial number automatically. If you have a different serial number than is part of your UDI, reach out to us to discuss options for loading that data). DO NOT LOAD INFORMATION THAT IS CONTAINED IN YOUR UDI. IF THE INFORMATION LOADED IS DIFFERENT THAN THE UDI, THE INFO IN THE UDI WILL WIN OUT. THE UDI IS THE SOURCE OF TRUTH.
Expiration Date (Note: If entering UDI, your lot # must match what is part of the UDI. The system will parse the UDI and populate the lot number automatically. If you have a different lot number than is part of your UDI, reach out to us to discuss options for loading that data). DO NOT LOAD INFORMATION THAT IS CONTAINED IN YOUR UDI. IF THE INFORMATION LOADED IS DIFFERENT THAN THE UDI, THE INFO IN THE UDI WILL WIN OUT. THE UDI IS THE SOURCE OF TRUTH.
Cost of Goods
LOCATION: Just make sure the location in your import matches locations in the system to a “T”, or it will create new locations for those that differ from the locations existing in your account.
INVENTORY TYPE (Biologic, Implant, Instrument, or Other)
Manufacture Date
NEW IMPORT FEATURE - We now allow you to assign location and Inventory Type to inventory in your import file.
Location:
Inventory Type:
Otherwise, just map the column like you would any other field in your import.
3. Click on “Choose Your CSV File” to browse for your spreadsheet. Then select the relevant manufacturer from the drop down menu.
4. If desired, enter a name for the import (See above). This name will be used to trace an item to the import that created it.
5. Select a Hold Status (i.e. Inspection, Quarantine, Ready for Sale, Receiving, or Rejected/Damaged) to apply to the whole import. Note: Item hold statuses will have to be updated individually or updated at the container level to affect all items contained within.
6. Next, map the column names of your spreadsheet to the data fields in ConnectSx by selecting the headers in the drop down menus for each field (See below).
7. For Instance, in our example below the ConnectSx field “Quantity” was mapped to the column for “Quantity on Hand” in our manufacturer’s inventory spreadsheet.
8. Note that each field has a description to help you understand which columns should be mapped to it. There is also an explanation of each field following these instructions.
9. Click “Import” in the lower right corner of the screen - and your inventory will be imported into the platform.
Use the following field descriptions to help understand the purpose of each data point and assist in mapping the data fields during inventory import. The fields marked with a red asterisk * are required fields and must be included in your inventory load file in order for it to be uploaded successfully.
Custody
The email address associated with the user account that is currently in possession or has responsibility for that piece of inventory.