Open

 

Open

 

Create an Article List

MoveHQ Support can supply a pre-formatted import sheet that will work for your import, but the following prompts are required on the excel for import:

All required fields will be highlighted on the template. There should be no edits made to the headers of these columns. Make sure all required fields have a value. If you have attributes set up and named in Windfall, you can rename the headers.

Import Article List Into Windfall

In Windfall, navigate to the customer to whom the articles belong. Click the Articles tab, then click the ‘Import’ button at the top of the screen. The Import Articles window will appear.

From the Import Articles window, click the ’Browse' button and find the Excel spreadsheet. Click on your spreadsheet, and click the Open button.

Select ‘Next' at the bottom of the page, and the Mapping tab will become appear. Select the 'Mapping’ tab. Windfall NG will automatically load each box from the first line of your spreadsheet on the left side of this screen.

Map the Fields

On the right side of the panel that appears, select each target value from the dropdown menu as it corresponds to the source value on the left. When all the target values have been selected, click Save Mapping, then click the Next button. The Import tab will now become active.

Once all values have been mapped to the matching fields in Windfall, the ‘Import’ button will activate. Click the button. A confirmation notice will appear stating that the import was successful, and indicating how many articles were imported into Windfall NG.