If you have a set list that you want to use in Case, then you can enter it into a sets CSV file, and then import the CSV file into your sets table in the admin, settings area.
Case provides a template file that you can use as a guide to create your own set list to import into your Case platform that can be downloaded here or downloaded at the bottom of this article.
Steps:
Login as an admin, and go to Settings.
Click on Sets.
Click the Upload button, and then select or drop your set CSV file.
Click Upload to begin the bulk upload and wait for the process to complete.
Description of the sets CSV file
Review the following considerations for the sets CSV file:
The template does not support column headers. You can use the Sets CSV template to help you to create your CSV file.All columns are required and must be present, the values cannot be blank. If data is missing, then you receive an error when you import your CSV file.
Every set must have a defined Set number, Container size. All uploaded data is case sensitive. The capitalization on the CSV file will match how the data appears throughout the platform!
Column | Description |
Set number (Set ID) | A unique set number which typically uses an ID type format |
Container size | A numeric number to define how many containers are used for shipment |
When you import set data, your CSV file must be in UTF-8 format. Most spreadsheet applications can save CSV files in UTF-8 format (Comma Delimited) (*.CSV) with the Save As or Export command, depending on the program.