Releases

New Item and Assembly Component Import Tool

New Item and Assembly Component Import Tool

1 October 2020

Please note, this release is for users of New Tidy only. If you do not have New Tidy and want to learn more, please read How to Get New Tidy.  

We have released a new way of importing material items and assembly components into Tidy. This is with New Tidy’s import tool.  

Using New Tidy’s import tool will save time and reduce errors when you import items or assembly components. Update existing items or import new items with ease, enabling you to further increase the efficiency of your business processes. 

 

Importing Items 

New Tidy’s import tool allows you to easily upload file containing the items you want to import, then match the columns with the corresponding field in Tidy.  

If the column header matches the Tidy field, Tidy will automatically match the information. For columns not matching, you can easily match them manually or choose to ignore the columns.  

To learn more about how to import items, please read 

https://intercom.help/tidy/en/articles/4484533-new-tidy-how-to-import-items-into-tidy

 

Importing Assemblies 

New Tidy’s import tool also allows you to import assembly components.  

Easily match assembly components to the related Tidy fields. Ian assembly item does not exist in your Tidy account, you can create a new assembly item from the imported components.

Once the assembly components have been matched, click Import and the information will be available in your Tidy account.

Using New Tidy’s import functionality enables you to save time on the manual processes in your business and allocate more time to the important tasks.  

To learn more about how to import assembly components into New Tidy, please read 

https://intercom.help/tidy/en/articles/4490942-new-tidy-how-to-import-assembly-components-into-tidy