You can import or update existing data from a CSV, or generate a template that is ready to import using your Metrc or Leaflink Data!
This article includes
Importing data to a new Distru account
Generate a template
Map the columns to Distru Fields
How to fix rows with errors
Updating existing data in your Distru account
Export your data
Modify the data
Importing the modified data
Importing data to a new Distru account
Congratulations on your new account! You can expedite getting your data into Distru by using our CSV Import tool.
Step 1: Navigate to the Main Menu > Settings > Import Data
💡 Pro Tip: Start with your Companies!
For any Products or Contacts that are related to a Company other than your own, the Company will need to exist before you attempt to import.
Step 2: Click Import on the object you would like to import
Step 3: Drag-and-drop or select your CSV that you would like to import
You can import data from almost any CSV you have, but if you don't already have a CSV, use the buttons below the upload field to generate a blank template that you can fill in...Or generate one that is already filled with your data from Metrc or Leaflink! 🎉
If you generate a CSV from Metrc or Leaflink, feel free to make changes before you upload, or just drag it right into the upload field to get started! (You can always update it after using this tool, see below this section Updating existing data in your Distru Account)
Step 4: Map the CSV columns to Distru Fields
We'll auto-select the Distru fields that have an exact match to the column name, however you can tell the importer where you want each column on the CSV to relate to.
If there's any columns on the CSV that you decide you don't want to import, select the "Do Not Import" option in the dropdown, or click the checkbox at the top to exclude all unmapped columns
Once each CSV column is either mapped or ignored, you can begin the import!
Step 5: Fix any errors that get rejected
When you submit the import, we'll import every row on the CSV that does not have an error (An error would include something like missing data in a required column, or having letters in a numerical column).
For the rows that DO have an error, you'll see a CSV automatically get downloaded from your browser. Open this CSV and you'll see a column named "Errors".
Inside of the Errors column, it displays the reason that each row failed to import. Simply correct the errors for each row, save the CSV and upload it just like you did with the original CSV. The column names will be updated on this copy so that they will auto-match at the mapping stage, so you don't have to do the mapping again💥 Continue this process until there are no more errors!
Updating existing data in your Distru account
Updating your data is now possible through the importer! 🎉 The only difference from the workflow above, is that you need to include a "Distru ID" for each record so that the importer knows which record to update even if you change the name.
Step 1: Export the data you wish to update
Navigate to the Main Menu > Settings > Export Data to export any of the 3 objects Companies, Products, or Contacts.
However to export only specific records, for example if you wanted to update all of your products under the pre-roll category, you would
Navigate to the Products Table (Main Menu > Inventory > Products)
Filter the table to show only Category = Pre-Roll
Click the checkbox to select all products on the table
Click the 3-dot kebab menu and select CSV Export
Step 2: Make your changes to the CSV
Open the exported CSV and make all the changes you would like!
🛑 IMPORTANT: DO NOT MAKE ANY CHANGES TO THE DISTRU ID COLUMN!
🛑 IMPORTANT: BLANK CELLS WILL NOT ERASE EXISTING DATA IF SUBMITTING AN UPDATE TO AN EXISTING RECORD!
💡 Pro Tip: In order to erase existing data put "##" in the field.
Once you made your changes, save the CSV
Step 3: Upload the modified CSV and follow steps 1-5 on Importing a CSV above! Easy!
The way the logic works is
If the row has a Distru ID, look for an existing record and update it
If the row does not have a Distru ID, create a new record
💡 Pro Tip: With that logic, you can actually update existing records and create new ones in the same import!