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Replace many product records (CSV file method)

To replace many product records at the same time, a practice manager can import a CSV file. Each row of the CSV file has a product record and the product record that replaces it. As a result, it is not necessary to replace each product record independently.

  • Make sure that your user account has the Administration > Product > Replace/Merge Products permission
  • Make sure that your user account has the Administration > Product > Importer permission
  • Make sure that each replacing product record is active
  • Make sure that each replaced product record is active and is not replaced or merged
Note: If a central site controls the product records, do this procedure at the central site.
To replace many product records, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Integration.
    The Integration setting in the settings list
  3. Select Record Import/Export.
    The Record Import/Export setting
    Trouble: If ezyVet does not show the Record Import/Export command, make sure that your user account has the Administration > Product > Importer permission.
  4. Select Products.
  5. In the Replace Products section, select Download CSV Template.
    Your browser downloads a CSV file that has two columns, Product Code and Replacing Product Code.
  6. In each row of the CSV file, enter the code of the product record to replace in the Product Code column.
  7. In each row, enter the code of the replacing product record in the Replacing Product Code column.
    Note: A CSV file can have a maximum of 1,000 rows. Do not put the same product code in the Product Code column two times. Do not put one product code in the Product Code column and in the Replacing Product Code column.
  8. Save the CSV file.
  9. In the Replace Products section, select Import CSV.
  10. Find and select the CSV file.
  11. Select Update records.
    ezyVet shows a summary of the import.
    If a row has a problem, ezyVet does not replace the product record in that row. ezyVet replaces the product records in the other rows. The summary tells you which rows have a problem. Then:
    1. Make the necessary corrections to the CSV file
    2. Do steps 9 thru 11 again but select the corrected CSV file
ezyVet deactivates each replaced product record. ezyVet changes the configuration that uses each replaced product record so that it uses the replacing product record. The Replace Products section shows a summary of the last import. After a large import, ezyVet calculates the Standard of Care plans automatically.