TABLE OF CONTENTS
WOS has the ability to import and export CSV files into/from WOS Manager without utilizing the HostAgent.
The Import/Export Records functions are accessible under the Admin -> Import/Export Records menu option. This screen supports normal WOS Manager security features.
The following CSV files can be processed:
- Purchase Orders
To Import a file first click the Export (Headers Only) link to download a CSV file correctly formatted with proper headers that you can fill out then import to avoid processing errors.
Click Import, navigate to the CSV file, enter your email, then click Upload.
If process is successful you'll see this banner upon completion
View all currently stored data under any of these categories by clicking the "Export tab". The Generated CSV Files will be sent to the entered email address.
Click on the link sent via email to download the CSV file which can be opened in Excel.