# Step 4 - Importing Data

_By Brandon Munn · Sep 27, 2024_

Please note, **Import** will only work if you have already configured your **Settings.**

Certain existing information can be imported into BrewMan. To do so, go to **Administration → Import** then click **New Data Import** at the bottom right.

## **Upload File**

Select the **Data Type** , choosing from:

-   **Auto Assembled Products**
    
-   **Leads**
    
-   **Materials**
    
-   **Orders**
    
-   **Outlet Contacts**
    
-   **Outlet Group Contacts**
    
-   **Outlet Groups**
    
-   **Outlets**
    
-   **Products**
    
-   **Tasks**
    
-   **Suppliers/Manufacturers**
    

You must import or setup your **Suppliers** and **Manufacturers** before your **Products** and **Materials** as they are required fields to upload that data.

To import **Materials,** you will need **Stock Groups** and **Units of Measure** set up. You may also need to use the **Alcohol Type** from the following:

-   Beer
    
-   Irish Whiskey
    
-   None
    
-   Scotch Whisky
    
-   Sparkling Cider / Perry
    
-   Sparkling Wine
    
-   Spirits
    
-   Still Cider / Perry
    
-   Still Wine
    

To import **Products,** you will also need to have set up your **Product Brands** in the system. A **Product Brand** groups together **Products** for reporting and labelling. These would commonly represent a liquid that is sold in different packaging formats. You will also need to use the **Alcohol Types** listed above.

Go to **Stock** → **Product Brands** , click **Create Product Brand** and fill in the required information.

Click **Download Example File** to view the field names that match those in BrewMan. You can fill in this sheet with your existing data and upload it.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/ce8208cf5e0624b2045586cc79a18c8c.png)

Click **Next Step** in the bottom right when the file has been selected.

## **Map Fields**

-   Select the data format used in the file you are importing.
    
-   Ensure that the column headings match up to the fields. You can select the correct column heading in the file using the dropdown lists.
    

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/6a1586575824dff25aa8d0e94215dc9f.png)

Once the fields have been mapped, click **Next Step** in the bottom right.

## **Review**

If there are any errors in the file, such as name clashes or setting clashes, BrewMan will highlight these. Before you can import the data, these errors will need to be resolved and the file uploaded again. Once all errors have been resolved, click **Import** in the bottom right.

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/step-4-importing-data)