---
title: "Importing PO Line Items"
slug: "importing-po-line-items"
updated: 2024-01-30T19:54:24Z
published: 2024-01-30T19:54:24Z
canonical: "wiki.cobblestonesoftware.com/importing-po-line-items"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing PO Line Items

### **Importing PO Line Items**

**Purchase Orders: Importing Line Items**

CobbleStone®’s Purchase Order Line Items section allows users with the proper permissions to Bulk Import PO Line Items using a spreadsheet template provided by the CobbleStone® application. Please note that only authorized/licensed users with the proper permissions can perform importing. 1. Navigate to the **Purchase Order Details** screen to which to import the Purchase Order Line Items and scroll down to the **PO Line Items** section.

![Click Import Line Items button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(41).png)

2. Click **Import Line Items** in the PO Line Items section. The **Import PO Line Item Data** screen displays with a drop-down box. Click **PO Line Items** to display a link to download the import template.

![Click PO Line Items to display a link to download the template file](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Import%20PO.png)

3. Before downloading the template, it is a Best Practice Recommendation to go to the **Manage Fields** screen for the **PO Line Items** table to review what types of data each field requires as well as which field(s) are required to be populated. 4. Once the field types and data requirements for the fields on the PO Line Items table have been reviewed, click **click to download this Template file** to download the import spreadsheet. 5. The import template is downloaded as an MS Excel file.

**Note:** Never change or delete a column name in the template**.**

![Excel will open the template file](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/importing-po-line-items-image-2dc18yc8.png)

6. Populate the template with the information to be imported. ![Enter data under each column depending on the Field Type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/importing-po-line-items-image-42hynmfb.png)

**Note:** If the Item Name is already in the Items drop down list, enter the **Item Name** into the **Item** column. If the Item Name is not already in the Items drop down list, enter the Item Name into the **Item New** column.

7. Click **Save As** for the template and navigate to the correct location where the template should be saved and enter a name for the template. ![Click Save As and verify the Save as type is set to CSV (Comma delimited)](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/importing-po-line-items-image-5baz1zjf.png)

8. Before saving the template, be sure that the **Save As Type** drop-down says CSV (Comma Delimited) to save the spreadsheet as a CSV File. Click **Save**. 9. Click **Yes** to confirm the save as a CSV spreadsheet. ![Click Yes to confirm and save the CSV](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/importing-po-line-items-image-eer1k01k.png)

10. Return to the Contract Insight **Import Data** screen for the **PO Line Items** table and click **Choose File**.

![Click Choose File and select our file](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Choose%20File.png)

11. Find and select the file to be imported. Click **Process Data Upload**.

![Click Process Data Upload](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6c.png)