First, log in to your Cervelle account
-
Start the Cervelle software
-
Enter your Email and Password
-
Click Login
On the main page
-
Click on the “Reports” button.
On the Reports Manager page
-
Expand where it says “ATF Reports”
-
Then click on “ATF Report”
On the ATF Bound Book Dashboard page
-
Click “Export” in the file menu
-
Then choose “Export LIVE Bound Book – IN STORE ONLY to CSV Test File”
Close the popups
Cervell will begin building the report
-
This process could take a while
When the building process is done the Save As dialogue will open
-
Choose Desktop from the left menu
-
In the File name field, add “.csv” to the end of the file name
-
Click the Save button
Depending on your browser, another dialogue may open up confirming the file was downloaded
-
Go to your Desktop folder
Send us your file for conversion
You can send us your .csv file through the chat. In the chat, click the paper clip icon, select your file from the folder where you saved it, and send it to us. Alternatively, if you have your download folder open, you can drag and drop the file into the chat.
FastBound will not and cannot modify your data. Any missing info will need to be corrected by you after we send your converted file back to you.
We will run your .csv file through our conversion tool and send it back to you as a .xlsx file.
The converted file may be missing information. You will need to add this missing information to import your file into FastBound. This missing information may include some or all of the following.
-
Acquire Type – This allows you to filter your Bound Book into smaller Bound Books. For more information, please visit our help page.
-
Contacts – The acquired from contacts may all be listed in the same field. FastBound has three types of Contacts: FFLs, Organizations, and Non-Licensees. These must be entered correctly.
-
Expired or Invalid FFL Information – Our conversion tool will attempt to retrieve the FFL information and expiration dates from your file. If our tool cannot do that, you will need to update your file with the missing information.
You can also add details to your import file before importing your items into FastBound. These are all optional.
-
Location
-
Cost
-
Price
-
MPN
-
UPC
-
SKU
-
Condition
-
BarrelLength
-
OverallLength
-
ExternalId
-
Note
-
CountryOfManufacture (Required for type 08 and 11 FFL’s)
Save your .xlsx file as a .csv and import it into FastBound
-
Save your .xlsx file.
-
Then save your .xlsx file as a .csv file. (DO NOT OPEN the .csv file)
-
Close Excel, do not save if it asks. (Excel shouldn’t ask if you did these steps in order)
-
Log in to FastBound and select your account.
-
Go to Settings > Import and upload your .csv file.
If your file imports successfully, you will not receive any warning or error messages and will be taken to the Item Search page, where you can verify that they all imported.
Screenshots and instructions are provided under fair use for informational/teaching purposes only and have not been specifically authorized by the copyright holder.