Titan > Setting Up New Records

What product is this article for? 

YesGDSN Connect 

This article describes how to setup new records in Titan that were added directly into GDSN Connect.  This process requires download multiple files from GDSN Connect that align with several import templates used in Titan. To finish the setup process, there is a separate report to manually add the missing weight values for the Units of Measure.

NOTE: Titan uses the "Identifier" field to match to an existing item when importing the file. The Identifier appears in GDSN Connect as the "District Item ID" or "District Menu ID". If a record does not have an Identifier value (because it was added directly in GDSN Connect), then a new Identifier will be automatically created by GDSN Connect and added to the record in Titan in Step 1. Do not change that Identifier value in Titan, otherwise it won't match in GDSN Connect.

Step 1: Download the files from GDSN Connect

Download the following four files from the Data Export page in GDSN Connect.

Item Inventory

This generates a CSV file in the format of Titan's "Item Inventory" import template. This will add/update inventoried and purchased items in Titan, and add any new units of measure to existing records.

Item w/ Ingredients

This generates a CSV file in the format of Titan's "Item w/Ingredient" import template. This will add/update the nutrient and allergen information in Titan.

Ingredient Units of Measure

This generates a CSV file in the format of Titan's "Ingredients Unit of Measure" import template. This will add new Serving Size Units of Measure to any existing Ingredients.

Unit of Measure Weights

This generates an Excel file that shows the Units of Measure with their weights for all the new items so that you can update the Units of Measure manually in Titan.

Step 2: Import "Item Inventory" File in Titan

This will create a new item and set it up as an Inventoried and Purchased item, as well as create the Base Unit of Measure and Preferred Unit of Measure.

Step 3: Import "Item w/ Ingredient" File in Titan

This will add the base weight, nutrients, and allergens for the items setup in Step 2, and it will also configure those items as Ingredients. 

Step 4: Import "Ingredients Unit of Measure" File in Titan

This will add any new Units of Measure for the Ingredients setup in Step 3, which will typically be just the Serving units of measure, and it will include the weight.  It will NOT update the Preferred or Base Units of Measure that were setup in Step 2.

NOTE:  It is normal to see lots of error messages saying that the units of measure could not be updated because they already existed.

Step 5: Update Preferred and Base Weights Manually using "Unit of Measure Weights" Report

You will use this report to add the missing Weights for the Preferred and Base Units of Measure created in Step 2. You may also want to add or update other Serving Units of Measure as desired. 

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