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Exporting Frames Inventory Data from your EHR system
Exporting Frames Inventory Data from your EHR system
Updated over 4 years ago

You can get set up quickly with Purple Go by exporting your inventory from your current EHR system and sending us the CSV.

Here's are some steps to follow to export your inventory.

RevolutionEHR

From Reports tab:

  1. Go to Inventory

  2. Go to Inventory

  3. Select Category “Eyeglass Frames”

  4. Click “Search”

  5. Click “Export” on the bottom

MyVisionExpress

  1. Go to FILE > Inventory > Frames

  2. Once your frames list is populated, right-click the list, and select "Save As"

  3. The "Save File as" window will appear

  4. Give the frames list a name and click the Save button

MyVisionExpress Online Help: MyVisionExpress Help

OfficeMate

For instructions on how to export an inventory report in CSV, refer to the OfficeMate User's Guide: Create Custom Inventory Report

  • Under Manufaturer: select All Manufacturer

  • Under Product Types : select "Frames" and "Plano Glasses"

  • Under Reports Column : select all Product ID, select all Valuation Info, select "Quantity" Ordering Info, select all Other Columns

Once you have the CSV file you can send it to your customer representative.

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