Parts can be imported into your system. Use the excel templates provided below to quickly import parts into your system. Navigate to Management Module > Parts > Importing.


How to use the templates

  1. Click on the green arrow for the import type you wish to use.    



  2. Open the matching template excel file provided below.
  3. Enter the part information into the excel template.

        NOTE:  Columns with a * are required fields  



  4. Copy the rows in your Excel template. Paste the copied information into the matching rows in your system.

  5. Click Import
    • If the import is successful, a success message will appear.

    • If the import is unsuccessful, a message in red will indicate the row number(s) and reason(s) for the unsuccessful import.


            NOTE:  For best results do not import more than 75-150 rows at one time.  


Restrictions

  • Part Import (for Parts not in a Group)
    • Part Type MUST be Inventoried Part, Non-Inventoried Part, or Service Item
    • Pricing Type MUST be Cost-Plus or Market Based 
    • Taxable MUST be Yes or No
    • Material MUST be Other, Sheet Stock, or Roll Stock 
    • Pricing Units, Pricing Template, Income Account, Expense Account, and Units MUST match existing items in the system 
  • Part Import (for Parts in a Group)
    • Part Group Name MUST match an existing group in the system that contains at leat one part
    • Part Type MUST be Inventoried Part, Non-Inventoried Part, or Service Item
    • Material MUST be Other, Sheet Stock, or Roll Stock 
    • Units MUST match existing items in the system 
  • Associate Vendor Import
    • Part Name must match an existing part in the system 
    • Vendor Name must match an existing vendor in the system
    • Connect to Part Base Cost must be Yes or No