CSV TEST

PART, PRODUCT AND VENDOR PRICING INFORMATION

USE THIS IMPORT TO UPDATE PART AND PRODUCT INFORMATION, AND VENDOR PRICING. 

This Import is to update mass information in relation to a Part. In this PPVP Import/Export you can update and add Parts, Prodcuts, Vendor Prices and more (listed below in column options.)

Formatting the Data

Fishbowl can update several pieces of information for each part. Each row must have the PartNumber field (case sensitive) which corresponds to the part number field used within Fishbowl. This is used to find the part to update. If no part with that number exists, a new part will be created with a default type of 'Inventory'. If there is an error on any line of the update file, the entire update will fail allowing you to easily fix the problem and rerun the update.

The CSV file may have more or less columns in it than the ones listed below. All extra fields will be ignored. Only required fields need to be included.

All fields will be one of two types:

  • Text - A textual value. May contain any character, but if it contains a line break, comma or double quote, it must be wrapped with double quotes on both ends. If a field is wrapped, all text must be inside the double quotes. Double quotes in the text value must be doubled to import properly
  • Numeric - A decimal number greater than or equal to zero.

CSV Fields Used to Import/Export Inventory Quantities

Column Name

Type

Description

PartNumber

Text
(70 chars)

The part number to update.
Required

PartDescription

Text
(252 chars)

The description for the part.
Export only, not used in the import.

Location

Text

The location for the new inventory. A location that is not in the user's default location group must be prefixed with the location group. I.E. "Main-Stock 100".
Required

Qty

Numeric

The updated quantity to be put in inventory.
Required

UOM

Text

The base unit of measurement for the part.
Export only, not used in the import. Part must be added in the base UOM only.

Cost

Numeric
(10 chars)

The cost of one of these parts.
Required

Date

Text

The date that the add inventory occurred.
Import only, not used in the export.

Note

Text

A note to go with the add inventory.
Import only, not used in the export.

(See Description)

Text

The tracking information for the part. The name of the column is the name of the part tracking item prefixed by "Tracking-". (i.e. Tracking-Lot Number)
If the part is not tracked by a particular tracking type the field can be left empty.

If a part tracks serial numbers, then each serial number must be on their own line immediately following its parent line above. If a part tracks more than one type of serial number then you will need a serial number header immediately following its parent line. This header contains the names of the tracking items separated by commas. Then each serial number set must be on their own line following the header.

Format of the CSV file

In order to import your data, you must first export it to a comma separated values (CSV) text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.

When exporting to CSV format, make sure to verify the following:

  • The data is formatted properly (see the first section)
  • The file must contain column names in the first row, using the column names in the table above (case sensitive).
  • Commas are used to separate fields
  • Text values are surrounded by double quotes