Importing Parts Inventory Files into Manage Online
Parts inventory files can be imported into ALLDATA Manage Online.
This is helpful if your shop has:
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been tracking your inventory on a spreadsheet.
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exported your parts inventory from a different shop management system into a spreadsheet.
Step 1: Download the Spreadsheet Template
Your parts inventory spreadsheet must be formatted in a way that is compatible with Manage Online. Download the spreadsheet template to copy/add to.
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Click Setup >> Parts Inventory Import.
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Click here.
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Click HERE.
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Download and save the Parts.zip file that will pop up.
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Open the Parts.zip file >> Open the Parts.csv file.
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Save the Parts.csv file.
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Note: The template file contains three part entries as examples.
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Step 2: Format Your Spreadsheet
Two options:
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Copy/paste information from your existing parts inventory spreadsheet into the template spreadsheet that you just saved.
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Format your existing parts inventory spreadsheet to match the template formatting.
Required formatting:
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The following items must be formatted exactly as they are on the template:
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Column names (even if there is no data for the column)
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Format of information in each column
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Note: Only the LineCode and PartNo fields are required. Leave the remaining fields blank if there is no information available.
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Line Codes: The Line Code names on the spreadsheet must match the Line Codes that are in Manage Online.
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All Line Codes must be created in Manage Online before the Parts Inventory Spreadsheet can be uploaded.
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For instructions, see Settings - Line Codes.
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Show a side-by-side screenshot of them matching.
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File name: Save the spreadsheet as a .csv file titled Parts.csv.
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File format: Compress the Parts.csv file into a .zip file.
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Right-click the Parts.csv file (on the file name or desktop icon) >> click Send to >> click Compressed (zipped folder).
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The Parts.zip file has been created.
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Do not change the name from Parts.zip.
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Step 3: Upload Your Spreadsheet
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Click Setup >> Parts Inventory Import.
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Click Import.
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Click Browse... >> select the Parts.zip file.
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Click Import.
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The Parts.zip file will import. How do I know it worked?
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Click View Report to view the time and date the file was uploaded.
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Click Account Codes to assign account codes to the imported parts.
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