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