This update allows you to do a mass update of information relating to a part. You have to have the CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.
Fishbowl can update several pieces of information for each part. Each row must have the PartNumber field 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:
| Column Name | Type | Description |
| PartNumber | Text (70 chars) |
A short 'code' used to lookup the part. Required |
| PartDescription | Text (252 chars) |
A longer description for the part. |
| PartDetails | Text (no limit) | A longer description for the part. |
| UOM | Text (10 chars) |
The unit of measurement the part is stored in. It must match
an existing UOM abbreviation (not the name) in
Fishbowl. Default: 'ea' (each). |
| UPC | Text (31 chars) |
The part's UPC code. |
| PartTypeID | Text | The part's type ID according to the following mapping:
|
| Active | Text | Whether the part is active (true) or inactive (false). |
| StdCost | Numeric | The amount in the part's standard cost field. |
| Tracks- | Text | Indicates if the part is tracking the tracking information. The name of this column is Tracks- followed by the name of the part tracking item. There is one tracks column for each type of tracking that the part tracks. Required if tracking has been turned on for the part. |
| Next Value- | Text | The next value to be tracked. Any Serial number or Text type tracking can be automatically increased. Every time a new tracking value is needed, the final group of numbers will be increased by one. For example, BB2001-99PRO will be incremented to BB2001-100PRO. Any Date type tracking can be automatically set for a specified number of days in the future. For example, if the next value for an expiration date is set to 30, the expiration will be set 30 days from today. The name of this column is Next Value- followed by the name of the part tracking type. There is one Next Value- column for each Track- column with the same tracking type. |
| AssetAccount | Text | The inventory asset account of the part. For non-inventory parts it will map to the Expense Account. |
| COGSAccount | Text | The cost of goods sold account of the part. |
| AdjustmentAccount | Text | The adjustment account of the part, for inventory parts. For shipping parts this will map to the shipping accrual account |
| ScrapAccount | Text | The scrapped account of the part. Inventory parts only. |
| VarianceAccount | Text | The cost variance account of the part. Used only with standard costing for inventory parts. |
| ABCCode | Text | The ABC code of the part. |
| Weight | Text | The weight of the part. |
| WeightUOM | Text | The weight UOM of the part. |
| Width | Text | The width of the part. |
| Height | Text | The height of the part. |
| Len | Text | The length of the part. |
| SizeUOM | Text | The size UOM of the part. |
| ConsumptionRate | Numeric | The consumption rate of the part. |
| PartURL | Text | The url for the part. |
| PartRevision | Text | The revision for the part. |
| CF- | Text (30 chars) |
The part's custom field value. The name of this column is CF- followed by the name of the custom field. There is one custom field column for each of the part's custom fields. |
| ProductNumber | Text (70 chars) |
A short 'code' used to lookup the product. Required to update any of the product fields below. |
| ProductDescription | Text (252 chars) |
A longer description of the product. |
| ProductDetails | Text (no limit) | A longer description for the product. |
| Price | Numeric | The price to sell the product for. Zero is an acceptable price. |
| ProductSKU | Text (31 chars) |
The product's SKU value. |
| ProductUPC | Text (31 chars) |
The product's UPC value. |
| ProductActive | Text | Whether the product is active (true) or inactive (false). |
| ProductTaxable | Text | Whether the product is taxable (true) or not (false). |
| ProductSOItemTypeID | Numeric | The product's default sales order item type ID value. It must be one of the following:
|
| IncomeAccount | Text | The income account of the product. |
| ProductWeight | Text | The weight of the product. |
| ProductWeightUOM | Text | The weight UOM of the product. |
| ProductWidth | Text | The width of the product. |
| ProductHeight | Text | The height of the product. |
| ProductLen | Text | The length of the product. |
| ProductSizeUOM | Text | The size UOM of the product. |
| Vendor | Text (41 chars) (30 chars) |
The name of the vendor providing the given pricing. Required if VendorPartNumber and/or Cost is to be updated. |
| DefaultVendor | Text | Whether this vendor is the default for this part (true) or not (false). Be careful not to set more than one vendor as the default vendor for a part. |
| VendorPartNumber | Text (70 chars) (30 chars) |
The part number the vendor uses to refer to this part. |
| Cost | Numeric | The cost of the part from the specified vendor. Zero is an acceptable price. |
| VendorUOM | Text (10 chars) |
The unit of measurement to use for the cost of the part. It must match
an existing UOM abbreviation (not the name) in
Fishbowl. Default: 'ea' (each). |
| CFP- | Text (30 chars) |
The product's custom field value. The name of this column is CFP- followed by the name of the custom field. There is one custom field column for each of the product's custom fields. |
In order to import your data, you must first export it to a 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: