Exporting/Importing Work Order Steps

This import/export allows you to import work order steps. Use this import/export to create or update work order step information.

Formatting the Data

You must create a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

Each row of data should look like this:
Work Order Number, Step Number, Name, Description, Details, URL, Ready Quantity, Completed Quantity

There must be a header row detailing which columns have been specified so Fishbowl knows which columns were entered. Work Order Number and Name are the only required fields, all others are optional. The Work Order Number column must be the first column listed, but all others may be in any order.

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 Work Order Steps

Column Name	Type	Description
Work Order Number	Text (30 chars)	The work order number. *Required*
Step Number	Numeric	The step number for the work order instruction.
Name	Text (256 chars)	The name for the instruction step. *Required*
Description	Text (256 chars)	The description for the instruction step.
Details	Text	The details for the instruction step.
URL	Text (256 chars)	The URL for the instruction step.
Ready Quantity	Numeric	The ready quantity for the instruction step.
Completed Quantity	Numeric	The completed quantity for the instruction step.

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.
Commas are used to separate fields
Text values are surrounded by double quotes