Importing Custom Field Data

Formatting the Data

This import gives you the ability to do a mass import of Custom Field data information. Make sure that if the Custom Fields use any Custom Lists that the Custom List import is done first. 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.

All fields will be text 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

CSV Fields Used to import Custom Field data

Column Name	Type	Description
ModuleName	Text Option	The name of the object that the custom field will be associated to. Valid options are: Bill of Materials Company Customer Manufacture Order Location Part Pick Product Purchase Order Purchase Order Line Item RMA Sales Order Sales Order Line Item Ship Transfer Order User Vendor Work Order *Required*
FieldName	Text (41 chars)	The name of the Custom Field to be created or modified. *Required*
RecordData	Text Option	The specific record for the specified module. Valid options are: Bill of Materials Number Company Name Customer Name Manufacture Order Number Location Group Name \| Location Name (LA\|Stock) Part Number Pick Number Product Number Purchase Order Number Purchase Order Number \| Line Number (50056\|1) RMA Number Sales Order Number Sales Order Number \| Line Number (50056\|1) Ship Number Transfer Order Number Username Vendor Name Work Order Number *Required*
Data	Text	The data value for the custom field. *Required*

Creating a 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.