Importing/Exporting Kit Items

Formatting the Data

Before importing your data from a CSV format, you need to be sure it is formatted properly. This is easiest to do with a spreadsheet program. This document also describes the format for how data is exported.

Fishbowl needs information for each Kit Product and its items. To accomplish the separation of Product from KitItem the first field of each line specifies what it is. For each product there must be a line whose first field is "Product". All of this product's items must follow this line, and each lines first field must be "KitItem". All other 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 with up to four digits after the decimal point. The number must not have thousands' separators in it or dollar signs - 1234.56 is a valid number, while $1,234.56 is not.

Fields Describing the Product to Import

Field	Type	Description
Flag	Text	The text "Product" which indicates the start of a new Product. *Required*
ProductNumber	Text (70 chars)	The Product/Kit Number. *Required*
Description	Text (252 chars)	A longer description of the product/kit. *Required*
Details	Text (No limit)	A longer description for the product/kit.
Price	Numeric	The default price of the product/kit.
SKU	Text (15 chars)	The product/kit SKU value.
UPC	Text (15 chars)	The product/kit UPC value.
Active	Text	Whether the product is active (true) or inactive (false).
Taxable	Text	Whether the product is taxable (true) or not (false).
Income Account	Text	The income account to assign to this product.
PictureURL	Text	Import Only: Contains a URL reference to the picture to be used for the product.
ShowOnSOComboBox	Text	Whether the product is shown (true) or not shown (false) in the SO Product List.
SpecifyKitPrice	Text	Whether the price is determined by the price specified in this file (true) or by the sum of the individual kit items (false).
AddKitAsGroup	Text	Whether the kit will be added to a sales order as a group (true) or as individual line items (false).
DisplayType	Numeric	How are the kit items displayed on a sales order? 10 - Show All 20 - Only Show Header
QuickBooksClassName	Text (30 chars)	The name of the QuickBooks class for the product/kit.
CF-	Text (30 chars)	The product/kit'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 product's custom fields.

Fields Describing the Item to Import

Field	Type	Description
Flag	Text	The text "KitItem" which indicates the start of a new item. *Required*
ProductNumber	Text (70 chars)	The product number of the product to add as a kit item. Required if the KitItemTypeID below is Standard or Variable.
Quantity	Numeric	The quantity of this Product in the kit. *Required*
UOM	Text	The unit of measure (UOM) abbreviation of the quantity of products in the kit. *Required*
Note	Text (No limit)	A note associated with this kit item.
SOItemTypeID	Numeric	Determines how this kit item is added to a sales order. Valid types are: 10 - Sale 12 - Drop Ship 20 - Credit Return *Required*
KitItemTypeID	Text	The type of kit item this is, according to the following: 10 - Standard 20 - Optional 30 - Variable 40 - Variable-Optional 50 - Discount 60 - Tax Rate
Description	Text (256 chars)	The description of this kit item.
MinQty	Numeric	The minimum quantity that must be added.
MaxQty	Numeric	The maximum quantity that can be added.
QtyPriceAdjustment	Numeric	The amount to add for every quantity above the default quantity.
SortOrder	Numeric	The line number this shows up on in the Kit.
OptionalProductNumber	Text	The product number of an optional product.
DefaultFlag	Text	"true" if this option is the default option. "false" otherwise.
PriceAdjustment	Numeric	Amount to adjust the over-all price if this option is selected.
TaxRateName	Text	The name of the tax rate if the kit item type is a tax rate.
DiscountName	Text	The name of the discount if the kit item type is a discount.

Creating a CSV file

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:

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