Importing/Exporting Memo Data

Formatting the Data

This import gives you the ability to do a mass import of memo information. 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 Carrier Company Customer Manufacture Order Part Product Pick Purchase Order RMA Sales Order Transfer Order Vendor User User Group *Required*
RecordData	Text Option	The specific record for the specified module. Valid options are: Bill of Materials Number Carrier Name Company Name Customer Name Manufacture Order Number Part Number Product Number Pick Number Purchase Order Number RMA Number Sales Order Number Transfer Order Number Vendor Name Username User Group Name *Required*
Memo	Text	The memo information. *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.