Importing/Exporting Part Information

Format the Data

This update allows you the opportunity 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. 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:

CSV Fields Used to Update Parts

Column Name Type Description
PartNumber Text The Part Number.
Required
PartDescription Text
(252 chars) 		A longer description for the part.
Required
PartDetails Text Other details about the part.
UOM Text The unit of measurement the part is stored in. It must match (including case) an existing UOM abbreviation (not the name) in Fishbowl. This is used for creating new parts only, it cannot be updated through the import.
Required
UPC Text The Part's UPC Code.
PartType Text The part's type according to the following mapping:
  • Inventory
    Regular part kept in inventory.
  • Service
    Service part, can be bought and sold, not stocked.
  • Labor
    Labor - can only be added to BOM/WO
  • Overhead
    Overhead - can only be added to BOM/WO
  • Non-Inventory
    Part not stocked, can be bought, can be sold. (Grocery Guys)
  • Internal Use
    Office supplies, etc. Not stocked, can be bought, not sold.
  • Capital Equipment
    Equipment that depreciates, not stocked, not sold.
  • Shipping
    A shipping charge.

Required
Active Text Whether the part is active (true) or inactive (false).
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.
Length Text The length of the part.
SizeUOM Text The size UOM of the part.
ConsumptionRate Numeric The consumption rate of the part.
AlertNote Text The alert note of the part.
PictureUrl Text Contains a URL reference to the picture to be uploaded to the part. The URL reference must begin with "file://", followed by either "localhost" or the IP address of the computer where the picture is stored, followed by the file path.
Example: file://localhost/C:/Users/Pictures/Saved Pictures/image.jpg
Revision Text The revision field of the part.
POItemType Text The default PO Item Type. Can be Purchase, Credit Return, or Out Sourced.
Required
DefaultOutsourcedReturnItem Text The default outsourced return item for a part with an out sourced po item type.
PrimaryTracking Text The Primary Tracking type of the part. This corresponds to the name of a tracking type.
Tracks- Text Indicates if the part is tracking this type of tracking information. The name of this column is Tracks- followed by the name of the part tracking type. There is one Tracks- column for each type of tracking that the part can track.
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.
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.

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: