Importing/Exporting Vendor Cost Rules

Format of the Data

This import allows you the opportunity to do a mass import of vendor cost rules. This document also describes the format for how data is exported. Exporting and then Importing into a new database is not guaranteed to result in the same entries due to how addresses are stored in the first database.
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 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 - 1234.56 is a valid number, while 1,234.56 is not.

CSV Fields Used to import Customers or Vendors

Column Name	Type	Description
VendorName	Text (41 chars)	The name of the Vendor the rule is tied to. Your vendor must already be in the Fishbowl Database. This must be the first column. *Required*
PartNum	Text (70 chars)	The vendor part number or the fishbowl part number the rule is tied to. Your part must already be in the system. *Required*
VendorCostRuleName	Text (252 chars)	The name of the rule. This rule must be unique for the vendor and part it is being applied to. *Required*
Description	Text (252 chars)	A long description of the costing rule.
Qty	Numeric	Quantity Break Point that applies the rule. *Default: 0*
UOM	Text (10 chars)	The unit of measurement for your costing rule. The rule will be stored in the parts unit of measure but will update your quantity based on the UOM set here. *Default: 'ea'.*
UnitCost	Numeric	The cost per unit. *Default: 0*
TotalCost	Numeric	The total cost. If your unit cost is blank the total cost will update your unit cost.

The VendorName column must be the first column. If you don't include a header row of the column names and you want to include other values, then the all of the other columns must be in the same order as described above.

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.

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