Step by step
- Save your list as CSV, with the column names in the first row.
- Go to Parts & vans › Parts & services and press Upload from file at the top right.
- Choose the file and press Upload. You see "… added, … updated by SKU."
Columns
name (required), sku, kind (part or consumable), unit (each, pack, box, hour, mile, km, visit), sell_price, manufacturer_part_number, compatible_models, category, manufacturer.
Rows whose SKU already exists update that item; new SKUs (or rows without a SKU) are added. Nothing is deleted. Services must be added with the form.
Errors
The whole file is refused if a row has a problem, with the row number: "name is empty", "kind must be part or consumable (add services in the form)", "unit … is not valid", "price … is not a number". Also "The file contains the same SKU more than once." and "The file must be smaller than 1 MB." Up to 2,000 rows are read.
Tips
- Give every row a SKU: then you can re-upload the same list later to update prices without making duplicates.
Works together with
- Parts & services (price list)Your catalogue of parts, toners and services with selling prices, used on jobs, quotes and invoices.
- Add a part or serviceAdd a part, consumable or service to the catalogue with its price, so it can be picked on jobs, quotes and invoices.
- Import from a spreadsheetImport customers, machines and the rest from Excel or CSV, checked before anything is saved. See Move your data in for every kind of record.