Importing/Exporting Transfer Orders

This import/export will allow you to export the data of a Transfer Order to a CSV file suitable for being imported as a Transfer Order in another installation of Fishbowl. This allows for easy, more reliable interaction between two companies.

Since we are exporting to make it suitable for import as a transfer order the exported data is expressed in terms of a transfer order. Fishbowl will export information about each Transfer Order and their items. To accomplish the separation of order data from its items, the first field of each line specifies the type of data the line belongs to. For each order the first field is "TO".

The format of the Data

All lines 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 Transfer Order

Field	Type	Description
Flag	Text (2 chars)	The text "TO" which indicated the start of a new TO. *Required*
TONum	Text (15 chars)	The Transfer Order Number (leave blank for auto-numbering).
TOType	Text (40 chars)	The options for Type are: Ship Move Putaway *Required*
Status	Numeric	The 2 options for Status are: 10 - Entered 20 - Issued *Required*
FromLocationGroup	Text (30 chars)	The location group to be transferred from. *Required*
FromAddressName	Text (60 chars)	The name corresponding to the transferred from address *Required*
FromAddressStreet	Text (90 chars)	The transfer from house number and street address *Required*
FromAddressCity	Text (30 chars)	The transfer from city. *Required*
FromAddressState	Text (2 chars)	The transfer from state.
FromAddressZip	Text (10 chars)	The transfer from zip code *Required*
FromAddressCountry	Text (30 chars)	The transfer from country (created if not found).
ToLocationGroup	Text (30 chars)	The location group to be transferred to. *Required*
ToAddressName	Text (60 chars)	The name corresponding to the transfer to address *Required*
ToAddressStreet	Text (90 chars)	The transfer to house number and street address *Required*
ToAddressCity	Text (30 chars)	The transfer to city. *Required*
ToAddressState	Text (2 chars)	The transfer to state.
ToAddressZip	Text (10 chars)	The transfer to zip code *Required*
ToAddressCountry	Text (30 chars)	The transfer to country (created if not found).
OwnerIsFrom	True/False (2 chars)	The 2 options for owner are: TRUE - Owner is "From" FALSE - Owner is "To" *Required*
Issued Date	Text	The issued date to use for this TO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). *Export only, not used in import*
Created Date	Text	The creation date to use for this TO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). *Export only, not used in import*
Completed Date	Text	The completed date to use for this TO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). *Export only, not used in import*
ConfirmedDate	Text	The confirmed Date to use for this TO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005).
FulfillmentDate	Text	The fulfillment date to use for this TO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005).
CarrierName	Text (30 chars)	The name of the Carrier for this TO. *Required*
CarrierService	Text	The name of the Carrier Service for this TO.
Note	Text	Order Notes
CF-	Text (30 chars)	The Transfer Order'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 (4 chars)	The text "Item" which indicates the start of a new item. *Required*
PartNumber	Text (60 chars)	The part number from Fishbowl (case insensitive). *Required*
PartQuantity	Numeric	The quantity for this Part. *Required*
UOM	Text	The unit of measure (UOM) abbreviation for the part that is being brought in. *Required*
FulfillmentDate	Text	The fulfillment date to use for this TO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005).
Note	Text	Item Notes

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