Importing/Exporting Customer Part Numbers

This allows you to do a mass update of all your customer part numbers. If the part number is new to the customer then it will be added. If the part number already exists then it will be updated. This is especially useful if you need to inactive or modify a large number of customer parts. First export the customer part number information, open the file in a spreadsheet program to make the changes, and then import the file back into Fishbowl.

Format of the data

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. When the customer part data is exported it will be formatted according to the table below. If you are importing, the data file must be formatted according to the table below. All fields will be of the following type:

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 Customer Parts.

Column Name	Type	Description
ProductNumber	Text (70 chars)	The name of the product you are adding the customer part number to. *Required*
Customer	Text (41 chars)	The name of the customer you are adding the customer part number to. *Required*
CustomerPartNumber	Text	The name of the customer's part. *Required*
CustomerPartLastPrice	Numeric	The customer's last price for the product. *Optional*

The file must contain column names in the first row, using the column names in the table above.