Importing/Exporting Part and Product Renaming

Format the Data

This update allows you the opportunity to do a mass update of Part and Product numbers. You must 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 part or product numbers. Each row must have the Part Number field (case sensitive) which corresponds to the Part Number field used within Fishbowl, or the Product Number field (case sensitive) which corresponds to the Product Number field within Fishbowl. This is used to find the Part/Product to update. 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.

All fields will be of one 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 Update Part and Product Numbers.

Column Name	Type	Description
OldPartNum	Text	The part number. Required
NewPartNum	Text	The new part number.
PartActive	Text	Whether the part is active (true) or inactive (false).
OldProductNum	Text	The product number. Required
NewProductNum	Text	The new product number.
ProductActive	Text	Whether the product is active (true) or inactive (false).

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.
Each part to be imported is on its own line
Commas are used to separate fields
Text values are surrounded by double quotes