Exporting/Importing Cycle Count Data

This import allows you to import cycle counting data to record changes in inventory. Use this import to modify current inventory quantities (this import performs the same function as "Cycle" in the Fishbowl Client). If you would prefer to add inventory without adjusting current stock levels refer to the "Add Inventory" import.

Cycle counting uses the current part cost to make adjustments. If you do not yet have costs for your parts you should use the "Add Inventory" import which lets you specify costs.

This type of cycle count is often referred to as a "floor-to-record" cycle count because you are counting items on the "floor" and then updating "records" in Fishbowl. Cycle count data can be collected manually or using a barcode scanning device, then imported using this file.

Note: When removing inventory with tracking, leave the tracking column data in the import. When removing inventory with serial numbers, remove those serial numbers from the import.

Formatting 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.

Each row of data should look like this:
PartNumber, PartDescription, Location, Qty, QtyCommitted, UOM, Tracking-Expiration Date, Tracking-Lot Number, Tracking-Revision Level. Any additional tracking fields would follow the Tracking-Tracking name format.

There must be a header row detailing which columns have been specified so Fishbowl knows which columns were entered. Part Number, Location, and Qty are the only required fields unless tracking is present on the part, then the tracking value must be entered. If tracking is not applicable for a part the field can be left blank. The PartNumber column must be the first column listed, but all others may be in any order.

All fields will be one of two types:

CSV Fields Used to Import/Export Cycle Count Inventory Quantities

Column Name Type Description
PartNumber Text
(70 chars)
The part number to update.
Required
PartDescription Text
(252 chars)
The description for the part.
Export only, not used in the import.
Location Text The Location where the inventory will be adjusted. If you have Location Group tracking on and need to specify a location with a specific location group, prefix the Location name with the Location Group separating them with a "-" (dash). I.E. "Main-Stock 100".
Required
Qty Numeric The updated quantity to be put in inventory.
Required
QtyCommitted Numeric The amount of inventory that is committed within the current location.
Export only, not used in the import.
UOM Text The base unit of measurement for the part.
Export only, not used in the import. Part must be counted in the base UOM only.
Date Text The date that the cycle count occurred.
Import only, not used in the export.
Note Text A note to go with the cycle count.
Import only, not used in the export.
Customer Text A customer to go with the cycle count.
Import only, not used in the export.
(See Description) Text The tracking information for the part. The name of the column is the name of the part tracking item prefixed by "Tracking-". (i.e. Tracking-Lot Number)
If the part is not tracked by a particular tracking type the field can be left empty.

If a part tracks serial numbers, then each serial number must be on their own line immediately following its parent line above. If a part tracks more than one type of serial number then you will need a serial number header immediately following its parent line. This header contains the names of the tracking items separated by commas. Then each serial number set must be on their own line following the header.

Format of the 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: