Exporting/Importing Work Order Steps

This import/export allows you to import work order steps. Use this import/export to create or update work order step information.

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:
Work Order Number, Step Number, Name, Description, Details, URL, Ready Quantity, Completed Quantity

There must be a header row detailing which columns have been specified so Fishbowl knows which columns were entered. Work Order Number and Name are the only required fields, all others are optional. The Work Order Number 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 Work Order Steps

Column Name Type Description
Work Order Number Text
(30 chars)
The work order number.
Required
Step Number Numeric The step number for the work order instruction.
Name Text
(256 chars)
The name for the instruction step.
Required
Description Text
(256 chars)
The description for the instruction step.
Details Text The details for the instruction step.
URL Text
(256 chars)
The URL for the instruction step.
Ready Quantity Numeric The ready quantity for the instruction step.
Completed Quantity Numeric The completed quantity for the instruction step.

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: