Exporting Inventory Quantities
Importing Add Inventory

Use this import to add inventory quantities (this import performs the same function as "Add Inventory" in the Fishbowl Client). If you would prefer to modify existing inventory quantities rather than adding new inventory refer to the "Cycle Count Data" 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, UOM, Cost, 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, Qty, and Cost 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 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 for the new inventory. A location that is not in the user's default location group must be prefixed with the location group. I.E. "Main-Stock 100".
Required
Qty Numeric The updated quantity to be put in inventory.
Required
UOM Text The base unit of measurement for the part.
Cost Numeric
(10 chars)
The cost of one of these parts, based on the UOM provided.
Required
QbClass Text The QuickBooks class for the adjustment.
Import only, not used in the export.
Date Text The date that the add inventory occurred.
Import only, not used in the export.
Note Text A note to go with the add inventory.
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: