Importing/Exporting Memo Data

Formatting the Data

This import gives you the ability to do a mass import of memo information. 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.

All fields will be text types:

CSV Fields Used to import Custom Field data

Column Name Type Description
ModuleName Text Option The name of the object that the custom field will be associated to. Valid options are:
  • Bill of Materials
  • Carrier
  • Company
  • Customer
  • Manufacture Order
  • Part
  • Product
  • Pick
  • Purchase Order
  • RMA
  • Sales Order
  • Transfer Order
  • Vendor
  • User
  • User Group

Required
RecordData Text Option The specific record for the specified module. Valid options are:
  • Bill of Materials Number
  • Carrier Name
  • Company Name
  • Customer Name
  • Manufacture Order Number
  • Part Number
  • Product Number
  • Pick Number
  • Purchase Order Number
  • RMA Number
  • Sales Order Number
  • Transfer Order Number
  • Vendor Name
  • Username
  • User Group Name

Required
Memo Text The memo information.
Required

Creating a 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.