Updating Part, Product and Vendor Pricing Information

Formatting the Data

This update allows you the opportunity to do a mass update of information relating to a Part. You have to 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 pieces of information for each Part. Each row must have the PartNumber field which corresponds to the Part Number field used within Fishbowl. This is used to find the Part to update. If no Part with that number exists, a new Part will be created with a default type of 'Inventory'. 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.

The CSV file may have more or less columns in it than the ones listed below. All extra fields will be ignored. Only required fields need to be included.

All fields will be one of two types:

CSV Fields Used to Update Parts

Column Name Type Description
PartNumber Text
(70 chars)
A short 'code' used to lookup the part. If this is left blank, the line will be skipped.
Required
PartDescription Text
(252 chars)
The description for the part.
PartDetails Text (no limit) A longer description for the part.
UOM Text
(10 chars)
The unit of measurement to use for the cost of the part. It must match (including case) an existing UOM abbreviation (not the name) in Fishbowl. This is used for creating new parts only, it cannot be updated through the import.
Default: 'ea' (each).
UPC Text (31 chars) The Part's UPC Code.
PartTypeID Numeric The part's TypeID value. It must be one of the following:
  • INVENTORY = 10
    Regular part kept in inventory.
  • SERVICE = 20
    Service part, can be bought and sold, not stocked.
  • LABOR = 21
    Labor - can only be added to BOM/WO
  • OVERHEAD = 22
    Overhead - can only be added to BOM/WO
  • NON_INVENTORY = 30
    Part not stocked, can be bought, can be sold.
  • INTERNAL_USE = 40
    Office supplies, etc. Not stocked, can be bought, not sold.
  • CAPITAL = 50
    Equipment that depreciates, not stocked, not sold.
  • SHIPPING = 60
    A Shipping charge.
Active Text Whether the part is active (true) or inactive (false).
StdCost Numeric The amount to go into the part's standard cost field.
Tracks- Text Indicates if the part is tracking the tracking information. The name of this column is Tracks- followed by the name of the part tracking item. There is one tracks column for each type of tracking that the part tracks.
AssetAccount Text The inventory asset account to use for the part. For non-inventory parts it will map to the Expense Account.
COGSAccount Text The cost of goods sold account to use for the part.
AdjustmentAccount Text The adjustment account of the part, for Inventory parts. For Shipping parts this will be the Shipping Accrual Account for the part
ScrapAccount Text The scrapped account of the part. Inventory parts only.
VarianceAccount Text The cost variance account of the part. Used only with Standard costing for Inventory parts.
ABCCode Text The ABC code to use for the part.
Weight Text The weight of the part.
WeightUOM Text The weight UOM of the part.
Width Text The width of the part.
Height Text The height of the part.
Len Text The length of the part.
SizeUOM Text The size UOM of the part.
PartURL Text The url for the part.
PartRevision Text The revision for the part.
PartPictureURL Text Import Only: Contains a URL reference to the picture to be uploaded to the part. The URL reference must begin with "file://", followed by either "localhost" or the IP address of the computer where the picture is stored, followed by the file path.
Example: file://localhost/C:/Users/Pictures/Saved Pictures/image.jpg
CF- Text
(30 chars)
The part's custom field value. The name of this column is CF- followed by the name of the custom field. There is one custom field column for each of the part's custom fields.
ProductNumber Text
(70 chars)
A short 'code' used to lookup the product.
Required to update any of the product fields below. (I.E. Required if Price and/or ProductDescription is to be updated.)
If there is no default product currently set, the first product for each part in the import will be marked as the default product.
ProductDescription Text
(252 chars)
A longer description of the product. The part's description will be used if this is left unset.
ProductDetails Text (no limit) A longer description for the product. The part's details will be used if this is left unset.
Price Numeric The Price to sell the Product for. Zero is an acceptable price.
ProductSKU Text
(31 chars)
The product's SKU value.
ProductUPC Text
(31 chars)
The product's UPC value.
ProductActive Text Whether the product is active (true) or inactive (false).
ProductTaxable Text Whether the product is taxable (true) or not (false).
ProductSOItemTypeID Numeric The product's default sales order item type ID value. It must be one of the following:
  • Sale = 10
  • Drop Ship = 12
  • Credit Return = 20
IncomeAccount Text The income account to assign to this product.
ProductWeight Text The weight of the product.
ProductWeightUOM Text The weight UOM of the product.
ProductWidth Text The width of the product.
ProductHeight Text The height of the product.
ProductLen Text The length of the product.
ProductSizeUOM Text The size UOM of the product.
ProductPictureURL Text Import Only: Contains a URL reference to the picture to be uploaded to the part. The URL reference must begin with "file://", followed by either "localhost" or the IP address of the computer where the picture is stored, followed by the file path.
Example: file://localhost/C:/Users/Pictures/Saved Pictures/image.jpg
Vendor Text (41 chars)
(30 chars)
The name of the vendor providing the given pricing.
Required if VendorPartNumber and/or Cost is to be updated.
DefaultVendor Text Whether this Vendor is the Default for this Part (true) or not (false).
VendorPartNumber Text (70 chars)
(30 chars)
The Part number the Vendor uses to refer to this part.
Cost Numeric The cost of the part from the specified vendor. Zero is an acceptable price.
VendorUOM Text
(10 chars)
The unit of measurement to use for the cost of the part. It must match (including case) an existing UOM abbreviation (not the name) in Fishbowl.
Default: 'ea' (each).
CFP- Text
(30 chars)
The product's custom field value. The name of this column is CFP- followed by the name of the custom field. There is one custom field column for each of the product's custom fields.

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: