Difference between revisions of "Imports and Exports"
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Importing and Exporting become effortless when used in connection with the Schedule Module. With the Schedule Module, you can set up imports or exports to run automatically. These tasks can be set to run as frequently as every few seconds or as far apart as several years. More information on Scheduling can be found in the Setup Module Group, [[
Importing and Exporting become effortless when used in connection with the Schedule Module. With the Schedule Module, you can set up imports or exports to run automatically. These tasks can be set to run as frequently as every few seconds or as far apart as several years. More information on Scheduling can be found in the Setup Module Group, [[Schedule|Schedule Module]].
Revision as of 16:41, 18 April 2011
The most efficient way to import data into Fishbowl Inventory is through Comma Separated Values (CSV) files. When importing data through a CSV file, it is important to remember that each spreadsheet must be formatted exactly as the Fishbowl instructions specify. This guide will help to successfully create and import these files.
Tips on Creating a CSV Import
The first three methods utilize a CSV (comma separated values) file, the most common import and export format for spreadsheets and databases. CSV files allow you to mass import information into Fishbowl Inventory from spreadsheets. Bar-code readers can also be programmed to export this type of file.
All major spreadsheet programs can export data into a CSV format. If you do not know how to save your spreadsheet to a CSV file, please refer to the documentation of your spreadsheet program.
When preparing your CSV spreadsheet for import into Fishbowl Inventory, there are several things to keep in mind.
- The data must be formatted correctly for Fishbowl to recognize it.
- Each file must contain column names in the first row and all column names are case sensitive.
- Each item, vendor, customer etc… must have their own row.
The CSV file is saved to a text file and from the information it provides, will automatically set up the appropriate fields in Fishbowl.
At the start of each import, Fishbowl provides a table with the information and fields it will require. We recommend exporting a blank CSV file to use as a template to import the data correctly into Fishbowl. You can do this by choosing File | Export | and then an Export Type. Although this is an export, the column headers will be in the correct format for importing back into Fishbowl.
Below is an example of the correct CSV format for the Part Cost import
Suggested Order of CSV Imports
Below is our suggested order of importing (or manually entering) data into Fishbowl:
Customer Group Relations
Part, Product, and Vendor Pricing*
Bill of Materials*
Product Tree Categories
Note: Not all data may be relevant to every company.
*These items may be imported from QuickBooks via the Accounting Configuration Wizard.
List of Available CSV Imports/Exports
Fishbowl has a large variety of Imports that allow you to take information from other sources outside of Fishbowl and convert them into Fishbowl's datatables. For example, you could update a vendors part list, transfer orders from an online shopping cart, or add a list of new customers and their information. The import feature allows you to make this changes with speed and accuracy.
Importing and Exporting become effortless when used in connection with the Schedule Module. With the Schedule Module, you can set up imports or exports to run automatically. These tasks can be set to run as frequently as every few seconds or as far apart as several years. More information on Scheduling can be found in the Setup Module Group, Schedule Module.
List of Available Fishbowl Imports/Exports
|Add Inventory||This Import adds inventory quantities (performing 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.|
|Associated Pricing||This Import/Export allows you to update an associated pricing information that is tied to your products.|
|Associated Pricing Type||This Import/Export allows you to update the different associated pricing types in Fishbowl.|
|Bill Of Materials||This Import/Export allows you to create or update bill of materials information relating to parts.|
|Carriers||This Import/Export allows you to import, create, or update Carriers. Delivery and Will Call are read only and cannot be modified.|
|Custom Field Lists||This Import/Export allows you to do a mass import of Custom Field lists.|
|Custom Fields||This Import/Export allows you to import in custom fields under any module.|
|Customer Group Relations||This Import/Export allows you to add customers to Customer Groups.|
|Customers||This Import/Export allows you to create new customers or export existing customer information. This import will not update an existing address unless you are creating a new address type for the customer.|
|Cycle Count Data||This Import/Export allows you to update the quantity of existing inventory in the system. The export will provide such information as tag, location, qty, committed amount, part number, etc. for your inventory. |
|Default Locations||This Import/Export allows you to import in default locations for part numbers. |
|Discount Import||This Import/Export allows you to quickly import discounts and can help get you up and running in Fishbowl if you have these values already available in a spreadsheet. It will be necessary to restart your Fishbowl Client in order to see discounts updated/created via an import.|
||This Import allows for information to be brought in from Doba.|
|Generic Shopping Cart
||This Import allows information to be imported from a Generic shopping cart.|
|Inventory Move||This import allows you to move inventory from one location to another location.|
|Inventory Quantities||This Import/Export will allow you to import initial inventory for a part. |
|Kit Items||This Import/Export allows you to import in Kit Products and its items into Fishbowl.|
|Locations||This Import/Export allows you to import in new locations and/or location groups. |
|MIVA Shopping Cart||This Import allows order information to be brought into Fishbowl from a MIVA shopping cart.|
|OS Commerce Shopping Cart||This Import allows order information to be brought into Fishbowl from an OS Commerce shopping cart.|
|Packing Data||This allows you to Import in sales orders that have been packed. The SO needs to already exist in Fishbowl.|
|Part||This Import will bring in Part information.|
|Part Cost||This Import/Export allows an update of cost for parts.|
|Part, Product, and Vendor Pricing||This Import/Export allows a mass update of part, product, and some vendor information|
|Part Standard Cost||This Import/Export allows an update of standard cost for parts. |
|Parts Units of Measure||This Import/Export allows an update of a Parts Unit of Measure|
|Payment Data Import||This Import will create new payments in Fishbowl. You could also Exporta file with your payment information. Note: The "Reference" field will not export so credit card numbers are not compromised.|
|Payment Terms||This Import/Export allows the creation or update of Payment Terms.|
|Picking Data||This Import will bring in batched data about picking.|
|Pricing Rules||This Import/Export will bring Pricing information into Fishbowl per product, product tree, or all products.|
|Product Tree||This Import/Export will create new product tree information. Existing entries will not be updated.|
|Product Tree Categories||This Import/Export will allow you to create or edit new Product Tree Categories. |
|Purchase Order||This Import/Export will create purchase orders that are in the Issued or Bid Request status. |
|Purchase Order as a Sales Order||This Export will allow you to export a Purchase Order that is suitable to import in as a Sales Order.|
|Purchase Order Line Items||This Export will allow you to export the data of a Purchase Order to a CSV file suitable to import in as line items onto another system.|
|Receiving Data||This Import/Export allows you to do a mass receive of Purchase Order data|
|Reorder Levels||This Import/Export allows you to create or update reorder levels for parts. |
|Sales Order||This Import/Export will create sales orders that are in the Estimate or Issued status. |
|Shipping Data||This Import will update So's to a shipped status. All of the carrier and shipping information will want to be correct in Fishbowl before this import is ever completed. Warning: you cannot void a shipped order.|
|Tag Information||This Export will provide tag information for specific part numbers. It will also specify if a part is serialized or not.|
|Tax Rates||This Import/Export allows you to update your tax rates.|
|True Commerce||This Export allows you to export a True Commerce 856SOPI Advanced Shipping Notice (ASN) file that can be imported into Integrator.|
|Unit of Measure Conversions||This Import/Export will allow unit of measure conversions to be created or updated in Fishbowl.|
|Units of Measure||This Import/Export allows you to create units of measure. Read-only UOM's cannot be updated through this import.|
|Users||The import allows you the opportunity to do a mass import of users, while Exporting provides a way for you to share your User information with other applications which can read the data.|
|Vendors||This Import/Export allows you to create new vendors. This import will not update an existing address unless you are creating a new address type for the vendor.|
|Vendor Cost Rules||This import allows you the opportunity to do a mass import of vendor cost rules.|
|Vendor Pricing||This Import/Export will update part costs for specific vendors. The part number will already need to be set up under a specific vendors in order to update the cost for that part.|
|Yahoo Shopping Cart||This Import allows you to import orders directly from a Yahoo Shopping Cart. |
Steps to Import a CSV File
Each import into Fishbowl follows this same pattern.
- Choose File from the menu bar at the top left of your Fishbowl client screen. Scroll down to the import option and select it from the drop down menu.
- The Import Wizard will now appear. Scroll through the imports and highlight the Import Type you wish to import and click Next.
- The Preparation Instructions for the specific import selected will appear on the screen. We strongly recommend reading through these instructions carefully so you will be able to correctly format your csv files to import into Fishbowl.
- After reading through and/or printing the instructions page, the Import Wizard will ask you to browse to the csv file you wish to import. You may type the path or use the browse button to locate your file. Once the file has been chosen, select Next.
- The Final screen will now appear. You may want to check the total number of entries specified to see if they match up with the amount on your csv import. Then click Finish.
- If your data has been successfully imported, you will receive an Import Successful message.
- If an error happens to occur, a screen will pop up explaining which row and what the problem is. After you have resolved the issue on your import and saved your import file, you may go back and try the import again into Fishbowl.
Note: There is not a specified number of items that can be imported into Fishbowl per csv file. The amount that can be imported before the system times out depends largely on the computer setup you are working on. If your import appears to be hanging for longer than 20-30 minutes and the computer does not appear to be busy, it is likely the import timed out. In this situation you will want to cut your import into smaller sections and try re-importing them in.