Data Import

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Icon.Data Import.png The Data Import module, located in the Integrations group, is an add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that allows files to be imported, even if the column headers don't match the Fishbowl format. This allows many external files to be imported into Fishbowl without modification, including .IIF files from Intuit.

Data Import.png

Install

The documentation on this page is for the most recent version of the Small.Data Import.png Data Import plugin. To get the most recent version, Update Fishbowl.

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Data Import.png Data Import plugin and click Install.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Data Import.png Data Import module from any Fishbowl Client by opening the Integrations group.
  6. To grant access to additional users, assign the Data Import-Full Rights access right to the appropriate groups in the Small.User Group.png User Group module

Import

  1. Open the Small.Data Import.png Data Import module, located in the Integrations group.
  2. Select an import from the list and then click Select a File.
  3. Column headers in the file that match the Fishbowl format exactly will be automatically selected.
    Auto headers.png
  4. Column headers that don't match can be selected from the drop down.
    Manual headers.png
  5. Click the Import Data button at the bottom to complete the import.

Instructions for each individual import can be found by clicking the File menu in the Fishbowl Client and selecting Import. Instructions can also be found here.

Module buttons

The Import Data Button.png Import button will be added to many modules (Inventory, Part, Product, Vendor, Customer, Sales Order, Carrier, User, User Group, etc.) Clicking the Import Data Button.png Import button from one of these modules will open an import dialog with the correct import already selected.

Troubleshooting

  • The import tool does not support files with multiple rows of header data.
  • We recommend using the "Sales Order Data" import and "Purchase Order Data" import due to the limitation with multiple header rows.
  • Supported file types include .csv, .xls, .xlsx, and .iif from Intuit

Release Notes

2020.2.XX - 02/20/2020- Fishbowl 2020.2
  • Renamed the plugin to Data Import
  • Updated icons
  • Addded support for QB IIF file types
1.0 - 4/13/2017 - Fishbowl 2017.3
  • Compatible with Fishbowl version 2017.3 and higher