Purpose: Add and update the main parts list via a CSV upload. Maintaining the part details is equally important as there are changes over time.
Please note:
- File must be prepared correctly to meet the system requirements, refer to the related guide: Parts and prices: Preparing your parts list and supplier prices
- Must check the correct columns are matched with the correct input type when uploading
- Maximum 5,000 rows (individual parts) per spreadsheet
Related guides:
Parts: Preparing your parts list and supplier prices
Parts
1. Profile icon> Settings > Parts > Advanced > Import your parts list
2. Check 'This csv file has a title in the first row' if the file has column headers > click 'Upload CSV to add/update your parts list'
3. Match the columns with the correct input type under 'Column' > search or selected for the dropdown option. Input types will auto-match if the exact column heading was used > Save
4. Notification to confirm the file is in progress > Close > The import may take a few minutes to a few hours depending on the size of the file. You will receive a notification in the top right of Commusoft if the file has failed or been successfully imported.
Successful import
1. View notification 'Import success' > check your data within System settings > Parts and prices
2. Mark notification as completed
Failed import
1. View notification 'Import requires attention' > download file 'Import status.xls' > open file
2. File will list all related errors > resolved all errors in the import file > re-import file following the same steps
2. Mark notification as completed
In the below example, we see a failed parts import notification and what area failed to import. This import failed due to the tax values not being entered into the Commusoft system at the time of import.
Attached files