How to import parts?

How to import parts?

The parts can be inserted from individual records or through batch records by importing .csv files.

To load batch parts, select the option Settings | General | File Import or using the parts list ( Parts and Inventory | Parts ) by selecting the option Import parts.

After the import screen is displayed:
  1. Select the option Import Parts;
  2. Download the template file to be loaded, on the upper part of the screen and fill in the file;
  3. Later, you must fill in the file according to the rules:
    1. The fields PartKey, Description, PartType and BaseUnit must be defined.
    2. If the field PartKey is not filled in, the row will be ignored.
    3. If the fields Family and FamilyDescription are defined, the family will be created if it doesn't exist, or it will be updated, if it exists. The same occurs with the fields warehouse, brand, model and part subtype, having the fields Warehouse and WarehouseDescription, Brand and BrandDescription, BrandModel and BrandModelDescription, PartSubType and PartSubTypeDescription, respectively, as reference.
    4. If the field Family is filled in, you must also fill in the field FamilyDescription, to create or update the family successfully.
    5. If the field Warehouse is filled in, you must also fill in the field WarehouseDescription, to create or update the warehouse successfully.
    6. If the field Brand is filled in, you must also fill in the field BrandDescription, to create or update the brand successfully.
    7. If the field BrandModel is filled in, you must also fill in the field BrandModelDescription, to create or update the model successfully.
    8. If the field PartSubType is filled in, you must also fill in the field PartSubTypeDescription, to create or update the part subtype successfully.
    9. If you wish to create a part with inventory, you must fill in the warehouse field.
    10. When the import is finished, the import date will be presented, and it might (or not) contain messages with import details. If an import occurs without errors/warnings, no information on the import details will be presented. If there are errors/warnings, you can see the errors by clicking on the number of messages.
    11. The links of the files on the columns Attachment1, Attachment2…Attachment10 must be added. Each record has a limit of 10 attachments, and if that value is updated, the attachments are not added. For example: the part already has 4 attachments, only 6 more attachments will be added, even if the file contains 10.
    12. If you reimport the file, the parts attachments will be added, regardless of having been added in another import.
    13. The attachments must be stored on the Dropbox, on GoogleDrive or on another storage service that provides a direct download link.
    14. The part image must be stored on the Dropbox, on GoogleDrive or on another storage service that provides a direct download link.
    15. The format of the fields MinStock, MaxStock and UnitCost must be on the format of the culture selected by the user.
When filling in the file, you must consider the following fields:
​i. The file must always be of the CSV type and the separator character must be ; (semicolon);
ii. Each file cannot have more than 2000 records or 4 Mb.
iii. Each file cannot have more than 7500 attachments or 4 Mb.
iv. The average upload time for images and attachments is 1,3 seconds, however, this time can vary with the file size, the internet speed, the storage service and other factors external to Valuekeep.
You must not remove or add columns to the downloaded template



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