How to import or delete parts in batch?

• PT

• ES

To import parts in batch, follow these steps:

1. Open the import screen, in one of the following ways:

   • In Settings | General | File Imports, in the Import Parts row, click on the Parts template;

   • In the parts list (Parts and Inventory | Parts), select the option Import parts;

2. On the import screen, click on Download file to get the template file;

3. Fill in the downloaded file, according to the rules below;

4. In File to Import, click on Select and choose the filled-in file;

5. Click on Import;

6. View the result in the Summary of imports, displayed on the same screen. If there are no errors or warnings, the summary shows No messages. Otherwise, click on the number of messages to view them.

Fill in the import file

When filling in the file, the following rules apply:

• The PartKey, Description, PartType and BaseUnit fields are required;

• If the PartKey column is not filled in, the row is ignored;

• If the Family field is filled in, the FamilyDescription field must also be filled in;

• If the Warehouse field is filled in, the WarehouseDescription field must also be filled in;

• If the Brand field is filled in, the BrandDescription field must also be filled in;

• If the BrandModel field is filled in, the BrandModelDescription field must also be filled in;

• If the PartSubType field is filled in, the PartSubTypeDescription field must also be filled in;

• If the WarehouseLocation field is filled in, the WarehouseLocationDescription field must also be filled in, so that the warehouse location is created;

• When these fields are filled in, the family, warehouse, brand, model and part subtype are created or, if they already exist, updated;

• To create a part with inventory, the Warehouse field is required;

• The attachment links must be entered in the Attachment1 to Attachment10 columns. Each record can have a maximum of 10 attachments. If this limit is exceeded, the excess attachments are not added. For example, if a part already has 4 attachments, only 6 more are added, even if the file contains 10;

• If the import is repeated, the part attachments are added again, regardless of whether they were added in a previous import;

• Attachments must be stored on Dropbox, Google Drive or another storage service that provides a direct download link;

• The part image must be stored on Dropbox, Google Drive or another storage service that provides a direct download link;

• The MinStock, MaxStock and UnitCost fields must be in the format of the culture selected by the user;

• The file must be of type CSV, with the semicolon (;) as the separator;

• The file must not have more than 2,000 records or 4 MB;

• Each attachment or image takes, on average, about 1.3 seconds to upload. This value may vary with the file size, the internet speed, the storage service and other factors external to Valuekeep.