Product Support

Importing Parts Inventory Files into Manage Online

Parts inventory files can be imported into ALLDATA Manage Online.

This is helpful if your shop has:

  • been tracking your inventory on a spreadsheet.

  • exported your parts inventory from a different shop management system into a spreadsheet.

 

Step 1: Download the Spreadsheet Template

Your parts inventory spreadsheet must be formatted in a way that is compatible with Manage Online. Download the spreadsheet template to copy/add to.

 

  1. Click Setup >> Parts Inventory Import.

  2. Click here.

  3. Click HERE.

  4. Download and save the Parts.zip file that will pop up.

  5. Open the Parts.zip file >> Open the Parts.csv file.

  6. Save the Parts.csv file. 

    • Note: The template file contains three part entries as examples.

 

Step 2: Format Your Spreadsheet

Two options:
  • Copy/paste information from your existing parts inventory spreadsheet into the template spreadsheet that you just saved.

  • Format your existing parts inventory spreadsheet to match the template formatting.

 

Required formatting:​
  1. The following items must be formatted exactly as they are on the template:

    • Column names (even if there is no data for the column)

    • Format of information in each column

      • Note: Only the LineCode and PartNo fields are required. Leave the remaining fields blank if there is no information available.

  1. Line Codes: The Line Code names on the spreadsheet must match the Line Codes that are in Manage Online.

    • All Line Codes must be created in Manage Online before the Parts Inventory Spreadsheet can be uploaded.

    • Show a side-by-side screenshot of them matching.

  2. File name: Save the spreadsheet as a .csv file titled Parts.csv.

  3. File format: Compress the Parts.csv file into a .zip file.

    1. Right-click the Parts.csv file (on the file name or desktop icon) >> click Send to >> click Compressed (zipped folder).

    2. The Parts.zip file has been created.

      • Do not change the name from Parts.zip.

 

Step 3: Upload Your Spreadsheet

  1. Click Setup >> Parts Inventory Import.

  2. Click Import.

  3. Click Browse... >> select the Parts.zip file.

  1. Click Import.

  2. The Parts.zip file will import.   How do I know it worked?

    1. Click View Report to view the time and date the file was uploaded.

    2. Click Account Codes to assign account codes to the imported parts.