Parts Import Guide

IMPORTANT: The best place to find information about Data Imports in Fleetio is the Data Import Overview article. This resource includes step-by-step instructions, training videos and guidance for how to prepare your import data file.

This guide provides an overview of the file requirements and supported values for importing Parts.

Parts Import Template

We recommend using the Parts Import Template. Go to your Company drop-down menu and choose Import Data then click Import Templates > Part Template

NOTE: If you are using a spreadsheet generated from another system, modifications to the file type and data may be needed to ensure proper format and data mapping.

Data Requirements

Columns not marked as Required may be left as blank cells in the import file and skipped during the mapping process.

Columns & Values

Column Required? Notes
id No This is a system generated field and should be left blank when adding new parts to Fleetio. Only include this value if you are Updating Data via Import File.
number Yes Each part number must be unique
part_category_name No Existing part category names must be matched exactly. If part category does not already exist, a NEW part category will be created in your settings.
part_manufacturer_name No Existing manufacturer names must be matched exactly. If manufacturer name does not already exist, the new manufacturer name will be created in your Parts Manufacturer settings. 
manufacturer_part_number No
description No
upc No Each UPC must be unique.
unit_cost No Do not include currency symbols.
measurement_unit_name
and
measurement_unit_symbol
No (Name Example: Each, Gallons, Pounds)
(Symbol Example: ea, gal, lb)

These two values are paired in Fleetio. If "measurement_unit_symbol" does not already exist, a paired "measurement_unit_name" must accompany it to have the new pair created in Fleetio. If either is not present in your imported row, both will be ignored for that row.

If "measurement_unit_symbol" is already present in the system, it will be used to look up an existing measurement unit. For "measurement_unit_symbol" values already present in Fleetio, a paired "measurement_unit_name" is not required.
* Parts Custom Fields No Custom Fields can be setup under Settings > Custom Fields. Any Custom Fields with the "Parts" record type will also be available to import data into.

Parts Custom Fields

Custom Fields can be created for Parts records in your Account Settings. Any Custom Fields with the Parts record type will also be available for import.

TIP: Learn more in the Custom Fields article.

Parts Import Process

For detailed step-by-step instructions, refer to the Data Import Overview article.

Parts Data Update

Fleetio supports the option for existing Part records to be updated via the import process.

TIP: Learn more in the Updating Data via Import File article.

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