Support • PartBase PRO Manual

Sections
1. Choose database and import file
2. Text file / Excel file preview
3. Map database fields
4. Begin Importing

Choose database and import file

Select the database (Offers, Requirements, Inventory, or Companies) you are going to import to.

In the Import File Type section, select the type of file that is going to be imported.

You will then enter additional import settings depending on the file you are importing to:

Offers and Requirements

Multiple Company Import - Select this option if the file you are importing contains data from more than one company. There must be a field in the import file that contains the company code or name. This field will be imported. If this option is selected the only other setting available is Import Date.

Import Date - This defaults to today's date. This is the date that will appear as the part entry date. If the file you are importing contains a part date field that you will import, this date will be ignored.

Import from Company - When importing a file from one company, you must enter a  Company Code to import. You can enter this code three ways:
1. by using the "Import from Company" drop down list,
2. by clicking "Lookup Company" and searching and selecting the company,
3. or just by typing in the company code in the "Company Code" field.

Delete old import from this company - Select this option if you want previous imports from this company deleted.

Inventory

You must have the Inventory Module to be able to import inventory.

Import OEM excess or Availabilities into inventory - Select this option if you want to import availabilities into the inventory database. You will be able to code the parts as availabilities and store the OEM's company code. When you select his option, you get the following additional settings:

Import from Company - You must enter the Company Code of the OEM/company to import. You can enter this code three ways:
1. by using the "Import from Company" drop down list,
2. by clicking "Lookup Company" and searching and selecting the company,
3. or just by typing in the company code in the "Company Code" field.

Code to import into CODE field - To mark this as an availability, you can enter a code in this field. This will appear in the Code field. You can also use this field as a filter in the Inventory Report and Exporting Inventory.

Delete old import from this company - Select this option if you want previous imports from this company deleted.

Import Date - This defaults to today's date. This is the date that will appear as the part entry date. If the file you are importing contains a part date field that you will import, this date will be ignored.

Companies

There are no additional settings when importing companies.

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