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Import Parts

This page explains how to import parts using the spreadsheet import tool under Tools > Imports/Exports (xls). It builds on the part models imported in Import Part Models and shows how to add parts with serial numbers and room assignments.

Import Options

Both parts and part models can be created using the Parts - Create/Update Parts import, whereas the Part Models - Create/Update Part Models import only creates models.

Part models vs parts import optionsPart models vs parts import options

Download Current Data

Go to Tools > Imports/Exports (xls) and download the current data for spare part models. The export includes the part model IDs you need when creating parts — keep this sheet open to reference them when populating the import file.

Download current parts dataDownload current parts data

Current data export spreadsheet

Download Sample File

Next, download the Create or update spare parts sample sheet by going to Tools > Imports/Exports (xls).

Sample downloadSample download

Use the data from the current data export to help populate the parts import.

Parts sample spreadsheet

Populate the Sample Sheet

Add a column for partmodel_id and populate the sample spreadsheet to add new parts to existing part models. Add the serial numbers manually or using a handheld scanner (see the Handheld Scanner section).

For example, this import creates the following:

  • For partmodel_id 211 (name 3.5" 2TB Dell Drives): Four line items with assignments and serial numbers (unique line items are required to track serial numbers)

  • For partmodel_id 219 (name 4GB PC3 8500R): Two line items with assignments (serial numbers are not tracked for these items — only room assignment and count)

Save the file and import it.

Populated parts spreadsheet

Handheld Scanner

You can use a barcode scanner with a USB receiver (like a DBPOWER scanner from Amazon) to capture serial numbers directly into the spreadsheet. The scanner can be programmed to automatically advance to the next row in Excel after each scan, making it quick to capture serial numbers or other barcodes.

Import Results

Go to Tools > Imports/Exports (xls), choose your file, and click Import.

Import results success messageImport results success message

The new parts for partmodel_id 211 appear on separate line items, as unique line items are required to track serial numbers.

Parts list showing imported serial numbered partsParts list showing imported serial numbered parts

The new parts for partmodel_id 219 appear on two lines. Since serial numbers are not being tracked, two lines are sufficient to record the room assignments for these RAM modules.

Parts list showing imported RAM modules by roomParts list showing imported RAM modules by room