How To: Import Catalog Items

Note: this article covers features only available in RepairQ 1.8 or greater

You can add new catalog items or update existing catalog items in RepairQ with an import file. Import file formats accepted are .xlsx (Excel), .csv (comma separated values) and .txt (tab separated values). For the best experience we recommend using .xlsx files.

To get started, click on "Catalog" under the Settings drop-down on the top navbar.

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Next, scroll to the bottom of the page and click on the "Import" button.

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Then click the "Catalog Import Template" button to download an Excel file with your catalog items, ready for changes and re-import.

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The template file will include all of the catalog items filtered into the current view along with all of the columns available for import. The list of importable fields will change over time as RepairQ evolves. The list is currently as follows:

  • Item Type (must match an existing Item Type name)
  • Manufacturer (must match an existing Manufacturer name)
  • UPC
  • Supplier SKUs (separate multiple supplier:sku pairs with commas in between, but no space. Formatting must be SupplierName:SKU,SupplierName:SKU) 
  • SKU (unique system-wide)
  • Name (unique system-wide)
  • Search Keys (additional searchable values for the item Formatting must be searchkey1,searchkey2,searchkey3)
  • Repairable (1 or Y for active, all other values are treated as deactivated/terminated)
  • Inventoried (1 or Y for active, all other values are treated as deactivated/terminated)
  • Serialized (1 or Y for active, all other values are treated as deactivated/terminated)
  • Reorder Point
  • Reorder Amount
  • Price
  • Cost
  • Restocking Fee
  • Default Qty/Hours
  • Active (1 in this box denotes an active item. If you wish you hide any items from view or from showing up in a ticket, change it to a 0 and it will be treated as deactivated/terminated)
  • Note
  • Bin

Import Rules

Columns are matched on the header name, so you must have the correct header names (as provided in the template) to successfully import the column values. The order of the columns does not matter. Any unrecognized column headers will be ignored. Only the values you wish to add or update need to be present in the import file.

Updating Existing Catalog Items

If a record in your import file matches a record in RepairQ, the existing record will be updated with the data from your spreadsheet. Matches are made on the following fields, in this order:

  1. SKU
  2. Supplier SKUs
  3. Name

Adding New Catalog Items

If no matches are found for a record in your import file, RepairQ will create a new catalog item record from the import row. The following fields are required to create a new staff record in RepairQ:

  • Item Type (must match an existing Item Type name)
  • Manufacturer (must match an existing Manufacturer name)
  • Name
  • Active (1 or yes, 0 or blank for no)

Import Feedback

When you are ready to upload your import, select your file in the import input and click the "Import" button. RepairQ will process your import file and when finished you will be redirected to an import feedback page. This page will inform you of the success or failure of each row in your import file.

Note: Some imports may take time to process. Please be patient and do not navigate away from the page.

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