Note: this article covers features only available in RepairQ 1.8 or greater
You can add new catalog item location overrides or update existing catalog item location overrides 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, navigate to your Catalog under the Settings options of your navbar.
Next, scroll to the bottom of the page and click on the "Import" button.
Then click the "Download Location Overrides" button to download an Excel file with your catalog items, ready for changes and re-import.
The file will include all of the location overrides for 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:
- Catalog Item
- Reorder Amount
- Reorder Point
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 Location Overrides
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 for the catalog item on the following fields, in this order:
- Vendor SKU
Once a catalog item is matched, a lookup is performed for location overrides to update using the matched catalog item and the location from your import file. Locations are matched using the location "Short 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:
- Catalog Item
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.