How To: Import Catalog Location Overrides

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.

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Next, filter your catalog to only show the items you wish to update or modify, using filters and keywords found on the top of the page.

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Once you have chosen any filters you would like to use and have applied those filters, select the Action menu to the right side of the page (next to the plus-shaped Add icon). This will give you a list of actions, including the Import action. Go ahead and select that.

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After selecting Import, scroll down to the bottom of the page to find import options.

If you want to CREATE NEW location overrides, click the "Download Location Overrides With Defaults" button to download an Excel file with your current catalog items with the company default pricing and ROA/ROP entered, ready for changes.

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If you want to UPDATE your existing location overrides, click the "Download Location Overrides" button to download an Excel file with your current catalog item location overrides, ready for changes.

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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:

  • Hide Item (0 for "no", 1 for "yes")
  • Location
  • Catalog Item
  • Reorder Point
  • Reorder Amount
  • Bin
  • Price
  • Advertised Price
  • Is Price Advertised (0 for "no", 1 for "yes")
  • Price Including Tax
  • Cost
  • Friendly Name
  • Note
  • Search Keys

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 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:

  1. Name
  2. SKU
  3. UPC
  4. 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."

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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1 Comments

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    Josh Muir

    Is there an easy way to restore defaults for bulk items?

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