Importing Catalog Items Into RepairQ

Note: this article covers features only available in RepairQ 1.18 or greater

 

Catalog Items can be added and updated in RepairQ with an import file. Accepted file formats are: .xlsx (Excel), .csv (comma separated values), and .txt (tab separated values). For the best experience, we recommend using .xlsx files.

 

Importing Catalog Items

1. On the top Navigation Bar of RepairQ, click on "Settings" then click "View Catalog."

 

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2. Next, click on the Options button near the top right of the Catalog Overview page, then select "Import."This will expand additional options at the bottom of the catalog list.

 

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3. Under the "Import Catalog Items" section, there are two available options when importing catalog items:

 

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  • Catalog Import Template - By default, this will download an Excel file with the current list view of your catalog items, ready for changes and re-import. We recommend filtering your catalog to more precise results to reduce wait time during export and import.
  • Blank Catalog Import Template - This will download a blank Excel file with column names, ready for changes and re-import.

4. When you are ready to upload your import into RepairQ, click "Choose File" and select your file from the File Explorer. Next, click the "Import" button. RepairQ will begin processing your import file. 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, based on the amount of information being uploaded. Please be patient and do not navigate away from the page.

 

Import Rules

New Catalog Items

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

 

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 (You can separate multiple 'supplier:sku' pairs with commas in between, but no space. e.g. Formatting must be: 'SupplierName:SKU,SupplierName:SKU').
  • SKU (must be unique, system-wide)
  • Name (must be unique, system-wide)
  • Friendly Name (Name as it will be shown on receipts)
  • Short Name (Name as it will show on your Item Grid when selecting items)
  • Categories (Using the format: Smartphones>Apple>iPhone 8.  Can have multiple categories if separated by a comma. Category must be spelled exactly as it is in RepairQ)
  • Search Keys (Additional searchable values for the item. Formatting must be 'searchkey1,searchkey2,searchkey3' format.)
  • 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 (You will be notified when a stock level falls BELOW this amount.)
  • Reorder Amount
  • Price
  • Advertised Price
  • Is Advertised Price
  • Price Including Tax
  • 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)
  • Allow Cost Override
  • Allow Supplier Override
  • Note
  • Bin

 

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:

  • SKU
  • Supplier SKUs
  • Name

EXAMPLE: If you are trying to update an item name, be sure to have the matching SKU input for that item so an update will be made to the name instead of a new item created.

Imports cannot delete a value that has already been assigned. The value can only be updated to a new value when importing.

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