How to Import Warehouses into PartsManager

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

This article will walk you through how to import your Warehouses into PartsManager, formerly known as PartsLedger.

Note: Importing in PartsManager requires an Account Admin user role.

 

How to Input Warehouse Information into the Warehouses Template

  1. Download the Warehouse Template .csv file
  2. Input your Warehouse Information into the relevant fields.
    • The Warehouse Import Template has 8 field columns. The table below will define the required field names in each column:
  3. After filling out the template, save it as a .csv file type.
Field Name Description
name Name of the Warehouse
address.line1 Street name, number, or P.O Box of Warehouse
address.line2 Suite or P.O box of Warehouse
address.city City where Warehouse is located
address.state State where Warehouse is located
address.zip Zip code where Warehouse is located
address.country Country where Warehouse is located
location.id

Will always be the number 1

Note: If you do have multiple locations in your PartsManager account, you will use that location id as found in your PartsManager account

 

Importing Warehouses into PartsManager

  1. In PartsManager, on the Nav Bar, click Admin
  2. Click Dimension Upload, to navigate to the Dimension Upload Menu
  3. Click the Dimension Drop-down Menu, and select Warehouses
  4. Click the blue Upload button
    Warehouse_Dimension.png
  5. Click Choose File and select the .csv Warehouses Import file you just created.
  6. Click the blue Upload button to import your Warehouses.
    • If successful, a record of the completed Warehouses Upload will now be present on the Dimensions Upload list.
      Clicking the blue Upload icon under the Actions column of that record will allow you to download the import file you uploaded.
      Upload_Button.png
    • If unsuccessful, a record of the failed Warehouses Upload will now be present on the Dimensions Upload list.

Warehouses Import Template File

Import this template file into your spreadsheet software. After entering your Warehouse, this file should be saved as a .csv file.

Download the following file:

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