Parts inventory files can be imported into ALLDATA Manage Online.

This is helpful if your shop has:

• been tracking your inventory on a spreadsheet.
• exported your parts inventory from a different shop management system into a spreadsheet.

Step 1: Download the Spreadsheet Template

Your parts inventory spreadsheet must be formatted in a way that is compatible with Manage Online. Download the spreadsheet template to copy/add to.

1. Click Setup >> Parts Inventory Import.
2. Click here.
3. Click HERE.
4. Download and save the Parts.zip file that will pop up.
5. Open the Parts.zip file >> Open the Parts.csv file.
6. Save the Parts.csv file. 
   • Note: The template file contains three part entries as examples.

Step 2: Format Your Spreadsheet

Two options:

• Copy/paste information from your existing parts inventory spreadsheet into the template spreadsheet that you just saved.
• Format your existing parts inventory spreadsheet to match the template formatting.

Required formatting:​

1. The following items must be formatted exactly as they are on the template:
   • Column names (even if there is no data for the column)
   • Format of information in each column
     • Note: Only the LineCode and PartNo fields are required. Leave the remaining fields blank if there is no information available.

2. Line Codes: The Line Code names on the spreadsheet must match the Line Codes that are in Manage Online.
   • All Line Codes must be created in Manage Online before the Parts Inventory Spreadsheet can be uploaded.
     • For instructions, see Settings - Line Codes. 
   • Show a side-by-side screenshot of them matching.
3. File name: Save the spreadsheet as a .csv file titled Parts.csv.
4. File format: Compress the Parts.csv file into a .zip file.
   1. Right-click the Parts.csv file (on the file name or desktop icon) >> click Send to >> click Compressed (zipped folder).
   2. The Parts.zip file has been created.
      • Do not change the name from Parts.zip.

Step 3: Upload Your Spreadsheet

1. Click Setup >> Parts Inventory Import.
2. Click Import.
3. Click Browse... >> select the Parts.zip file.
4. Click Import.
5. The Parts.zip file will import.   How do I know it worked?
   1. Click View Report to view the time and date the file was uploaded.
   2. Click Account Codes to assign account codes to the imported parts.