Importing data

Create or update master and reference data by describing it. ILC MCP drafts the records, shows them to you, and writes them only after you approve.

Ask

Say what you want in plain language — the record and its details.

A part

Set up a new part for dark cocoa powder, cost $4.20, in the Baking category.

Pricing

Set the price of FG2200 to $12.50 for the Wholesale price list.

A bill of materials

Build a BOM for the pumpkin pie: crust, filling, and one pie tin per pie.

Custom field

Set the “Channel” custom field to “Retail” on parts FG2200 and FG2201.

ILC MCP drafts the records, shows them to you, and on your approval writes them.

What you can import

Records

Import	What it does
Parts	Create parts, or update the part with the same number.
Products	Create products, or update the product with the same number.
Customers	Create customers and their addresses, or update by name.
Vendors	Create vendors and their addresses, or update by name.
Locations	Add locations.
Default locations	Set parts’ default locations.

Pricing and costs

Import	What it does
Product pricing	Set products’ prices.
Associated pricing	Set products’ associated prices.
Discounts	Add discounts.
Pricing rules	Add pricing rules.
Part standard costs	Set parts’ standard costs.
Vendor parts	Add or update a vendor’s part numbers and costs.
Vendor cost rules	Add vendor cost rules.

Relationships and attributes

Import	What it does
Customer parts	Add customers’ own part numbers.
Customer group relations	Put customers in customer groups.
Product tree	Put products in product tree categories.
Part units of measure	Add units a part can be used in.
Reorder levels	Set reorder points and order-up-to levels.
Custom field data	Set custom field values on records.
Memos	Add memos to records.
Part and product renaming	Rename parts and products.

Bills of materials

Import	What it does
Bill of materials (details)	Create or update a BOM, one row per line item.
Bill of materials (instructions)	Add manufacturing steps to a BOM.

Setup and reference data

The reference data other records build on:

Import	What it does
Currencies	Add or update currencies and their rates.
Tax rates	Add or update tax rates.
Payment terms	Add or update payment terms.
Carriers	Add carriers and their services.
Countries and states	Add countries and states.
Units of measure	Add units of measure.
Unit of measure conversions	Add conversions between units.
Custom fields	Define custom fields on Fishbowl records.
Custom field lists	Add the choices for list custom fields.
QuickBooks classes	Add QuickBooks classes.
Associated pricing types	Add associated pricing types.
Product tree categories	Add product tree categories.

Create or update

Many imports match on a natural key and update the existing record instead of making a duplicate — parts by number, products by number, customers and vendors by name. Say so if you only want new records created.

Review and approve

For a set of records, ILC MCP prepares a change set and hands you an approval link. The approval page lists what will be written and lets you download each import file to check before you run it. Open it, sign in, and approve.

Note

A change set runs its members in order and stops at the first failure, so a bad row doesn’t leave a half-finished import. Fix what failed and re-run. A single import holds up to 500 rows.

Import rights

You can only import the types your Fishbowl user holds import rights for. Ask “what am I allowed to import?” to check. An administrator grants rights — see Connections. The full list is in Reference.