Knowledgebase: WeEstimate
Parts Import
Posted by Arturo Bravo, Last modified by Diane Gross on 03/10/16 03:25 PM

Part Import – access to Part Import is typically a right given to System Administrators and Users allowed to import parts into the WeEstimate parts database. Most regular Users are not provided access to this area of the application.

Parts Import User Right:
Importing parts or product listings into WeEstimate is a user right. To set up the right for parts import, go to Tools, System Configuration, Groups. Within Groups you can either add the right for parts import to an existing group – please note that all Users in that Group will have the parts import right; or, set up a new Group called “Parts Import” and include that Group within the User setup of only those Users who should have the right to import parts.



Step 1. Setting up files for import
File Preparation: Most product manufacturers provide pricing in either Excel or another editable electronic media format. WeSuite import this data directly into WeEstimate. Please make sure to prepare your data file as an Excel .xls or CSV file.

**Be sure to save the file with no special characters or spaces!!**

1. For Parts/Product Import you need to create spreadsheets with the parts and products you want to import. ( Please see below for Blank Excel Template ) Most users create the spreadsheets in Excel. Please be certain to “clean up” spreadsheets by deleting colors, graphics, data columns/data not needed, blank fields and special characters that may interrupt or prevent the import of data.

2. Set column headings on each Excel to the appropriate field names WeEstimate needs in order to recognize the corresponding data and ensure it is saved into the appropriate location in the database. The table below shows the description of the column information located on your spreadsheet, what that column heading needs to be changed to (“Field Name Required by WeEstimate”) and any additional hints and notes regarding required fields for successful import or other notes. Please keep in mind that you may not use all of the column headings shown below, however, specific fields noted are required.

Information Description:

Field Name Required by WeEstimate:

Additional Hints & Notes:

Manufacturer

mfgr

Required

Part #

model

Required

Description

descr

Required

Dealer List/MSRP

listprice

 

Discount % off MSRP

discper

 

Cost

unitcost

Not needed if importing MSRP and Discount

Manufacturer Part #

mfgrpnum

 

Category

catg

 

Sub Category

subcatg

 

Hours

hrs

 

Cutsheet

cutsheet

 

Discontinue

discontinue

 

Accounting Part?

solpartflag

True or False

Color

color

 

Weight

weight

 

GSA Part?

gsaflag

True or False

GSA Sin

gsasin

 

GSA Catalog (Schedule #)

gsacatg

 

GSA Holder

gsahldr

 

GSA Price

gsaprice

 

3. Once you file is ready to be imported, go to Tools -> Part Import (new!)

4. On the Part Import screen, go ahead and click New on the top left corner
a. Locate your excel file, and select ‘Open’

5. You can now select whether this is a Contract pricing import or not.
a. Contract ‘Open Market’
    i. These will be all parts not on any specific pricing contract
b. Contract: ie: ‘NYSC’
    i. These will be all parts that have a fixed sell price

6. Match each excel column with its appropriate WeSuite Column
a. Ie: Product # ->model
b. ie: Description -> descr

7. Please note: for all contract pricing the field: ‘saleprice’, is required.

8. If you are only updating parts, Select “Options” on top right hand corner, and select “ update only “

9. Once all items have been reviewed: Click on ‘Import’ on top right hand corner

10. Any items with errors will not import
a. ie: No Unit cost, empty cells, or duplicate model #’s.
b. You may correct these changes and import again.



Attachments 
 
 part import template-blank.xls (39.50 KB)
(1 vote(s))
Helpful
Not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).