How to Import a Parts List from Excel for Use on a Pricing Contract

  • Click on Tools -> Part Import
  • Change Contract to the pricing contract you want to import the parts list to.  Then, click New and browse to the excel file you are importing.  
    • NOTE: If you get an error, check to make sure the excel sheet is closed and try again. 
  • Use the dropdowns to map WeSuite Data fields to the Excel Columns imported
    • Manufacturer -> mfgr
    • Model -> model
    • Purchasing Description -> descry
    • Unit Cost -> unitcost
    • Unit Sell -> sale price
  • Click Import at the top right.
  • You should get a message that says your items were successfully imported.
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