Overview
Use this guide to add multiple items to 1place from an Excel file. You’ll prepare the Item List template, match your spreadsheet columns to 1place fields, and use the validator to catch issues before completing the import.
Steps
Open the Import Wizard.
From the Main Menu, open Items. On the Item List, click the Upload to 1place button beside the Download to Device button in the upper-right corner.Download the Item List template.
Set Import Type to Item List, then click Download Excel Template.Prepare your Excel file.
Enter one item per row. Complete both required fields, Item Number and Type, then fill in the other columns that apply to your items. Use the column reference below as you work, then save the file.Select the file and import action.
Return to the Import Wizard, click Browse, and select your completed Excel file. Choose Import New Records to add items or Update Existing Records to change or update items already in 1place.Review the column mapping.
In Map Columns, check that each Excel column you intend to import points to the correct 1place field. Make sure Item Number and Type are mapped, then click Proceed.Review the validation results (when displayed).
The validator shows duplicate item numbers and any data that does not meet the import criteria. If it flags an issue, correct the affected data and validate the corrected file before completing the import by clicking Start Import.Verify the imported items.
Return to the Item List and search for a few item numbers from the spreadsheet. Open the records and check the type, description, and other imported values. If you included QIS (Qty in Stock), verify that the quantity in stock matches your spreadsheet.
Tip: If this is your first import, start with a few items and verify the results before importing the rest.
Template Column Reference
The fields below are grouped by purpose. Use the column names as they appear in the downloaded template.
Required fields
| Excel column | What to enter |
|---|---|
| Item Number | The unique number or code your company uses to identify the item. |
| Type | The item’s classification in 1place. |
Item details and identifiers
| Excel column | What it represents |
|---|---|
| Active | Whether the item is active. |
| Item Description | The name or description of the item. |
| Manufacturer | The manufacturer associated with the item. |
| OEMModelNumber | The original equipment manufacturer’s model identifier. |
| UPCCode | The item’s Universal Product Code. |
| Assembly | Whether the item is an assembly. |
| MasterItemNumber | The master item number, if your company uses one. |
| ItemNumAlt1 | The first alternate item number. |
| ItemNumAlt2 | The second alternate item number. |
| OrigItemNum | The original item number. |
| InterchangeNumber | The reference number used to identify interchangeable parts. |
| Patented | Whether the item is patented. |
Catalog and search details
| Excel column | What it represents |
|---|---|
| Category | The item’s catalog category. |
| Sub Category | The item’s catalog subcategory. |
| QualityIndicator | The quality indicator configured in your catalog. |
| SubCategory2 | A configurable catalog field, commonly used for a vehicle year range. |
| SubCategory3 | A configurable catalog field, commonly used for vehicle make. |
| SubCategory4 | A configurable catalog field, commonly used for vehicle model. |
| YearsListing | The individual years associated with the part. |
| YearRange | The range of years associated with the part. |
Inventory and purchasing
| Excel column | What it represents |
|---|---|
| UnitofMeasure | The unit used for the item. |
| Bin Location | The item’s default bin location. |
| QIS (Qty in Stock) | 1place imports the value as entered and uses it as the item’s quantity in stock. If no warehouse is assigned, the quantity is imported without a warehouse assignment. |
| Min | The minimum stock level used as a reorder point. |
| Max | The target maximum stock level. |
| PO Category | The category used for purchasing. |
| SpecialOrder | Whether the item is typically ordered for a specific sale. |
| LastOrderDate | The date of the last order. |
Pricing and sales
| Excel column | What it represents |
|---|---|
| AverageCost | The item’s average cost. |
| ListPrice | The item’s list price. |
| OEMPrice | The original equipment manufacturer’s price. |
| FixedCostForMarkupPricing | The fixed cost used to calculate markup pricing. |
| PricingCategory | The category used for pricing. |
| Taxable | Whether the item is taxable. |
| eCommerce | Whether the item is marked to appear on the integrated website. |
| Commissionable | Whether the item is eligible for commission. |
Shipping
| Excel column | What it represents |
|---|---|
| Weight | The item’s shipping weight. |
| WeightUnit | The unit for the shipping weight. |
| Volume | The item’s volume. |
| ShipLength | The item’s shipping length. |
| ShipWidth | The item’s shipping width. |
| ShipHeight | The item’s shipping height. |
| Shippable | Whether the item can be shipped. |
QuickBooks Online
| Excel column | What it represents |
|---|---|
| IncomeAccountRef | The QuickBooks Online income account reference. |
| ExpenseAccountRef | The QuickBooks Online expense account reference. |
| AssetAccountRef | The QuickBooks Online asset account reference. |
| QBOSync | The item’s QuickBooks Online sync setting. |
Notes and record history
| Excel column | What it represents |
|---|---|
| SpecialNotes | Special notes associated with the item. |
| DataConversionNotes | Notes related to a data conversion or migration. |
| AdditionalNotes | Other notes about the item. |
| CreatedBy | The user associated with creating the record. |
| CreatedDate | The date the record was created. |
| ModifiedBy | The user associated with the last change. |
| ModifiedDate | The date the record was last changed. |
