Excel Importer: Importing into Inventory & Vendor Catalog

Navigation: From the home screen, click Setup Entry, then Utilities. In the Merge/Import Inventory tab, choose either Import into your Vendor Catalog or Import into / Update your Main Inventory.

The Excel importer gives users the ability to import items into the Vendor Catalog, or import/update items in their main Inventory.

*On versions below 8.6, the Excel Importer can be found in here C:\Program Files (x86)\TABS AutoBiz or here C:\Program Files\TABS AutoBiz. Select the file named ExcelImport.exe (the most recently modified file).

Importing Parts into the Vendor Catalog

• Launch the Excel Importer for the Vendor Catalog
• Copy all of the lines from the Microsoft Excel spreadsheet that you would like to use.
• Press the Paste from Excel button in the Excel Importer.
• Vendor: Select the desired Vendor from the drop down box.
• Store: Select which store you would like these items sent to.
• Item Group: Press the Change button to add to a different item group other than the default Catalog.
• Item Type: Select the type of item that is being imported example: Tire/Parts.
• Next Linked Item: If you have an item from Inventory that you would like to have linked with the items you are importing (eg. a new tire package), you would enter the Catalog here.

You will now enter the column letter associated with each header. This will vary depending on where this information is found on your Excel spreadsheet. For example, on your spreadsheet the cost for the item may be in column H, therefore you will enter the letter H in the cost box found in the Excel Importer. The description for your item in your spreadsheet may be found in column B, in this case you will enter the letter B in the description box found in the excel importer. You will do this for all boxes whose information you wish to import.

NOTE: An alternative to typing the column letters, you can click onto the field, then click on the column that is assigned to the field. It will automatically input the column letter for you.

• Remove all other items from this vendor before importing: This will override the existing items for the vendor you have chosen. If you wish to “erase” the items without importing new ones, you would import a blank spreadsheet.
• The first row is Column Headings: If the headings from Excel were pasted, check this box so they will not be imported.
• Change the Size/Item to be numeric only: This checkbox is useful for tire sizes. It will remove special characters in the Size/Item field, allowing for easier searching.

When the above information has been filled out press the Import button. The items will now be available in your Vendor Catalog.

Importing Parts into the Main Inventory

When using the importer for your main inventory, you have to ability to: import new parts, or update existing ones.

Follow the steps as detailed above, except on the first step, select the importer for the Main Inventory instead of for the Vendor Catalog.

Once you have assigned the fields to the appropriate columns and selected the desired check boxes, you have two options:

• Import/Update Inventory: If your Excel spreadsheet has new items that are being imported, you will select this button. If it also has items that already exist in your Inventory, it will update any necessary fields that are different in the spreadsheet than what is currently in Inventory.
• Update Inventory: This will only update items that are both on the spreadsheet and exist in your Inventory.