This article describes how to import items from a CSV spreadsheet into your STACK account.
Steps to perform an item import
- Download the STACK item import template below (Once the sheet opens click on the File menu, then Save As, then Download a Copy)
- Populate the template. Information on the acceptable values for each field are listed below.
- Send the populated template to your STACK account rep or customer service manager. Use the in-app Intercom chat or email to connect with your rep.
- Your account rep or customer service manager will review the template and may ask you to make changes to format the data for import into STACK.
- Once the data is properly formatted your AR or CSM will queue it up for import. Imports are usually completed within 2 business days.
Import template instructions
Field/Column | Acceptable Values | Instructions |
Item Name | Text, max 50 chars | |
Item Description | Text, max 255 chars | This description will appear in item edit screens only |
Purchase Unit | Text, max 50 chars | Optional, will use Unit of Measure if this is not supplied |
Unit of Measure | sq ft, lin ft, cu yd, m, sq m, cu m, ea | Must be one of the comma separated values listed at left |
Accounting Code | text, max 10 chars | Optional |
Coverage Rate Purchase | number (1 is default) | Factor to convert from Unit of Measure (ex, Sq Ft) to Purchase Unit (ex, GALLONS). If you are not sure what to input, leave blank. |
Coverage Rate Measured | number | Example: Purchase Unit=GALLONS Unit of Measure=Sq Ft Coverage Rate Measured=100 Sq Ft Coverage Rate Purchase=1 GALLON Translated: 1 GALLON = 100 Sq Ft |
Cost Type | Must be a standard cost type or custom type defined on your account | Setup any custom cost types prior to the import |
Unit Cost | numeric, optional | if provided Cost Type must also be provided |
Folder Level 1 | text, max 50 chars. optional, will default to Items if not provided | this will be the root folder |
Folder Level 2 | ||
Folder Level 3 | ||
Folder Level 4 | ||
Folder Level 5 |
Things to consider before importing
- If you are using any custom Cost Types, ensure that those Cost Types are created in your Account Settings section prior to the import.
- Do you already have items in your account? Any items that already exist in your account with the same name and folder structure as an item in your import spreadsheet will be updated.
- Are you confident of the folder structure and naming convention you want to use for your database? It is difficult to move items once they're created.