This article describes how to import items from a CSV spreadsheet into your STACK account.

Steps to perform an item import

  1. Download the STACK item import template below (Once the sheet opens click on the File menu, then Save As, then Download a Copy)

  2. Populate the template. Information on the acceptable values for each field are listed below.

  3. 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.

  4. 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.

  5. 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

For successful importing:

  • Provide all Required information

  • Do not skip rows

  • Do not hide columns

Column No

Field/Column

Acceptable Values

Instructions

Example

1

Item Name

Text, max 120 chars

Required.

Name of Item

Shingles (Metal)

2

Item Description

Text, max 255 chars

Optional. This description will appear in item edit screens only

24 Gauge Aluminum

3

Purchase Unit

Text, max 50 chars

Required. Unit of measure that will appear on reports. Can be same as Unit of Measure column below.

Squares

4

Unit of Measure

sq ft, lin ft, cu yd, m, sq m, cu m, each

Required. Unit of measure that will be used during takeoff. Must be one of the comma separated values listed at left

sq ft

5

Accounting Code

text, max 30 chars

Optional. Use this to store any item information that you want output into your reports or estimate.

6

Coverage Rate Purchase

number (1 is default)

Optional. Defaults to 1. 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.

1

7

Coverage Rate Measured

number

Optional. Defaults to 1.

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

100

8

Cost Type

Must be a standard cost type or custom type defined on your account

Required. Setup any custom cost types prior to the import.

Material

9

Unit Cost

numeric, optional

Optional. (do not input a currency symbol here)

Example: 100.00

10

10

Folder Level 1

text, max 50 chars. optional, will default to Items if not provided

Optional. This will be the root folder. Folders 1 - 5 are used to organize your items so that you can find them easily. Folder information is not output in your estimates or reports.

Roofing

11

Folder Level 2

Optional.

Subfolder to 1

Shingle

12

Folder Level 3

Optional.

Subfolder to 2

Shingle (Metal)

13

Folder Level 4

Optional.

Subfolder to 3

Shingle Metal (Aluminum)

14

Folder Level 5

Optional.

Subfolder to 4

How the import template columns map to fields on the item edit screen

Things to consider before importing

  1. If you are using any custom Cost Types, ensure that those Cost Types are created in your Account Settings section prior to the import.

  2. Do you already have items in your account? The import will update any items that already exist. See Updating Items section below for details.

  3. Are you confident of the folder structure and naming convention you want to use for your database? It is difficult to move items once created.

  4. Right now we cannot import information into the STACK-provided catalogs (The STACK Items section of your database). We can only import into your own catalog (The My Items section).

Updating Items

Any items that already exist in your account with the same item name and folder structure as an item in your import spreadsheet will be updated. Since the Item Name and Folders are used to match an import row with an existing item these fields cannot be changed via import. The fields that may be updated are:

  • Description

  • Purchase Unit

  • Unit of Measure

  • Coverage Rates

  • Cost Type

  • Unit Cost

  • Accounting Code

You can export items from your account, perform price updates in Excel, and then import back into your account to quickly update item prices. Contact your customer success manager to request an export.

The import will never delete items from your account. It also cannot move items from one folder to another. These operations must be performed via the STACK web application.

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