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

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

  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? 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.
  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 they're created.

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