Import and export

Download your parts list as a spreadsheet, edit prices, and upload it again.

When to use

You want to update many prices at once.
You are setting up the parts list from an existing spreadsheet.
You want a copy of the parts list.

Office and Owner can import and export. Import works only when the parts list source is the WSManager list. When the source is Xero items, the list is changed in Xero and Export CSV and Export Excel are still available.

Overview

The file has one part per row and a header row. Export first to see the columns. Files can be CSV or Excel (.xlsx) and up to 5 MB.

The columns are Code, Description, Category, Unit, Supplier, SupplierPartNumber, Cost, Sell, Markup and Active. The supplier is written as its suffix.

Key features

Column mapping. After you upload, say which column holds what. Columns that match a heading are chosen for you.
Check before changing. WSManager shows a preview of New, Changed, Unchanged and Errors and changes nothing until you confirm.
Changed parts show the old and new cost and sell price.
Mark parts not in the file inactive is optional. Parts are never deleted.
Errors list the row, the code and the problem. Those rows are skipped.

How to: export the parts list

Open Parts.
Select Export CSV or Export Excel. The file is named like WSManager_Parts_20261016.csv.

How to: import a spreadsheet

On Parts, select Import.
Under CSV or Excel file, choose your file and select Upload.
Check the column mapping, then select Check the import.
Read the preview: New, Changed, Unchanged and Errors.
Optionally tick Mark parts not in the file inactive.
Select Import with the number of parts shown.

Select Start again to begin with a different file.

Tips & gotchas

Export, edit and import is the safest way to change many prices.
Nothing is changed until you confirm the preview.
Prices are excluding GST.
A new category in the file is made for you.