Skip to main content

Import Shop Data with Import Templates

Use pre-made templates to import existing shop data for customers, parts, and more

Ashley Bennett avatar
Written by Ashley Bennett
Updated today

Use import templates to streamline the process of migrating existing saved shop data into Shopmonkey.

What kind of data can I import?

Import templates are available for the following:

  • Customers

  • Fleets

  • Vendors

  • Parts

  • Canned Fees

  • Line Item Categories

Import Templates

Import Templates can be found within your Lists Page. Select Lists from the left side navigation to view your Lists.

Lists icon

Navigate to the Lists page for the data you’d like to import. Select the Import icon in the top right corner of the page. If you don’t see the option to import on a List page, double-check with the list provided above that an import template is available for that data.

Import icon

Select download the template. This template ensures that your data is formatted correctly for the import process.

import customers menu

💡 Pro-Tip: Don’t have Microsoft Excel to open an XLS file type? No problem! Import the data to a free data site (e.g., Google Sheets) by following these steps:

  1. Download the XLS export to your computer

  2. Open a new or existing spreadsheet in your free data site (e.g., Google Sheets)

  3. Select File, then Import

  4. Select Upload and choose the XLS file you saved to your computer

Once you have the file open, fill out the applicable fields in the spreadsheet. Please Note: Please avoid using and deleting any custom columns or formulas to ensure a smooth import.

Import Completed Files

Select the Import icon in the top right corner of the Lists page (the same place you downloaded the import template from). Drag your .xlsx file in the box or click to upload your file. Select Import.

import customers menu

A prompt will then appear confirming a successful import.

Import Troubleshooting

Check these items if you receive an error message when importing:

  • Check that all required fields are filled out. If any of the required fields are left blank, that record will be ignored and the part won't be imported.

  • Make sure there are no formulas in the template. Formulas are a great way to make calculations easy, but are not supported for upload templates. Try copying any cells with formulas and pasting Values only.

  • Check that columns have not been rearranged or deleted. The upload template needs to be exact for it to work. If you have any concerns about your template, try downloading a new template with the steps mentioned earlier in the article.

  • Make sure the Quantity on Hand has a value (if applicable). When using a template that has Quantity on Hand, this field is key to the upload. This field cannot be left blank when uploading the template.

Export Shop Data

Export shop Navigate to the Lists page for the data you’d like to export. Select the Export icon in the top right corner of the page.

Related Articles

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!

Did this answer your question?