Item Import and Export

When it comes to getting your data in and out of ShareMyToolbox, we make it easy with Import and Export options for all of your Items. Whether you have 100 tools or 5000, we can help!

 

 

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In this article:

Item Import Tutorial

Item Import

Item Export

 



Item Import Tutorial

Using our pre-formatted .csv file, importing to ShareMyToolbox is a breeze. Want to know all the details, including required fields and format? Take a look at the following tutorial before getting started:




View Full Screen

 

Item Import


In the Web Portal, navigate to the Items menu. 



Download the Template

Next, click on Import Items button on the top right of the page. 


import-button



The first thing you’ll want to do is download our pre-formatted .csv template file. 


  • Click on Import items template to download to your computer

import-download template

 

Caution: This template must be used for bulk Item import. You can enter one Item at a time in the file, or paste from another source as long as the columns and formatting is retained. 


Populate Template


Fill out the template file and save as .csv file on your computer.

import-csv file


Template Fields


For a complete overview of the template, required fields, formats and more, we recommend watching the Import Items Tutorial above. 


Title

ItemType

Quantity

Description

Manufacturer

ModelNumber

WebsiteURL

OwnersManualURL

Category

PurchaseDate

PurchasePrice

WarrantyDate

SerialNumber

Barcode

IsRentalTool

RentalStartDate

RentalEndDate

CustomRentalRate1

CustomRentalRate2

CustomRentalRate3

CustomRentalRate4

CustomDate1Value

CustomText1Value

CustomURL1Value

CustomDate2Value

CustomText2Value

CustomURL2Value

ReturnWarehouse

Last Audit Date

Last Audit Condition

Vendor


Import Template


To import, simply return to the Items tab and click on the Import Items button. 


  • Select Choose File button and navigate to your completed template .csv file you saved
  • Click Import

import-upload file



Tip: Send your Import template to us for review. We are glad to help out!

 

Warning: Importing is an ADD TO and not REPLACE. If you import the same Items twice you WILL double the number or items.

 

Tip: Start small. Practice importing with 10 Items. Keep it narrow such as an Import by Employee or Location.

 

Caution: If you are importing by Employee or Location, do NOT import quantity items. Do those separately and then loan them. You will end up with the same item with multiple records.



Don't worry! If you import 5000 items and realize you want to change something, call us and we can mass delete your data and you can re-import.





Item Export


ShareMyToolbox gives you the ability to Export your Items in Excel format. To get started, go to the Items menu.


Export All or Filtered List


You’ll have the ability to Export your entire Items database, or you can perform a Search / Filter and just export filtered records. For example, if you want a list of Items currently Loaned, click on the Loaned tab and then click on the Export to Excel button in the top right. 



export-button


When you click on the button choose Export filtered list or Export all.


export-select filtered or all




Next, click EXPORT.


export-export


ShareMyToolbox will download an Excel file to your computer. 

Note: Why Excel and not csv? By giving you an Excel file, we’re able to automatically add sort and filter options to the header row, giving you the ability to further analyze your Items right in Excel. 

export-excel file