How to Bulk Import and Edit Parts (Desktop)
đź’ĄParts is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Users can quickly upload all parts data to populate the company’s catalog using Tenna-provided templates. There is also an option to apply catalog changes in bulk.
Permission Requirements: Users with the "Manage Parts Catalog" permission have the ability to bulk import and edit parts.
NOTE: This can only be done on a desktop, not in the Tenna App.
How to Bulk Import Parts
- 1
- Select "Parts" from the navigation menu on the left side of the screen.
- 2
- Select "Catalog".
- 3
- Click "Create Part" on the top right of the screen.
- 4
- Click "Bulk Import" on the dropdown menu.
- 5
- Click on the "Catalog-Part-Bulk-Upload-Template.csv" link to download the template.
Enter your asset information carefully including all required fields as indicated by the *asterisk and as noted in Tenna's help resources.
Pro Tip! Save your bulk upload template as an .xls file while you are populating it. Remember that in a .csv file, you cannot save formatting. When you are finished populating the template, remember to save a final .csv for your upload.
- 6
- Once complete, drag and drop your csv file or click "Select a File to Upload".
You may navigate off the page during this process. When you return, the progress of the upload will be shown until it is complete.
- 7
- Review upload successes and/or failures.
If the import was created successfully without error, click "Complete" to navigate to the parts catalog.
- 8
- If any parts failed the upload, download the revision template.
This template lists only the failed parts and a reason in the first column. Use this template to fix any issues as indicated.
- 9
- After fixing the issues, remove the first column with the errors.
- 10
- Click "Upload File" and select the file to upload.
Repeat this process until all parts are successfully added to the system.
How to Bulk Edit Parts
- 1
- Select "Parts" from the navigation menu on the left side of the screen.
- 2
- Select "Catalog".
- 3
- Click "Create Part" on the top right of the screen.
- 4
- Click "Bulk Import" on the dropdown menu.
- 5
- Click on the "Tenna_PrefilledParts_Template.csv" link to download the template.
This will download your complete parts catalog.
- 6
- Use the template to make edits to your parts catalog.
- 7
- Once complete, drag and drop your .csv file or click "Select a File to Upload".
You may navigate off the page during this process. When you return, the progress of the upload will be shown until it is complete.
- 7
- Review upload successes and/or failures.
If the import was created successfully without error, click "Complete" to navigate to the parts catalog.
- 8
- If any parts failed the upload, download the revision template.
This template lists only the failed parts and a reason in the first column. Use this template to fix any issues as indicated.
- 9
- After fixing the issues, remove the first column with the errors.
- 10
- Click "Upload File" and select the file to upload.
Repeat this process until all parts are successfully added to the system.