Importing Components

Bring your components into Craftybase quickly and easily with our import options!

In this article we'll cover:

What you'll need
Importing components into Craftybase.
How to create a CSV file
How to undo a component import

What you'll need

For STUDIO+ plans, you will be able to import your components.
A CSV file to import (this can be generated from any spreadsheet program)

Importing components into Craftybase

To upload your CSV file (How do I create a CSV file of my components?):

Go to your Component List.
Hover over the ⋮ icon that appears next to the header. Next, select the Bulk Add Component option that appears in the menu.
On the form that appears, click the Choose File button and select your spreadsheet from your file system.
Click the Upload File button. This will upload the file to Craftybase but will not import the data—this will be done in the next step.
On your Mappings page, you'll need to confirm which Craftybase field is represented by each column in your spreadsheet if you have changed these from the example spreadsheet above. Once you are happy with all fields, click the Yes, Import File button at the bottom of the page.
Your import will begin, and you'll be taken back to the Imports page. You'll see your import status as Importing. Refresh the page to see the updated status - when complete, it will show as Complete. Click the View Results / Undo button to see which components have been imported and details about any skipped rows (if any).
On the details page, you'll find an option to Undo the import if you aren't happy with the results. Clicking this will remove all components linked to the import and then delete the import record.

How to create a CSV file

A CSV file is a Comma Separated Values file, which can be generated easily from any spreadsheet program.

Step 1: Download Template Spreadsheet

We will need your data in a fairly standard format for our importer to be able to read the information properly, so please download and use our example spreadsheet as a starting point:

Example Component Importing Spreadsheet

Step 2: Add your components to the spreadsheet.

Remove the example rows and add your own components to import. You'll want to ensure that each one is added on a separate line.

SKU	[Optional] Your SKU is your unique code identifier for the Component
Name	[Required] This is the title that will appear in all list views in Craftybase and will typically be how you search for the component. If a name isn't found for the row, it will be imported as "Untitled."
Tracking Unit	[Required] This should be the unit in which you wish to track and manufacture the component. If not present, it will default to "item."
Category	[Optional] The category for this Component (i.e., "buttons"). If you don't yet have a category with this name in the system, we will create it when you import it.
Description	[Optional] The longer descriptive text for the component.
State	[Required] One of "draft", "active", "archived". If an invalid name is found for the row, it will be imported as "active."

Step 3: Export your spreadsheet to CSV

Once you have your spreadsheet ready, you'll need to export it as CSV.

CSV stands for "Comma Separated Values," which means that the export will contain your data in rows, with each column value separated by a comma.

The process to do this differs between spreadsheet programs; instructions for some popular programs are as follows:

Undo a component import.

To remove your component import:

Navigate to your Imports page
All imports will now be listed. Select the "View Results/ Undo" button to the right of the import you wish to remove