Migrating your part locations to team based inventory

This guide only applies if you have the old location-based inventory and wish to move to a team-based inventory setting. This guide will take you through the process step by step.

Once the feature is live, the dummy teams will immediately appear in their account, you do not have to do anything for this step.

From the Inventory page, Export your current parts list. This will give you a CSV/Excel file with all parts and the current team assignments (dummy teams).

Open the exported file, and replace all the dummy teams with the correct teams.

Here's an example. Suppose you have the following part currently:

All you need to do is, replace the team with the correct team, for example, like the following:

On the inventory page, click on Add part > Bulk parts > Upload file

Follow the upload process, and then ensure there are no errors on the bulk uploader

It is very likely that parts that previously had multiple locations will now belong to one location only. The system will warn you if this is the case

If you see this error, then you would need to manually combine the two quantities, and decide whether the reorder point and max quantity should change as well

You may also see a similar duplicate error on the vendor columns. This is fine and it is safe to proceed. A team cannot have the same vendor twice, so the uploader will only process the non-error vendor

Once everything is done, Submit and wait for the upload to complete.

Once you are happy with your new team assignments, Go to the Teams page and delete the dummy teams. Deleting a team automatically removes it from all associated parts — this is the clean-up step.

After this, the transfer is complete, and parts only belong to the new real teams.