List Upload Template Instructions

The following instructions demonstrate how to download, populate, format, and upload a List Upload Template in the Microsoft 365 version of Microsoft Excel. You may manage your List Upload Templates on a Mac or in alternative software like Libre Office Calc, and the process should be pretty similar, though not exactly the same.

Download the List Upload Template button on the page for the import feature you're using (Product Lists, Quick Order, etc.). The button looks like this:
Open the List Upload Template in Excel. The instructions that follow are for Excel that is included with Office 365 version 2506. You can also use a Free Excel alternative but the process will be a bit different. You can open the file from the download list/notification in your browser or by opening Excel and following these instructions:
1. Click "File" in the top navigational menu.
2. Click the "Open" in the left hand menu.
3. Click the "Browse" option.
4. Locate the file on your computer.
5. Double click the file name to open it.
Consult the demo rows and tool tip cells in the List Upload Template for an example of how items should be populated in the list template, and other helpful information.
To remove the demo rows:
1. Click the row 2 heading on the right hand side of the Excel window, keep holding the left mouse button, and drag the pointer down to the row 3 heading.
2. Once both rows are selected, right click either of the selected headings for row 2 or row 3.
3. Select the "delete" option in the context menu. This will delete the demo rows and most of the two tool tip cells.
4. You can delete the remaining tool tip in cell E1 by selecting it and tapping the delete key.
5. The result will be a clean, blank template with only the header rows like this:
To populate the list with your part numbers, quantities, and units of measure:
1. In column A (Item #s or Customer Part #s), enter Keller part numbers (Item #s) or your part numbers (Customer Part #s) for the items you wish to import. These options will provide the best matches. The manufacturer part number is also acceptable but is less likely to be unique among the products in the catalog, leading to a higher probability of mismatches.
2. In column B (Quantity), enter the quantity if the item you want to import to the. If left blank, the default quantity is 1.
3. In column C (Unit of Measure), enter the appropriate unit of measure for your item and quantity. Most of the time this will be EA for each. This also happens to be the default unit of measure if it is left blank. Some items are sold by the foot (FT) or pack (PK). If you need help determining the unit of measure for a product, you can search the product on the website and consult the information in the buy box or reach out to your home branch and/or sales representative for additional assistance.
4. Remember that the import can handle a maximum of 200 items at a time. If you have more items than that, please split them into multiple uploads. The second import will NOT overwrite the first import, it will append what has already been imported, adding new items and additional quantities as appropriate.
5. The resulting file should look something like this. Ensure that the green triangles at the top left corner of the part number and quantity cells are present. If not, it will be best to save your file as a CSV for proper import.
Once you are ready save your work and import to a Product List, Quick Order, etc., follow these steps:
1. Select the entire sheet using the triangle in the top left of the sheet.
2. In the home tab of the Excel ribbon interface, confirm that the format drop down in the Number section says "text." You can also confirm that the part numbers and quantities are stored as text by confirming they have green triangles in the top left corner of each cell. If this is not the case, it will be best to save your file as a csv file to ensure proper import.
3. We recommend leaving the header rows in place (though don't forget to check the "Include First Row Column Heading" box when uploading the file).
4. Click File at the top left
5. Then click the Save As option in the menu at the left.
6. The Save As screen will default to saving back to the same location the file was opened from. If you would like to change the location the file will be saved to, the folder name above the file name. option and navigate to the location you wish to save to. Either way the naming and file format selection be pretty much the same as shown in steps g through i below.
7. Give the file a name.
8. Use the file type dropdown to select the appropriate format.
  You can select any of these file types. Selecting the CSV format is the best way to make sure the data is formatted as text, which is required for a successful upload.
  - CSV (Comma delimited (*.csv)
  - Excel Workbook (*.xlsx)
  - Excel 97-2003 Workbook (*.xls)
9. Click the save button to save your file.
Back on the site, upload the file:
1. Click the "choose file" button.
2. Navigate to the location the file is saved at on your computer.
3. Double click the file name to select it.
4. If you left the header row intact, check the "Include First Row Column Heading" box to let the import know that the first row is the header row.
5. Don't forget, the import handles a maximum of 200 items, any more may result in errors or failed imports.
6. Click the blue "Upload File" button
7. Once the import is complete, review the results and manually remove mismatches and then either import or manually add the correct items.

Troubleshooting Tips

Here are a couple things that could be causing a failed import:

Too many rows. The import will return an error if you have more than 500 rows in your file. If you have more than 200 rows in your file, please split the file in to multiple imports as that is the maximum number of items that can be reliably imported at once. If you have less than 200 rows of visible data in your template, sometimes Excel will have invisible content/formatting applied to cells that look empty on the screen. The best way to fix this is to click the row label to the left of the first blank row to select the entire row. Then press CTRL + SHIFT + Down Arrow at the same time to select all the rows to the bottom of the list. Right click the selection and select delete rows. Save the file and attempt the import again.
Improperly formatted numbers. The format of all cells must be text for an Excel (XLSX or XLS) import to work properly. The text formatting must be selected *before* numbers are populated in the cells. If your numbers are properly formatted as text, Excel will show green triangles in the top left corner of each cell indicative of "numbers stored as text." If the green triangles are not present, it will be best to save the file as a CSV.