Inventory items are the consumable items or replaceable parts used in maintenance. This can include anything from light bulbs to air filters.

To bulk import inventory into your FMX site, follow the steps below:

*The ability to bulk import data is configured at the user type level by each module. This must be set up by a site administrator. 

Inventory Item

1. Navigate to Bulk Imports tab on the left-hand side of your page:


2. Click on the Import button at the top right of the page:


3. Select Inventory Import:


4. Populate the template with the necessary information. Columns that contain an asterisk (*) are required.


Name*: Here you will include the names of your inventory item. Make sure that these names are recognizable and somewhat unique.

Examples: #8 x 3/8" Stainless Pan Head Phillips Wood Screw, A10-2014T - Stabilizer Fork Cylinder, 4/40 X 5/16 Flat Socket Cap, etc.

Type*: This refers to the inventory type each specific piece of inventory should be assigned to.

Name*: #8 x 3/8" Stainless Pan Head Phillips Wood Screw
Type*: Screws

*Inventory Types must be created in FMX prior to importing this data.

Building*: This refers to the building where the inventory item resides.

Name*: #8 x 3/8" Stainless Pan Head Phillips Wood Screw
Type*: Screws

Building*: Inventory Warehouse

*Inventory cannot be imported unless the building exists in FMX.

Location*: This refers to the specific area where the equipment item resides in the building.

Name*: #8 x 3/8" Stainless Pan Head Phillips Wood Screw
Type*: Screws

Building*: Inventory Warehouse
Location*: Stock Room 1

*Inventory cannot be imported unless the location exists in FMX.

Equipment items: these are the fixed assets that are associated with the inventory item 

Current quantity*: The count of inventory on hand. 

Minimum quantity: FMX uses this field to notify you when an inventory item reaches a minimum threshold and more parts would need to be ordered.

Unit price: the price per inventory item

Assigned users: the users assigned to a particular inventory item

Custom fields: You might see fields such as "Supplier", “Manufacturer”, and “Part number” that will help add more detail to your assets. Custom fields must be added by a site administrator. 

5. Once you have completed filling out the import template, save the document to your device.

6. Navigate back to the Bulk Import page in FMX.

7. Title the name of your import in the Title section.


8. Next, click on the paperclip icon in the Template section to upload your completed import file 


9. Once your bulk import is titled and the file is uploaded, hit the Save button to complete your import.


10. If there are any errors on the import, such as typos or mismatched records, FMX will steer you in the right direction by pinpointing the column, row, and cell of the error.

Click here to read more about bulk import errors and how to fix them.

11. Once you have corrected the errors on your template and re-saved the file, repeat steps 7-8.

12. When your import has been completed, a green banner message will appear at the top of your screen that reads "Success! (Your template name) has been imported with (x of records) records".


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