Control Your Data: Custom Excel Exports & Imports Are Live

Managing your shop shouldn't require wasting hours reformatting spreadsheets or rekeying data. Parts Portal now supports Custom Excel Exports and Bulk Data Imports to give you total control over your records.

What’s New

• Custom Exports: Build clean spreadsheets from key modules (Parts, Quotes, Orders, Operations, Suppliers, Customers, Team). Pick only the columns you need, apply active screen filters, and have files emailed directly to your inbox.
• Bulk Imports: Upload completed Excel sheets to update operation rates, schedule hours, or new customers across the portal in seconds, eliminating manual data entry.

Why This Matters

Getting setup with Parts Portal is simple, and making updates is even easier. Generate the exact reports you need in a few clicks and push site-wide updates instantly. Less time spent adjusting spreadsheet rows means more time focused on making parts.

Ready to check it out?

• Current Users: Log in to your account today to try the new export and import capabilities across your main modules.
• New to Parts Portal? Talk to our sales team to learn more about how custom data management can streamline your shop.