GUIDE 04CSV TEMPLATES

CSV Templates

Download a starter template for your DMS, export the matching report, and drag it into the Sync page. CoreBack maps the columns automatically.

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One import, no DMS login needed

Export a CSV from your DMS using the path listed below, then drag it to App → Sync → Import. CoreBack maps columns automatically for Tekmetric, Shop-Ware, and Mitchell 1 — or you can set a custom mapping once and save it.

Tekmetric Template

"Parts & Labor" CSV export from the Reports tab. No setup required.

EXPORT PATHReports → Parts & Labor → Export CSV

CSV Column	CoreBack Field	Required	Example Value
RO Number	invoice_number	REQUIRED	RO-12345
Date	invoice_date	REQUIRED	04/12/2024
Part Number	part_number	REQUIRED	AC-DELCO 25168491
Description	description	optional	Alternator Core
Vendor	vendor	REQUIRED	NAPA
Core Charge	core_value	REQUIRED	45.00
Core Due Date	due_date	optional	05/12/2024

◈ Per-DMS sync guides

Need the workflow, not just the file? Each DMS now has a dedicated core-return guide with mapping notes, worked examples, common import errors, and a direct handoff into CoreBack signup.

SYNC GUIDE

Tekmetric

"Parts & Labor" CSV export from the Reports tab. No setup required.

SYNC GUIDE

Shop-Ware

"Parts Listing" export from Invoice History. Includes all part types — filter for CORE lines after import.

SYNC GUIDE

Mitchell 1

Manager SE / ProDemand export. Use the "Parts" report type and include core charges.

SYNC GUIDE

CoreBack Native

CoreBack's own format — for import/export round-trips, multi-location syncs, and backups.

◈ General notes

▸Date formats accepted: MM/DD/YYYY, YYYY-MM-DD, DD/MM/YYYY. CoreBack auto-detects the format.

▸Dollar amounts: strip the $ sign. Both "45.00" and "45" are valid.

▸Extra columns in your CSV are silently ignored — you don't need to clean the export before importing.

▸Dedup key: bag_label is used to prevent re-importing the same row. If absent, invoice_number + part_number is used.

▸Missing due_date defaults to invoice_date + 30 days. Override it after import from the shelf view.

▸Status values: open, returned, confirmed, expired, voided. Defaults to open on import.

Using a different DMS?

Select "Custom" in the Sync page column mapper. You'll see a drag-and-drop interface to match your CSV headers to CoreBack fields. Save the mapping as a template so future imports are one-click.

Open Sync page →

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