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VALIDATED CSV WORKFLOW

Shop-Ware core return template + sync guide

This page is for repair shops using Shop-Ware. It gives you a working CSV template, a field-level mapping reference, and a shelf-first import workflow that fits CoreBack's vendor-agnostic return process without requiring a DMS integration.

SETUP TIME
6–10 minutes on the first pass because most shops decide how they want to treat generic supplier names.
WORKFLOW
Invoice History parts export
BEST FOR
Shops using Shop-Ware that need a reliable way to separate everyday parts activity from the smaller set of core and warranty items that actually require follow-through.

Who this solves for

Why this Shop-Ware page exists

Shop-Ware keeps the invoice trail, but the return shelf still depends on someone remembering which boxes, tickets, and vendor windows matter this week.

In practical terms, the template keeps the invoice export lightweight while CoreBack handles the part the DMS does not: the visible shelf queue, the bag label, the deadline discipline, and the final credit-close step. That is why these pages are intentionally task-specific instead of generic software copy.

ACCEPTED DATE FORMATS

MM/DD/YYYY · YYYY-MM-DD

Import spec

Field requirements at a glance

REQUIRED

Ticket # · Date · Part # · Supplier · Cost

OPTIONAL

Part Name · Return By · PO Number · Credit Memo · Credit Amount

DOWNLOADABLE ASSET

A real sample CSV is available from the button above and mirrors this mapping table.

Template mapping

Field-by-field reference for Shop-Ware

Download CSV ↗
CSV columnCoreBack fieldRequiredExampleHint
Ticket #invoice_numberRequiredT-20240315-001Shop-Ware ticket number
Dateinvoice_dateRequired03/15/2024Invoice date MM/DD/YYYY
Part #part_numberRequiredWP-7821Part number
Part NamedescriptionOptionalWater PumpPart description
SuppliervendorRequiredO'Reilly Auto PartsSupplier / vendor name
Costcore_valueRequired45.00Core charge amount
Return Bydue_dateOptional04/14/2024Core return deadline
PO Number_ignoreOptionalPO-8821Purchase order number (not used by CoreBack)
Credit Memocredit_memoOptionalCredit memo number when credit is received
Credit Amountcredit_amountOptionalActual credit received

Export workflow

From Shop-Ware export to live shelf

  1. 01Go to Invoice History in Shop-Ware and export the parts listing for the target date range.
  2. 02Keep Supplier, Ticket, Part #, Date, and Cost columns in the raw export.
  3. 03In CoreBack Sync, choose the Shop-Ware template and upload the CSV as-is.
  4. 04Review flagged rows, confirm the vendor mapping, and send the items to the shelf with label-ready status.

The point is speed with verification. You should be able to drag in a raw export, resolve only the rows CoreBack flags, and get back to the shelf without hand-editing every column. That is why the mapping table is explicit and why the error states below are written like operational fixes, not generic SEO filler.

Worked example

What the first import usually looks like

SITUATION

A two-advisor shop exports Shop-Ware parts history every Friday to clean up the backlog before the weekend.

BEFORE

The export exists, but core bags, supplier branches, and expected credits live in three different places.

AFTER

The Shop-Ware template loads the batch, groups items by vendor, and gives the shelf team a single Friday closeout queue.

Validation guide

Common import errors and how to fix them fast

ERROR
Rows import with the wrong vendor bucket
CAUSE

Supplier names vary by branch or salesperson naming in Shop-Ware.

FIX

Normalize supplier aliases in the validator once so future imports roll up to the correct vendor shelf view.

ERROR
Return-by dates are missing
CAUSE

Many Shop-Ware exports do not include a dedicated deadline field.

FIX

Let CoreBack calculate the date from invoice date plus your vendor rule, then override exceptions from the shelf.

ERROR
Credits cannot be matched later
CAUSE

The original import skipped invoice or PO context that the accounting team uses when reconciling statements.

FIX

Keep Ticket # and PO Number in the import so credit memos can be matched during closeout.

Next step

Use the template, then move straight into activation

Start with Shop-Ware context →

The best template pages do not stop at documentation. This one intentionally points you into the next concrete action: create a free CoreBack account, land inside onboarding with the Shop-Ware context in the URL, and import a real batch the same session. If the shop is still evaluating workflow fit, the comparison and ROI links below give the next most useful decision paths without sending the visitor into generic awareness content.

FAQ

Shop-Ware import questions we expect from real shops

Can I use the Shop-Ware export for warranty RMAs too?

Yes. The same import flow works for warranty returns as long as you keep the invoice context and vendor identifier needed for the RMA follow-up.

Does CoreBack overwrite Shop-Ware data?

No. The workflow is read-from-export, then track-in-CoreBack. Your Shop-Ware data stays untouched.

Can I save a custom mapping for my branch-specific export?

Yes. Once you adjust the mapping, CoreBack can reuse it so future imports are one click.