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Download a template

Templates are Excel workbooks with the exact column headers MARC expects for a bulk import.

Screenshot needed: Import & Export overview page

Screenshot needed: Download templates page

What this is for​

Start every import with the matching template so your data lines up with MARC's required and optional columns.

Who uses it​

Owners and office admins with import/export permission.

Steps​

  1. Open Import & Export.
  2. Click Download templates.
  3. Choose the template that matches what you're importing: Customers, Equipment, Spare Parts, PM Schedules, or Inventory Opening Balance.
  4. Click Download and open the workbook in Excel or a compatible spreadsheet app.
  5. Fill in the required columns first, then any optional columns you have data for.

Important notes​

Each template lists its required columns on the download page. Equipment and Spare Parts rows are matched by name/serial/part number, so keep those values consistent with existing MARC records when you intend to update them instead of creating new ones.

Common mistakes​

  • Renaming or removing header columns from the template.
  • Leaving a required column blank.
  • Mixing data for more than one import type in a single workbook.