Tool Inventory Imports - ION Manual

Overview

The Tool Inventory importer creates or updates inventory records for tools (parts with the tool part type). It works like the Part Inventory importer, where rows without an id create new inventory and rows with an id update the matching record, with two tool-specific additions: last_maintained_date and uri. Because tools are always serial-tracked, every create row must provide a serial_number matching the physical asset’s tag or manufacturer serial. There is no serial autogeneration and no lot tracking for tool inventory.

Columns

Column Required Description
id No Inventory ID. Provide to update an existing record; omit to create new inventory. Lookup column: an empty cell is treated as “not provided,” not 0.
part_number Yes (for create) Part number of the tool. Ignored on update.
revision No Tool revision. Combined with part_number to look up the tool; if omitted, the latest revision is used.
serial_number Yes (for create) Serial number identifying the physical tool. Update rows inherit the existing serial.
location No Location name. Must match an existing location in ION.
last_maintained_date No Date the tool was last maintained, in ISO 8601 format, such as 2026-05-01 or 2026-05-01T12:30:00. An empty cell leaves the field unset.
uri No Link to the physical asset, such as an asset-management URL. Must be unique across tool inventory; an empty cell stores no value.

last_maintained_date only accepts ISO 8601. Ambiguous formats like 1/2/3 are rejected rather than guessed.

Custom attributes

Any column not in the standard list above is treated as a custom attribute on the inventory record. Custom attribute columns must match a configured attribute key for your organization; unknown columns cause a validation error.