How to Import Inventory with the Importer

Go to "Inventory" either in Settings or your top navigation

In the top right - click ”import"

The best way to start is to download the Example File. This will set you up with all of the columns. 

Open the file and delete the sample data.

Populate columns with the information you would like to add. "Part_number", "lot_code" and "quantity” are required. If you do not have a lot code use OPEN as the lot code. 

Note: Make sure to save the file as a CSV file. 

Complete the fields required and optional for the import 

Make sure to take a look at the Preview of the file to make sure the information is being processed correctly.

After you select "Import" you will get a status bar showing the progress of your import. Please be patient as larger files may take longer.

You can also view your import.