Inventory Import (New)
Introduction:
This article explains the step-by-step process of importing inventory items into the system.
Step 1: Upload File
Navigate to Inventory > Manage Inventory > Products > Import.
Steps:
1. Upload File
2. Map Items Against the Matching Field
3. Review Mapped Data & Confirm Import
New Interface:
Please download our recommended template file to import your items. Do not change the format of the file or the extension. Follow the column order, and avoid repetition in the data.
You can download sample templates in `.xlsx` or `.xls` formats from the dropdown menu.
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File Upload Options:
You can either upload files either by dragging and dropping or by browsing from your computer.
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Once the file is Uploaded successfully, it will appear on the page.
If you want to delete the file (In case you have uploaded the incorrect file) just click on the delete icon to remove it.
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A history section displays logs for previously uploaded files.
Step 2: Map Fields
After uploading a file, proceed to the field mapping step.
Mapping Interface:
A table is displayed with the following columns:
- Column Header
- Matching Field (dropdown menu for selecting corresponding fields)
- Status
Automatically mapped fields display as Mapped in the Status column; others display as Not Mapped.
The Continue button will remain disabled until all fields are mapped.
Step 3: Confirm Data Mapping
The third step provides an overview of the import, displaying all columns and mapped data.
Step 3: Confirm Data Mapping
The third step provides an overview of the import, displaying all columns and mapped data.
Review and confirm the mapped data before importing.
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You can either go back to the previous step by clicking the Back button or proceed further by clicking on the Confirm & Continue button to import the data in the system.
Upon confirming the import, a dropdown dialogue displays which shows the number of items ready to add and update.
Upon confirming the import, a dropdown dialogue displays which shows the number of items ready to add and update.
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You can either choose to roll back or confirm the import from this dialogue.
Clicking Rollback will take you to the first step of the import process, where the uploaded file will be available.
Clicking Confirm will initiate the import process by displaying the progress popup with a Continue Working button.
If you want to continue working, click the Continue Working button to hide the popup.
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Once the import is completed, a success popup will appear.
Displays the number of new added and updated records.
If any items have issues during the import, an error message will appear on the success popup.
Click on the error message to view the problematic entries on a separate page.
You can also download the error entries in an Excel file to fix them.
After fixing the errors, re-import the file by following the steps above.