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Setting up Basic Inventory via CSV import

How to set up the initial inventory for Basic Inventory via a CSV file

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Written by Ashok P

If you have enabled Basic Inventory, you can specify multiple or all products in your catalog as inventory-tracked items via a CSV file.

The following is the workflow to specify products as inventory-tracked items.

1/ Cloud will let you export all products in your catalog to a CSV file using the Export products workflow.

2/ In the “Quantity on Hand” column of the downloaded CSV, you will need to specify the products' initial on-hand quantity. Cloud will consider products with a quantity value in the “Quantity on Hand” column as inventory-tracked items.

  • You can import up to 3000 products at a time. If you have more than 3000 products, split the file into multiple CSV files, each containing no more than 3000 products.

  • You don't have to specify the on-hand quantity for all products. You can leave the Quantity on Hand column blank if you don't want the product to be treated as an inventory-tracked item.

  • The Import products workflow will consider the products in the updated CSV file as “Matched products” rather than “New products," so there will be no duplicates in the catalog.

3/ Import one or more CSV files (3000 per file) using the Import products workflow.

The following are the instructions.

1/ Go to "Inventory" in the left navigation menu.

2/ Click "Import" on the "Inventory enabled!" banner or at the top of the inventory table.

3/ Read the import instructions in the modal and click "Download products as a CSV file."

4/ In the downloaded CSV file, specify the values in the "Quantity on Hand" column.

  • You may need to do this in multiple CSV files if you have more than 3000 products.

  • Before updating the on-hand quantity, you can filter the rows in the file by brand, supplier, and category.

5/ Once the CSV file(s) are ready, click the "Upload or Browse" box in the modal and import the first file.

6/ Click "Next" multiple times to complete the Import products workflow.

7/ If you have multiple files, repeat steps 5 and 6.

You will see all products for which you specified a value in the "Quantity on Hand" column on the Inventory page.

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