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Import Data in Bulk from a Spreadsheet (CSV)
Import large lists of data into Zenventory at once, for Customer Orders, Items, Purchase Orders, Transfer Orders, Suppliers, Bill of Material, and Shipments.
Why import instead of entering records by hand
Importing brings data into Zenventory in bulk, instead of entering records one at a time through the screens. You upload a CSV file, map its columns to the fields Zenventory expects, and Zenventory creates or updates all of those records at once.
This is useful any time you have more data than makes sense to enter manually, for example:
- Loading your full item catalog when you first set up Zenventory
- Bringing in a backlog of orders from another system
- Adding a supplier’s entire catalog of items at once
- Recording a batch of shipments that happened outside Zenventory
Two ways to import:
For the exact columns each import needs, what’s required, and how to handle specific situations, see the articles below.
Field reference and how-tos by import type:
- Items import: required fields and how to create or update items
- Customer Orders import: required fields and how to create or update orders
- Purchase Orders import: required fields and how to create purchase orders
- Transfer Orders import: required fields and how to create transfer orders
- Suppliers import: required fields and how to create or update suppliers
- Bill of Material import: required fields and how to add or remove kit and assembly components
- Shipments import: required fields and how to record tracking and carrier details