Inventory Import CSV Breakdown and Bulk Update

Yes! When you have many edits or additions to make to your inventory, the best way to do that is to export your inventory to CSV, make the changes in Excel (or another spreadsheet program), and then re-import it back into our application.

The buttons for exporting and importing are located in the Inventory Modules button at the top right of the Inventory page:

Your CSV file will look something like this when you open it in Excel:

Here are some helpful tips:

1. Unless you've exported your inventory from our software and it's an existing product (already in your current inventory), the 'id' column should be left blank.

2. If you are adding items with quantity, make sure the 'maintain_stock' column is set to TRUE.

3. If the item is taxable, make sure the 'taxable' column is set to TRUE.

4. If you are using product categories, make sure those categories have been created in our software before you import the inventory.

5. If using Big-Chain: You can leave the 'quantity' column blank, but make sure to fill out the individual location's quantity on the CSV.

6. Don't use the $ symbol when filling out cost and price.

7. If your UPC codes are long, make sure that Excel isn't shortening them using scientific notation prior to importing.

8. If delete is TRUE and there is an id that matches, that product will be deleted completely.

9. The name of the product should be unique.

10. Additional fields are listed for Big Chain accounts and can be seen by exporting the current inventory.


Do not edit the values in the id column! Inventory items that are already in the system will have a unique value that our software has generated. Leave that value blank for items that are brand new.

This is the main name of the item. This is a required field.

This describes the item in more detail. This field is searchable. This is a required field.


This is used if you wish to have our program keep track of the item's quantity, so if 1 out of 3 items are sold, the software will adjust the quantity to 2.

How many you currently have in stock. Make sure that you have maintain_stock set to TRUE if you're tracking quantity for the product. If you leave this blank, it will default to 0 on any items marked  for maintain_stock set as TRUE.  

You can set this to "used" or any other condition you wish. This is useful if you're purchasing from the public and refurbishing/re-selling items and need to track which are new and used.

Use warranty_template_id column to update warranties attached to products.

This is system driven and shouldn't be edited unless you specifically need to.


This is system driven and shouldn't be edited unless you specifically need to.


Allows you to set which page of the POS system the item will be assigned to. Adding a lower number here will also have the item appear first in the default list.


Set this to TRUE to disable an item in inventory, set to FALSE to show the item in inventory.


This number will specify how low of a quantity you want an item before it is considered "low stock." This is useful in Purchase Orders.


Marking this TRUE or FALSE will mark apply/not apply your tax rate to the item when it is sold.


This is a searchable code that can be typed or scanned. You can either make one up or use the items existing UPC code.


ignore this


If you have a discount inventory item, what percent is it?

 If you have an existing warranty template (Admin > Warranty Templates), you can copy the number from the URL when you edit the template, and paste it here to apply that template to an inventory item. Information on warranty templates are found here: Warranty Template Knowledge Base article


The ideal amount of QTY you'd like the inventory to be at. This is helpful for re-ordering stock.

Notes can be applied if an item has any special information that needs to be on record. These notes are visible from the product detail page but are not visible in other locations.

You can add multiple tax rates in Admin > Invoices > Tax Rates. You can edit any of your tax rates and copy the numeric identifier from the URL on the edit page and place it here to apply that tax rate.

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Ignore this

Select TRUE if you want the item to be serialized, FALSE if you don't. If you make a product serialized you can not later mark the product as FALSE.

This description is used in conjunction with the WooCommerce integration and is not visible as a template tag within the software.

Set to TRUE if you would like to make an item a One Time Use item. Information of one time use inventory products are found here: One Time Use Inventory KB

Set to TRUE if you wish to permanently delete an item. This is not recommended, we recommend you disable items.

The amount you are selling this item for.

The amount this item cost you.

If you have enabled the wholesale pricing feature you can set a secondary retail price for a product.

 If you had added categories, or wish to categorize your inventory with the default categories, type which category the inventory should go into. Note: You can edit/view categories in Admin > Inventory > Preferences.


Head over to your Admin > Vendors page and copy the vendor name into this field. If you have vendors applied to your inventory, you can easily create and submit Purchase Orders.


Serial numbers go here for each product

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