Import your data to Inventory Planner.
- In Inventory Planner click Account -> Import, Which is found on the left of the platform.
- Select the type of information to import.
- Download the Template CSV, or Create a spreadsheet with one column for each field of data to import. Include a column title in the first row.
- In the pop-up dialog, select your spreadsheet containing information to import.-Match the field name in Inventory Planner to the column title in your spreadsheet for the corresponding information.
- Click Import.
- After the import completes, there will be a summary of changes made and noting any errors.