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.

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