View instructions on how to import data into Inventory Planner, or view step-by-step instructions below related to Vendors and Catalog Attributes.
To add new vendors, vendor contact information, payment terms, and other vendor-specific information, use the Catalog.
All the information mentioned in Creating new vendors can be imported.
Of these fields, only the name is required for import. All other fields are optional.
To import vendor information, go to Catalog > Vendors. At the bottom of the screen, click Import > Vendors.
To upload variant catalog details for a vendor, go to Catalog > Vendor Attributes. At the bottom of the screen, click Import > Vendor attributes.
In either case you will see the available columns listed at the bottom of the import section, as well as an option to download a CSV template.
Once you've prepared your CSV file, upload it to Inventory Planner by dragging it into the upload area or clicking the upload area to search for it.
Once you've uploaded it, click "Map columns" to proceed. You'll be taken to a page where you can map the columns in your file to their relevant Inventory Planner field.
Once you've mapped all your columns, click "Import".
Inventory Planner will process the file. Once the file is processed, you will be presented with a summary of the changes made and a list of any errors that were triggered.
You will then see an import summary screen that will confirm changes or if any errors were experienced during the import.
Importing cost prices
Importing minimum order quantity types (MOQ types)
When importing minimum order quantity types for a vendor, the supported types are listed in the table below. The code is case-sensitive.
Type | Code in file |
Disabled | none |
Variants | variant |
Products | product |
Purchase orders | po |