Inventory Planner

Importing data into Inventory Planner

Importing the stock history and stockouts

Add more sales order to your Inventory Planner account if your connected platform is missing historical sales information.

Importing additional sales history

Exporting data from Inventory Planner

Aly Sams

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Information on importing and exporting data from your Inventory Planner account

Importing and exporting

Inventory Planner status page

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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