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Locate: Inventory > Import
Prerequisites:
- Admin permission to manage Inventory.
- Your account must have access to items (Inventory > Items), which is a key feature of our classic version of Checkfront.
- This feature is not yet supported with products (Inventory > Products), which is a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
If you have a large volume of inventory items, but don't have the time to enter them into your system one by one, then you can instead import a .csv file directly into your Checkfront account.
This is a spreadsheet similar to those you may have used for accounting purposes in the past, or maybe still do. You can create a .csv file using Microsoft Excel on a PC, or Numbers if you are on a Mac.
There are other programs you can use to create these files too, but these are the main ones you are probably already using.
Preparing your data for import is easy. You don't need to worry about your information importing into the wrong database fields, as there is a built-in mapping feature which we'll look at in a moment.
Create a column in your spreadsheet for each field of data that needs to be entered in the Checkfront database. These columns will be labelled Name, SKU, Price... and things like that.
You can label the columns however you wish, just make sure it's clear to you what each column of data contains, as you'll need to know this during the mapping process. The spreadsheet should also include columns for any custom parameters you have created.
Here's an example of what your final spreadsheet might look like when ready for import.
Import Inventory: Importing items to Checkfront >