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Preparing to Import Item Inventory (Classic)

Read this introduction to importing item inventory, including preparing the spreadsheet for import.

To learn more about the functionality of item Inventory Import, please read the entire series of articles accessed at the side and bottom of this page.

Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.


Where can I find this feature using the top menu?

Inventory > Import

What more do I need to use this feature?

  • Admin permission to manage Inventory.

Which Checkfront version supports this feature - classic, new or both?

  • Your account must have access to items (Inventory > Items), a key feature of our classic version of Checkfront. 
  • This feature is not yet supported with products (Inventory > Products), a key feature of our newest version of Checkfront. 

 

Products

New to Checkfront - Products ✨

With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).

Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.

 

Item Inventory Import Overview

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If you have a large volume of inventory items but don't have the time to enter them into your system one by one, you can import a .csv file directly into your Checkfront account.

This spreadsheet is similar to those you may have used for accounting purposes 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, but these are the main ones you probably already use.

 

Preparing your spreadsheet for import

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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 into 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.  

 

Inventory Import Spreadsheet

 

 

Importing Item Inventory to Checkfront >

 

 

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