Articles in this section

Preparing to Import Item Inventory (Classic Items)

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.

Accessing the features mentioned in this article


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 Items, Classic Products, or both?

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

 

Item Inventory Import Overview

Back to top

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

Back to top

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 >

 

 

Related articles