Bulk Upload Inventory

The Bulk Upload tool is the most efficient way to log large shipments or migrate existing data into the system. Our platform generates a custom template for you that includes all your organization’s specific custom fields.

Getting Started

To access the bulk upload tools, follow these steps:

Navigate to the Inventory Dashboard.
Click the Bulk Upload button in the top action bar.
In the modal that appears, click “Download Template”.

Smart Templates: The file you download is dynamically generated. It includes standard columns (weight, dimensions, etc.) plus any Custom Inventory Fields you have already defined in your settings (e.g., PO Number, Container Number).

Field Mapping

The template uses specific headers to ensure data is placed correctly.

Column	Required	Description
`description`	Yes	The name of the item (e.g., `Combiner Box - Aurora Basin`).
`partNumber`	Yes	The manufacturer or internal part number.
`quantity`	Yes	Total units. Must be a whole number.
`status`	Yes	Current state: `expected`, `available`, `in_transit`, or `delivered`.
`projectId`	Yes	The name or ID of the project.
`dimensions`	-	`length`, `width`, `height` (use numbers only).
`custom.*`	-	Your specific fields like `custom.vessel_name` or `custom.PO_Number`.

Pro-Tips for Successful Uploads

Avoid Units in Cells: If an item weighs $150 kg$ , enter 150 in the weight column and ensure the weightUnit column is set to kg.
Multiple Barcodes: If an item has multiple barcodes, separate them with a semicolon (;) in the barcodes column (e.g., ABC-1:1;ABC-2:1).
Clean Data: Ensure there are no empty rows at the bottom of your CSV file to prevent processing errors.

If the projectId or clientId in your CSV does not match an existing record in the system exactly (including casing), the upload will pause to prevent orphaned data.

Roadmap: Intelligent Mapping (v2)

We are currently developing Bulk Upload v2, designed to make data entry even faster by removing the need for strict template adherence.

What’s coming in v2:

Relaxed Headers: Upload a CSV from any supplier or carrier without re-formatting it to our template first.
AI-Powered Mapping: The system will automatically detect which of your columns match our system (e.g., mapping “Serial #” to “partNumber”).
Review & Confirm: You’ll see a preview of the mappings to confirm or correct any detections the system missed.
Machine Learning: The system learns your preferences. If you manually map a specific supplier’s header once, the system will remember it and automate the mapping for every future upload from that supplier.