FAQ# 2132: How do I import inventory into Stock Manager?

Answer

Stock manager uses a delimited .CSV format which can be edited in excel for its import files. The easiest way to create a template for an import is to actually perform an export from the software in order to generate a .CSV in the correct format.

Creating an export:

• File > Export Inventory > Full File

Creating the import:

• Edit the rows with the correct information
• Avoid any commas or quotations in any of the fields
• Save the file
• If you're prompted that some features will be lost if you save as a CSV (Comma delimited). Click Yes to keep the format.

Importing the file:

• File > Import Inventory
• Click Browse and locate the saved .CSV for the import.
• Once the import is selected, click Test File
• There should be a preview for the file output created showing any errors in red.
• Click Import to complete the process.