The Inventory Upload CSV tool allows you to update inventory quantities for multiple SKUs simultaneously. This feature is essential for maintaining accurate stock levels during physical counts or warehouse reorganizations by processing updates in bulk.
Common Use Cases
- Initial Inventory Setup: Load stock levels when first configuring a Warehouse.
- Physical Inventory Counts: Update bulk inventory levels after a manual stock count. Best practice: Use the Cycle Count feature to automate stock-taking and reduce manual errors.
- Add Initial Lot Information: Add product lot information to specific Warehouse Locations. Note: Lots must already exist in the system and can only be added during the initial inventory upload for a SKU in that location. To do this add a column to the end of the CSV titled Lot.
Prerequisites and Limitations
- User Permissions: Your user profile must have Inventory Upload: Create enabled.
- Account Types: Only 3PLs and Brand Accounts can use this tool. 3PL clients cannot perform inventory uploads because stock is managed at the 3PL level.
Limitations
- File Size: CSV files are limited to 1,000 rows. For larger updates, split the data into multiple smaller files.
- Location Properties: You cannot change location settings (e.g., toggling a location as sellable) via CSV. Solution: Use the Creating and Managing Warehouse Locations page.
- Product Creation: This tool does not create new SKUs. You can create products using the Bulk Edit tool.
Inventory Upload CSV Template
Your CSV file must contain these five fields in the exact order listed. Header names must match the table below to prevent processing errors.
| Column Name | Description/Action |
| SKU | The unique identifier for the product. |
| Action |
Change: Adds or subtracts the quantity from the current level. Replace: Sets the inventory to the exact quantity listed. |
| Quantity |
For Change: Units to add or subtract (use negative numbers for subtractions). For Replace: The new total stock level. |
| Location | The specific Warehouse Location being updated. |
| Reason | An internal note explaining the inventory adjustment. |
Mac users: To ensure compatibility, save your file using the Windows Comma Separated (.csv) format in Excel.
Step-by-Step Instructions
- Navigate to the Inventory > Inventory Upload page.
- Click the Upload CSV button in the top right corner.
- Download the provided template if you do not have one prepared.
- Prepare your data, ensuring only the SKUs needing updates are included.
- Select the Customer Account (for 3PLs) and the specific Warehouse (for multi-warehouse accounts).
- Upload your file and monitor the Batch Processing screen.
Critical Processing Rules
- Mixed Actions: Do not use both Change and Replace for the same SKU in one file. This causes unpredictable results as rows are not processed in sequence.
- One Line Per Update: Use separate rows for different Warehouse Locations, even for the same product.
- Negative Values: Negative numbers are prohibited when using the Replace action.
- Case Sensitivity: Both column headers and SKUs are case-sensitive.
Monitoring Results
Each upload is assigned a Batch ID. You can track the status of individual rows:
- Success: The inventory has been updated.
- Error: The update failed. Download the Load Errors file to see the failure reason (e.g., Missing Location).
Inventory updates are permanent and appear in Inventory Change Logs. Always test with a small file of 1-2 items before performing a warehouse-wide update.
Troubleshooting
Products Still Show as "Enqueued"
- Navigate to Inventory Inventory Upload.
- Locate the specific Batch ID containing the enqueued rows.
- Click View on the far right of the row.
- Identify the enqueued rows and click Retry.