You can import data to inFlow Cloud, but first you’ll need a file! This guide will show you all you need to know about importing to inFlow
Import file
The file should be a .csv file (spreadsheet). You can take a look at the example files at the bottom of this article to see how it might look like. If you want to format your own spreadsheet for importing, please see the following for how to do so:
- Creating a file for product details (product name / description / prices) import
- Creating a file for stock levels (product name / quantities / locations) import
- Creating a file for purchase orders / sales orders import
- Creating a file for vendors / customers import
- Creating a file for bill of materials (BOM) import
- Creating a file for reorder settings import
- Creating a file for product image import
It’s not possible to have one file containing all of the above at a time, so depending on what type of data you’re looking to import, please select the corresponding article for further detail.
Are you thinking of using an integration with inFlow? Before you import products and other information you might want to make sure your product names match your other system. Check to see if you can export a csv from your other system and you can use that to create new products in inFlow.
Other resources
Here are some example files available for download if you’d like to use a template or try an import yourself:
Windows
inFlow Cloud for Windows
If you have your import file ready to go, read on for how to import your file to inFlow.
To import through inFlow Cloud for Windows:
- Click Main Menu > General > Import Data.
- Select the data type at the top of the screen.
- Click the Browse button to select the file you’d like to import then click Next.
- In this screen match the inFlow field name to the right column in your file by selecting it from the drop down list (see screenshot below).
- Once you’re satisfied with your matches, click Next.
inFlow will import your the data from your file and let you know what has been updated!
You will have to close your CSV file to allow inFlow to import your document.
Video
Take a look at this video for a guide on how you can import Product details and Stock levels to inFlow Cloud.
Web
inFlow Cloud for Web
If you have your import file ready to go, read on for how to import your file to inFlow.
- Click on Main Menu > Import.
- In the Data type drop down menu, select the type of data you’ll be importing to inFlow.
- Click Select file to pick the csv file from your computer that you’d like to import, then click Next.
- A preview of your import file will appear and will let you know how many line products you have in your file.
- To edit the mapping of csv columns to inFlow fields, click on Edit data mapping.
- Match the inFlow fields on the left, to the fields in your csv file that are in the drop down menus.
- Once you’re satisfied that all the fields you need match, click Next.
- A confirmation message noting that your import is in progress will display. Once the import is complete, the team member who started the import will receive an email with the results.
If you need to import a file that uses semicolons as the decimal separator, or if you’re using a CSV file that doesn’t have headers, please import your file in inFlow Cloud for Windows to select these additional options.
Video
Other resources
Here are some example files available for download if you’d like to use a template or try an import yourself:
Having trouble importing? Try the steps in our troubleshooting importing problems article.