You can import data to inFlow Cloud, but first you’ll need a 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 (item name / description / prices) import
• Creating a file for stock levels (item 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

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.

Importing

If you have your import file ready to go, read on ahead for how to import.

To import through desktop:

1. Click Main Menu  > General > Import Data.
2. Select the data type at the top of the screen.
3. Click the Browse button to select the file you’d like to import then click Next.
4. 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).
5. Once you’re satisfied with your matches, click Next.

To import to inFlow Cloud for Web:

1. Click on Main Menu> Import.
2. Select the data type that you’ll be importing.
3. Click Select file to select the csv file you’d like to import, then click Next.
4. Select the option you need from the When Importing Inventory section.
5. Under Basic, match the inFlow fields to the left, to the fields in your csv file that are in the drop down menus.
6. Once you’re satisfied with your matches, click Next.
7. 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.

Other resources

Here are some example files available for download if you’d like to use a template or try an import yourself:

• Sales Order Example File
• Purchase Order Example File
• Product Details Example File
• Stock Levels Example File
• Customer Example File
• Vendor Example File
• Bill of Materials Example File

Having trouble importing? Try the steps in our troubleshooting importing problems article.