How do I import data to inFlow Cloud?

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:

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.

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:

  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.
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inFlow will import your the data from your file and let you know what has been updated!

How’sYou will have to close your CSV file to allow inFlow to import your document.

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.

Video

Take a look at this video for a guide on how you can import Product details and Stock levels to inFlow Cloud.

inFlow Tutorial 2: Importing to inFlow | 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.

  1. Click on Main Menu> Import.
  2. In the Data type drop down menu, select the type of data you’ll be importing to inFlow.
  3. Click Select file to pick the csv file from your computer that you’d like to import, then click Next.
  4. Match the inFlow fields to the left, to the fields in your csv file that are in the drop down menus.
  5. Once you’re satisfied that all the fields you need match, click Next.
  6. 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.

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.

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