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How to update your products with CSV imports

When getting started in inFlow you might find that you’ll be filling out your product information as you go. You can update your product records one by one, but if you’d like to make changes in bulk, then re-importing your product details to inFlow is the quickest way to do that. This can be done in 3 steps

  1. Exporting from inFlow
  2. Editing the CSV
  3. Re-importing to inFlow Cloud

Windows

Importing with inFlow Cloud for Windows

Step 1 – Exporting from inFlow Cloud

  1. Go to Main Menu >General > Export data.
  2. Select Product Details from the Data type section drop down menu. (This file will contain information you can get from the product info page, like Price, Cost, Unit of Measure, Barcode etc.)
  3. Click Browse to choose where you’d like this file to be saved.
  4. Click Export.

Step 2 – Editing the CSV 

  1. Open the csv that was exported from inFlow Cloud.
  2. Find the columns where you want to make changes.
  3. Save the csv file.

Step 3 – Re-import to inFlow Cloud

  1. Go to Main Menu > General > Import data.
  2. In the Data type drop down menu select Product details.
  3. Click Browse to locate the CSV from your computer.
  4. Click Next.
  5. Match the fields to the left (inFlow fields), to the fields in the drop-downs (the CSV fields.  Example: Match the Barcode inFlow field with the Barcode field in the drop down menu)
  6. Click Import when the fields you want to update all match. 

From here the import will run in the background, and later you’ll be emailed when the import is complete.  When it’s complete you will see a message mentioning how many lines have been updated. Each line item represents each line on the product details csv.

Webinar: Updating Products with CSV Imports

Web

Importing to inFlow Cloud for web

Step 1 – Exporting from inFlow Cloud

  1. Go to Main Menu > Export data.
  2. Select Product Details from the Data type section.  This file will contain information you can get from the product info page, like Price, Cost, Unit of Measure, Barcode etc.
  3. When your csv is ready a window will pop up asking you where you want to save the csv file. Then click Save.

Step 2 – Editing the CSV 

  1. Open the csv that was exported from inFlow Cloud.
  2. Find the columns where you want to make changes.
  3. Save the csv file.

Step 3 – Re-import to inFlow Cloud

  1. Go to Main Menu > Import data.
  2. In the Data type drop down menu select Product details. The click Select file to upload your csv to inFlow, then click Next.
  3. A preview of your product details will appear. If you would like to edit the way the fields are mapped from your spreadsheet, click Edit Data Mapping.
  4. You can then match the fields to the left (inFlow fields) with the fields in the drop-downs (the CSV fields.  Example: Match the Barcode inFlow field with the Barcode field in the drop down menu)
  5. Click Next when the fields you want to update match.
     

From here the import will run in the background, and later you’ll be emailed when the import is complete.  When it’s complete you will see a message mentioning how many lines have been updated. Each line item represents each line on the product details csv.

Webinar: Updating Products with CSV Imports

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