How to import manufacturing operations to inFlow
Track manufacturing progress and costs accurately by adding operations in bulk with CSV imports to inFlow.
Please note: This feature is only available on inFlow Cloud for Web.
Creating the CSV
To begin, you’ll need to create a CSV import template. You can do this by exporting a blank template from inFlow, or you can manually add the headings to your spreadsheet.
How to export an operations CSV
- From the inFlow Homepage, click on the Main menu, then Export.
- In the Data type list, select Operations.
- Click Export and save the file on your computer.
- Open the CSV in the spreadsheet software of your choice.
Create the CSV manually
On a spreadsheet, add the following headings:
Note: You might have noticed that the headings don’t have any spaces. Leaving the headings like this will allow inFlow to read the information on the CSV faster.
Editing the operations CSV
Once you have a CSV with the appropriate headings, fill out the rows and columns starting with ProductName.
The ProductName field is a unique identifier and must be filled out. inFlow flags an error if the field is left empty.
Import field breakdown
|The name of the product(s) in inFlow that you manufacture.
Any changes to the product names in this field will cause inFlow to create a new product.
This field acts as a “unique identifier.” This means inFlow can’t have more than one product with the exact same product name.
|This acts as a category for the operation. Operations can be added to the inFlow settings or added to the CSV template and created by import.
|This is for tracking fees that are associated with the particular operation.
This field is helpful for tracking costs if the operation is outsourced and you’re charged on a per-unit basis.
|This is to track the hourly rate to manufacture for a specific operation.
For example, the hourly rate for labor and applicable fees.
|Enter the time in seconds for how long this operation should take.
This field holds up to 4 decimal points for precise time tracking.
Estimated duration and Per-hour costs are used to calculate the cost for the specific operation.
|This field is where you can add written instructions for how to assemble the components in the bill of materials.
This field accepts HTML links also.
Adding multiple operations for a product
To add multiple operations, copy the product name to another row and fill out the remaining columns on that row.
The order the operations are listed in will be the order of the operations will be listed in the Manufacturing tab of the product record.
Note: at the moment, there isn’t an option to change the order of operations. You can reimport the CSV file to change the display order.
Importing to inFlow
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 Operations.
- Below, select the CSV file from your computer, 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 Import.
- A confirmation message noting that your import is in progress will be displayed. You’ll be emailed the import results when it’s done.