How to Make a CSV File and Upload It to Itemcount Using Import CSV
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Sales Itemcount

Created Dec 14, 2023

How to Make a CSV File and Upload It to Itemcount Using Import CSV

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How to make CSV file.

30 Steps
1

Go to inventory items.

Go to inventory items.
2

Click on Import CSV at the top of the right side.

Click on Import CSV at the top of the right side.
3

This is the details page of the csv file; some fields are required, while others are optional.

This is the details page of the csv file; some fields are required, while others are optional.
4

Click on Download example to get your own example for your guide.

Click on Download example to get your own example for your guide.
5

This is the data you may obtain after downloading the sample, which is a csv file.

  • NOTE: The following areas must be filled out: SKU, name, type, category, count, unit, market item?, and should track? Not stated are optional.

This is the data you may obtain after downloading the sample, which is a csv file.
6

Stock-keeping unit (SKU), item alias, and name can all be the same, but to avoid errors, design a sku that combines letters and numbers so that it does not contradict your existing goods.

Note: You can leave the Item Alias field blank or make it the same as the item name or sku.

Stock-keeping unit (SKU), item alias, and name can all be the same, but to avoid errors, design a sku that combines letters and numbers so that it does not contradict your existing goods.
7

Type: "finished-goods""raw-material""consumable""service-and-repair"You have the option of selecting the type of item.

Note: Every type name must begin with a small letter.

Type: 
"finished-goods"
"raw-material"
"consumable"
"service-and-repair"

You have the option of selecting the type of item.
8

In each item, you may create your own category. It will be added to your category list.

In each item, you may create your own category. It will be added to your category list.
9

You can enter the cost and price of the item, but if you don't know, simply input zero (0).

Remember that leaving the field blank will result in an error, therefore enter Zero (0). and Numbers should not be separated by commas (,) to avoid error.

You can enter the cost and price of the item, but if you don't know, simply input zero (0).
10

The term count refers to the overall quantity of the product. If it doesn't have quantity, put Zero (0).

Remember that leaving the field blank will result in an error, therefore enter Zero (0).

The term count refers to the overall quantity of the product. If it doesn't have quantity, put Zero (0).
11

It is the unit of measurement for an item. Simply put the abbreviation. (click on this link to see the unit of measurement)

It should be noted that not abbreviating a unit of measurement might lead to errors.

It is the unit of measurement for an item. Simply put the abbreviation. (click on this link to see the unit of measurement)
12

Market item signifies it will be sold and should be tracked to see whether it can add or deplete item quantity. Simply type YES or NO.

A reminder that the letters YES and NO can be capitalized.

Market item signifies it will be sold and should be tracked to see whether it can add or deplete item quantity. Simply type YES or NO.
13

This is optional; you can provide the item's barcode or image link.

This is optional; you can provide the item's barcode or image link.

Import csv

14

if you would like to continue with the csv upload. Click on Next Step.

if you would like to continue with the csv upload. Click on Next Step.
15

Upload your completed csv file here.

Upload your completed csv file here.
16

This is the information display that appears when you upload the file.

This is the information display that appears when you upload the file.
17

Click on Next Step

Click on Next Step
18

Match your columns by clicking the option in each column header.

Match your columns by clicking the option in each column header.
19

Click on Next Step

Click on Next Step

The first error scenario arises.

20

If there is a mistake or if you leave any rows blank, you will see this.

If there is a mistake or if you leave any rows blank, you will see this.
21

To discover which columns have mistakes, select only show columns with errors and comments.

To discover which columns have mistakes, select only show columns with errors and comments.
22

This is the column in your csv with an issue. Once corrected, return to the csv upload.

This is the column in your csv with an issue. Once corrected, return to the csv upload.

The second error scenario arises.

23

As you can see, all of the columns have been matched, and all of the rows are correct. It is now ready for upload.

As you can see, all of the columns have been matched, and all of the rows are correct. It is now ready for upload.
24

Importing your data.

Importing your data.
25

It will occur if there is a missing field or an inaccurate term in the csv, therefore double-check your csv.

Note: This will appear if you used the complete name instead of an abbreviation or if you separated those numbers with commas (,).

It will occur if there is a missing field or an inaccurate term in the csv, therefore double-check your csv.

To finish the transaction, review and update your csv.

26

As you can see, all of the columns have been matched, and all of the rows are correct. It is now ready for upload.

As you can see, all of the columns have been matched, and all of the rows are correct. It is now ready for upload.
27

Click on Import Data

Click on Import Data
28

Please wait while your data is imported.

Please wait while your data is imported.
29

Once you have finished importing your data, successfully imported will appear.

Once you have finished importing your data, successfully imported will appear.
30

Close the window when you're finished.

Close the window when you're finished.
Well done!
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