Loading products using CSV

Overview

You can load products into a new inventory document using a CSV file. The CSV can come from any source, as long as it includes the required columns. Additionally, other details can be set using optional fields listed below.

Note: CSV imports are limited to 500 lines. Contact us if you need to import more.

How-to

Templates

• Basic - Lightning Inventory import template.csv
• Full - Lightning Inventory import template.csv

 

To import CSV

1. Download a csv template

2. Enter the code (SKU or barcode) and quantity for each product you want to adjust.

3. Start a new inventory action (e.g. adjustment or transfer).

4. Go to Import > CSV and select your file.

5. Products will be loaded into your document.

Any products that could not be matched will be shown as errors above the product list.

CSV fields

At a minimum, the CSV must contain the following columns:

code	Required	The SKU or barcode of the product to adjust. If code is not present, the system will try to match against a sku or barcode
quantity	Required	The quantity to adjust the inventory level by.
operation	Optional	Determines how the quantity will be applied to the inventory level. Valid for Inventory Adjustments only - ignored for all other types set (default) – Sets inventory level to the quantity. add – Adds quantity to current inventory level. subtract – Subtracts quantity from current inventory level.

Optional fields

You can set other transfer details with additional columns

method	How the transfer will be executed.   instant (default) – Sets inventory level to the quantity. send_receive– Adds quantity to current inventory level. See more on methods  Internal Transfers - Methods Supplier Receipts - Methods
origin	Unique ID for the origin location - Visible when selecting a location in a new document
destination	Unique ID for the destination location - Visible when selecting a location in a new document
supplier	Unique ID for the supplier - Visible when selecting a location in a new document
reference	Free text reference for the document
note	Free text note for the document
tags	List of tags separated by a comma. Example: tag,warehouse,restock
shipping_date	ISO8601 formatted data time
shipping_tracking	Free text tracking number for shipping
shipping_carrier	Free text shipping carrier name

Important

• CSV imports are limited to 500 lines. Contact us if you need to import more.
• Multiple CSVs can be imported into a single document. New imports are merged with existing data—they do not overwrite it.
• If the same product appears multiple times in a single CSV, the quantities will be summed.

• For Inventory Adjustments:

  • The first operation found for a product is used and will not be changed by later rows.

  • If a product appears again in another CSV with a different operation, the quantity will be summed, but the original operation will remain unchanged. 

  • Be sure to check your quantities and operations carefully before executing.