If you want to migrate your inventory data to Refrens from any platform OR if you want to add multiple inventory items at once, you can do that easily with our “Bulk Upload” feature.
Let’s see how!
Step 1: Go to Accounting > Inventory
Firstly, navigate to your inventory dashboard from the sidebar. Then under the “Add Item” dropdown, go to “Bulk Upload” as shown below.
Step 2: Download Sample CSV file
After you click on “Bulk Upload”, a pop-up form will like the one below will open up:
Before uploading your CSV file, we recommend that you download the sample format first to upload your inventory items without any errors.
Your sample CSV file will look like this:
Step 3: Fill up the Sample CSV file
Now just fill in all the inventory data in the respective columns. This includes item name, SKU, currency, cost price, sell price, GST rate, HSN, and the initial stock quantity.
You will also see a column called “Is Stock Managed”. If you want to auto-update the stock of a particular item when an invoice/expense is created, write “TRUE” in this column for that particular item. Otherwise, write “FALSE”. (Learn more on how auto-update inventory works)
STEP 4: Upload the CSV file
Once you are done adding all your inventory data to the CSV file, just click on "Choose File" and then hit “Upload File”.
In case your uploaded file contains invalid data, the system will show you an error report. You can download this report to see what errors are there in your CSV file, and re-upload the same after rectifying the errors.
Once your bulk upload is done, you will also receive a confirmation email.
(Note: Do keep in mind that uploaded items will take several minutes to reflect in the system. So unless you receive an error message while uploading, do not re-upload the CSV file again.)
In case you still have any questions, feel free to get in touch with our support team!
That's it! Bulk uploading inventory items is that easy!