Import and Export

Bring data in, export results out, and work with Excel or CSV files safely.

Export data

Export inventory data to Excel or CSV, choose where to save or share it, and understand the Products sheet and Transactions sheet. Use this page for the current steps, requirements, and follow-up notes.

March 13, 2026

Import locations

Add many storage places at once from Excel or CSV. Use one clean, unique location name per row before confirming the import.

May 7, 2026

Import products

Use Import products when you are starting a new inventory from an Excel or CSV product list. Existing inventories should use Import & Update Products instead.

May 6, 2026

Import transactions (entries)

Import stock entries from Excel or CSV when you need to add many transaction rows at once. Match each row to an existing product before you confirm.

May 4, 2026

Import/update products in batch

Use Import & Update Products to update existing products and add new products from an Excel or CSV file without deleting unmatched products.

May 4, 2026