Import Inventory Levels and Statuses

When your need your Oro application and other systems (like asset management and accounting software) to exchange and synchronize product inventory information, you can transfer the inventory data from and into the Oro application in the .csv format.

Hint

This section is part of the Data Import concept guide topic that provides guidelines on import operations in Oro applications.

Inventory Statuses and Levels

Import File option helps import the product inventory statuses (In Stock, Out of Stock, or Discontinued) and levels (quantity and unit) for the warehouses using the .csv file that follows the inventory details data structure.

Example of inventory levels bulk import template

SKU	Product	Inventory Status	Warehouse	Quantity	Unit
product.1	Product Name	In Stock	First Warehouse	50	kg

Hint

• Inventory status should be In Stock, Out of Stock, or Discontinued.

• The warehouse and unit should be created before the inventory levels import.

To import a bulk of inventory levels or statuses:

1. In the main menu, navigate to Inventory > Manage Inventory. The inventory levels list opens.

2. Click Import File on the top right.

3. In the Import dialog, click Choose File, select the .csv file you prepared, and then click Import File.

Note

Ensure that your .csv file is saved in the Unicode (UTF-8) encoding. Otherwise, the content of the file can be rendered improperly.

4. Click Download Import Template to download a sample .csv file with the necessary headers.

5. Prepare data for import: Based on the downloaded file, create your bulk information in the .csv format. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.

6. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

7. Launch import: After successful validation, click Import File.

8. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. An email message with the import status is also delivered to your mailbox.

Follow the on-screen guidance for any additional actions. For example, select one option for the inventory template: a) inventory statuses only or b) detailed inventory levels.

Inventory Statuses Only

Import File option helps import the global product inventory statuses (In Stock, Out of Stock, or Discontinued) using the .csv file that follows the high-level inventory details data structure.

Example of inventory statuses bulk import template

SKU	Product	Inventory Status
product.1	Product Name	In Stock

Note

Inventory status should be In Stock, Out of Stock, or Discontinued.

The inventory status import process is similar to the inventory level import.