This article will provide a general overview on using the Bulk Importer for the Stock Module.
NOTE: If you would like to use the bulk import tool, please reach out to us in support chat and we can get that turned on for you.
To Import Stock Items in Bulk:
1. Go to the Stock > Items page, and click the "Add Bulk" button near the top right.
2. In the Import Stock Items modal that pops up, there is a link to download the Example Data File which contains the spreadsheet headers that you'll need to import your items
3. Prepare your CSV file of items to import. (See below for details).
4. Import your completed CSV.
Elements of the .csv file:
"manufacturer_id": This is the name of the manufacturer of the item. This must match exactly to the manufacturer name as it appears in Jetbuilt. For example, Extron appears as "Extron Electronics" in Jetbuilt. If you put "Extron" in the manufacturer field, it will not match to the corresponding items in Jetbuilt. Please verify that each of the manufacturers you include on this list match the corresponding manufacturers in Jetbuilt.
"model": This is the model of the item, this must match exactly to the manufacturer of the item that you want to import, otherwise the items will not import properly.
"quantity": This is the quantity of the item that you want to include.
If you aren't including serial numbers with your items, then this quantity can be 5, 10, 20, however many you need.
If the items are to be serialized, then this value should be "1" for each item that has a serial number. If the value is not "1" but a serial number is listed, that item will be imported at a quantity of "1".
"serial_number": This cell should include the item's serial number if one is to be applied to the item in Stock. If the item or items have no serial number, then this field can be left blank.
"location": This is the name of the location that the item will be imported into. This location must match exactly with the locations defined in your company's Stock Locations.
You will find a list of all your Company and Project Locations here: https://app.jetbuilt.com/stock/locations
You will need to match the text of the location you want to item to be imported to.
"position": This is the name of the position that the item will be imported to, this position must match exactly with what is listed in your Stock Locations definitions.
You will find a list of the Position that accompanies each Company and Project Location here: https://app.jetbuilt.com/stock/locations
You will need to match the text of the location you want to item to be imported to. The position cannot be blank.
Successfully Preparing the list of Items
When you are preparing your .csv file, the importer will need to match the manufacturer and model of existing items to be successfully imported.
This means that the items you are importing must either exist in a) Jetbuilt's Product Library or b) your Company database of Custom Items.
Jetbuilt's Product Library
You can check if an item exists in Jetbuilt's Product Library within Vendors > All Products. Just search for the item to confirm how the manufacturer and model number are listed in Jetbuilt.
Custom Item Library
Your Company's list of Custom Items is listed in Vendors > All Products > Custom Items. These are items that are maintained by you and your team. Any item can be added to your Company's list of Custom Items.
As a result, any item can be added to Stock, even if it is not in Jetbuilt's Product Library, if you first create a Custom Item for the item you wish to add.
Choosing the Item Currency
Each import file must be of one currency. All items in the file must be of the same currency, and you can define that currency in the bulk import modal.
If you would like to import items in multiple currencies, you will need to set up one import sheet for each currency.
Choosing the file to Upload
Once you have prepared your .csv, then you can simply choose the file you wish to upload, and add it on the "Import Stock Items" modal:
There are multiple aspects to integrating Stock into the Jetbuilt ecosystem. A little time upfront preparing your .csv will be well worthwhile in helping to make a smooth transition of your physical items.
Receiving Errors by Email
After the file finishes importing, you will receive a completion email.
If there are any elements not found when the file imports, those elements will be emailed to you as errors. If there is an 'error' in the uploaded .csv, all rows without errors will successfully import.
The row with the error will not import. You will want to review the received errors, then correct those elements, and re-import only those rows whose errors you corrected.
Hope this helps! Any questions, don't hesitate to reach out to us here in Support Chat!