V9 - Import data
Importing data to SOS Inventory requires that the uploaded data be submitted in a format that the system can read. Be sure to use the appropriate SOS Inventory data export file, and observe the general rules for bulk editing data, as well as those for the data type you wish to import.
The content in this article is a general overview of the import process. Refer to Data export/data import (bulk editing) for specific information about the type of data you wish to import.
Kinds of importable data
SOS Inventory currently accepts the following data for import. Click on the link for each type to go to the instructions for data export, bulk editing, and import.
- Items
- Customers
- Vendors
- BOMs (bills of materials)
- Price tiers
- New sales orders. Existing sales orders cannot be imported.
- New sales receipts. Existing sales receipts cannot be imported.
Steps for importing data
Follow these steps to import bulk edit data:
- Go to Tools & settings > Import data).
- On the Data import page, select your data type under the Importing dropdown.
- If you select Items from the Importing dropdown, the Data import page includes the Location and As of date fields, as shown in the screenshot below. These are important for importing quantity and value.
- If you select Items from the Importing dropdown, the Data import page includes the Location and As of date fields, as shown in the screenshot below. These are important for importing quantity and value.
- In the File field, drag and drop the Excel or CSV file containing your data—or use the File selector button to browse for the file on your device.
- Select Preview.
- If importing items from an Excel workbook with multiple sheets, you will need to select the appropriate sheet from a dropdown list in the Worksheet field before the preview data will display.
- Up to ten rows of data will appear for your review to ensure that you are importing the correct file.
- If everything in the Preview looks correct, select Import. The system will begin to process the data.
- SOS will send a notification to your Notifications list that lets you know whether the import was successful. If there is an error while importing, the notification will state "Import failed" and provide the reason for the failure. One of the common reasons for failure is column headings that are incorrect. You must keep the columns in the template and leave the headings the same, or the upload will not complete properly.
If you are unable to determine the problem, please contact Support for assistance.