Add many articles from a spreadsheet

Prepare the spreadsheet

1. Open Inventory, select New Article, then select Bulk Upload.
2. Choose Excel or CSV and select Download Template. Keep the template's column headings.
3. Add one article per row. Give every article a unique article number and a name. Fill the other columns when they apply.
4. For Excel, place embedded images in the first column. CSV files cannot include images.

Names entered for new categories, subcategories, units and projects are created during the upload. A subcategory needs its category in the same row.

Validate and create the articles

1. In Bulk Upload Articles, keep the file type set to Excel or change it to CSV to match the file.
2. Select Click to browse or drag the file into the dialog.
3. Select Validate File. The preview counts rows that are ready, need review or are duplicates.
4. If any row has an error, select Download row errors if you want to save the reported row numbers and messages. Correct the spreadsheet, select Remove file (the X), choose the corrected file and select Validate File.
5. When every row is ready, select Create Articles. The dialog closes after the articles have been created.

Why is Create Articles unavailable?

You need a clean validation preview. Fix every row error and duplicate article number, select Remove file (the X), choose the corrected file and select Validate File.

What if an article number already exists?

Use a different article number. If an archived article already uses that number, restore that article or choose another number for the new article.

Which file should I use?

Use Excel when rows need embedded images. Use CSV for text-only imports. Download a fresh template after switching the file type so its columns match the selected format.