Importing from a Spreadsheet

Already tracking your inventory in a spreadsheet? Import it directly instead of re-entering everything by hand.

Download the template

1. Open Inventory.
2. Open the import dialog (from More on the Inventory page).
3. Click Download template CSV.

The template’s columns are:

Column	Meaning
name	Item name (required)
category	Category
model	Model name/number
description	Free-text description
primary_folder	Top-level folder the units go into
subfolder_level1	Nested folder under the primary folder (optional)
subfolder_level2	Nested folder under level 1 (optional)
subfolder_level3	Nested folder under level 2 (optional)
quantity	How many units to create
condition	Condition of the units
cost	Purchase cost per unit
serial	Serial number (single-unit rows only)
notes	Free-text notes
owner	Blank for company items; an individual’s email or name to record the units as their personal items

An owner is matched by email first, then by exact name. If it matches nobody, Invy adds a person without an account and names them in the import summary. A name that matches more than one person skips the row — use their email instead. A personal item’s cost is not stored.

Folders referenced in a row that don’t exist yet are created automatically, nested exactly as the primary_folder/subfolder_level* columns describe. If you leave the folder columns blank, that row’s units are filed under Unassigned rather than rejected.

Uploading your file

1. Fill in the template with your own data (or export your existing spreadsheet to CSV with matching headers).
2. Open the import dialog and choose your file.
3. If a row matches an item you already have (same name and model), check Add units to existing items to top up its quantity instead of skipping the row as a duplicate. Careful with this on: importing the same file twice creates the units twice.
4. Submit.

Files are capped at 500 rows and 5MB — a real file is normally far smaller than that.

What happens next

Import runs in the background so a large file doesn’t block you — you’ll see a progress toast while it works. Every row that has a problem (missing required field, bad folder path, and so on) is skipped rather than failing the whole import, and you get a per-row report afterward explaining exactly which rows were skipped and why, so you can fix and re-upload just those.

Next steps

• Add items and units one at a time for anything the import missed.
• Rename your folder tiers before a big import if the default Folder/Sub-folder/Spot naming doesn’t fit.