Bulk Uploads are used for mass inventory updates, changes, or additions via a Google Sheets spreadsheet. It is helpful for initially setting up a large inventory or making large-scale changes to existing inventory.

There are different options depending on what changes you'd like to make.

*This feature is included on the Standard plan and up.

To learn more about our plans and upgrade, click here.

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General Information (& Updates)

The Bulk Upload option is exclusively in the "Actions" button on the Inventory, Invoicing (under the Customer tab), Vendors, or Purchase Orders pages.

Protected columns are in grey to indicate that you cannot edit the field directly. Make any edits in the corresponding "New" column as shown here:

Any information added to the "New" column will replace the existing information. You will not see the "New" column when bulk-creating products, vendors, customers, etc, but those changes are coming soon. If a column is left blank, nothing will happen to that product and it will not be updated.

  • For example, on the Edit Products and Variants spreadsheet, if you are making changes to SKUs during selling hours, it's okay to upload the spreadsheet as is. Quantities that are left blank will not be affected when the spreadsheet is imported.

On bulk uploads where you are making edits, there are new instructions on how to delete information. To clear, delete or remove information, enter %REMOVE% into the corresponding "New" column, to remove its contents upon upload. This is also noted at the top of spreadsheets when applicable.

Add and assign Vendors and Vendor IDs to your products via the Create Products and Edit Variants spreadsheets. There will be three spots for vendors and their corresponding IDs to accommodate multiple vendors being assigned to the same product. The Vendor IDs field is ideal for SKUs or IDs that are needed specifically for the vendor to fulfill the order.

As always, fields can be left blank to skip receiving any quantities.


Inventory

Create Products and Variants

  • Add new products and variants to your inventory. Choose to include categories, SKUs, barcodes, vendors, vendor IDs, and quantities. Price, default cost, PAR Level, and Reorder Quantity can be set for the entire product or made location-specific.

  • NOTE: There is a limit of 10,000 rows that can be added at a time. If you have more to add, simply submit the first 10,000 and then generate another Create Products and Variants spreadsheet to input the rest.

Edit Products

  • Change existing product names, categories, descriptions (plain-text only), and shipping information.

  • NOTE: An item must be enabled at all selected locations in order to appear on this spreadsheet.

Edit Variants

  • Alter existing variant names, SKUs, barcodes, vendors, vendor IDs, and quantities. Price, default cost, PAR level, and Reorder Quantity can be set for the entire product or made location-specific.

  • Variant Names of attributes (created using the "Generate Variants" button or otherwise) cannot be edited on this spreadsheet and will be greyed out. To make edits to those variant names, you will need to edit them directly on the specific product page.

  • NOTE: An item must be enabled at all selected locations in order to appear on this spreadsheet.

Edit Variants Default Price

  • Adjust or add default prices for your products and variants.

  • Only the price field is editable on the spreadsheet.

  • If you have Use Defaults disabled for a location, this spreadsheet will not override the location-specific price, only the price in found in the Variant and Defaults box as shown here:

    • NOTE: To update Location-specific pricing, generate an Edit Variant spreadsheet and update the price column with the location name.

Edit or Reconcile Inventory Quantities

  • Update quantities and location-specific default costs.

  • NOTE: An item must be enabled at all selected locations in order to appear on this spreadsheet.

Receive Inventory

  • Enter newly received quantities and have them automatically added to existing totals. Any cost entered will be the lot cost for the products received.

  • Quantities received will be added to existing quantities. (For example, if I had 10 on the shelf and receive 5 via this Bulk Upload option, my total is 15)

  • Fields can be left blank to skip receiving any quantities.

  • NOTE: An item must be enabled at all selected locations in order to appear on this spreadsheet.


Purchase Orders

Create Purchase Orders

  • Create purchase orders for any location and one vendor.

  • Only items that are 1) assigned to the vendor and 2) enabled for the selected location(s) will show up when the bulk spreadsheet generates.

  • If multiple locations are selected, this will create a draft purchase order for each location selected.

  • Fields can be left blank to skip adding quantities to the created purchase orders.


Vendors

Create Vendors

  • Create vendors that can fulfill Purchase Orders at your locations.

  • A vendor will be created and associated with your selected locations.

  • This will only create the Vendor entry.

  • Items still have to be assigned to their corresponding Vendors in the Vendors page on Thrive Inventory. Learn more

Edit Vendors

  • Edit existing Vendor information, including Vendor Name, Address, Tags, Website, Phone Number, Contact Name, Contact Email, Contact Fax, Order Email, Order Fax, Average Fulfillment Days and Average Shipping Days with this spreadsheet.

  • The Vendor must be enabled at all selected locations in order to appear on this spreadsheet.


Invoicing

Bulk Create Customers

  • From the Customers tab, create customers to invoice for an easier overall process.

  • This bulk spreadsheet is exclusively for creating new customers. To edit an existing customer, you must click on the customer and make your edits there.


Freezing columns and rows

Depending on which columns or rows you are working on, it can be helpful to have the column/row heading available to you, no matter how far down on the spreadsheet your product is.

To keep scrolling down to a minimum, you can freeze columns and rows on your Google Sheets by selecting the column or row you want to freeze and clicking View > Freeze on the toolbar (as shown above).

Here are more specifics from Google directly.


Submitting your spreadsheet

Select your spreadsheet (see above) and Thrive Inventory will automatically generate a Google Sheets spreadsheet for you to edit. You may copy/paste from an external spreadsheet program like Microsoft Excel, Numbers, or LibreOffice into editable cells.

Once you have made your changes, you can submit the spreadsheet to upload it into Thrive Inventory.

(The submit link is found at the top of column D in the spreadsheet,
don't forget that 2nd click!)


Deleting Information

To clear, delete or remove information on the Edit Products, Edit Variants, Edit Variants Default Price, and Edit Vendors spreadsheets, enter %REMOVE% into the corresponding "New" column.

Entering %REMOVE% into the "New" column will remove specified contents when uploaded. If you forget, this information is called out on Row 1 of each spreadsheet that this applies to.

For example, if I want to start over with new SKUs, this is how I would want the Edit Variant spreadsheet to look before uploading it:


Things to Note:

  • Images cannot be added via Bulk Upload. Google's spreadsheet API only allows for text-based information.

  • No Google account is required to execute a Bulk Spreadsheet upload.

  • Uploads cannot be undone! Make sure you read descriptions closely before proceeding as there is no option to undo.

  • If you're having issues with leading zeros disappearing or SKU/Barcode numbers being converted to scientific notation, check out this article: Spreadsheet Bulk Upload Issues

  • It is not recommended to run/upload most bulk upload sheets while actively selling. Many of the spreadsheets edit live quantities, so there's a higher likelihood of entering incorrect quantities.

  • If you are using any of the EDIT options at multiple locations, only items enabled at every selected location will appear on the spreadsheet for editing.

  • To create multiple Categories (or Vendors) separate each Category using a comma (e.g.: "Category 1, Category 2, etc.)


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