Bulk Upload Overview

Choosing the right bulk upload spreadsheet for what you want to accomplish.

Chris avatar
Written by Chris
Updated over a week ago

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. In addition, check out our articles on tips and best practices, and troubleshooting (for when you run into any issues).

Use the links to jump to the section you want to learn about or continue scrolling:


Inventory

Depending on the spreadsheet you are generating, there are different options that allow you to pinpoint the information you want to work with.

These include: Categories, Vendors, Bundles/Non-Bundles, Active/Inactive status, In-stock/out-of-stock, Requires Shipping, and Recently Created (Past Day, Week, or Month).

Create Products and Variants

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

Descriptions are product-level, but on the spreadsheet, you'll have the option to enter a description for each variant. Only the first description will be accepted and applied to the product (and the corresponding variants).

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), shipping information, active (or inactive) status, enabled (or disabled) locations, and enabled (or disabled) integrations.

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

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

  • NOTE: You can also enable or disable the Use Defaults toggle for each location.

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 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 received 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.

Edit Integration-Specific Prices

Edit existing variants' integration-specific prices. The spreadsheet will include all existing variants enabled at the integration(s) selected.


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 is generated.

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.

Once your vendor is created, assign products to it as shown here.

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 in bulk 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.


Shopify-specific fields

To edit any Shopify-specific fields enabled, head to your Settings page, then click Catalog>Integrations. From this page, click "Bulk Upload Shopify Fields."

Next, choose whether you want to edit the product or variant-specific fields:

Once the spreadsheet is generated, only the enabled fields will be editable.

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