Contents
Import/Export
The Import/Export Interface is where you load bulk data into the system or download current records for review and editing. Operations are organized into three sections: General, Orders, and Stock Transactions.
Access: Utilities -> Import/Export Interface
What You See
A warehouse selector sits at the top of the page. Changing it sets the active warehouse for warehouse-scoped work and updates two quick-export links for the inventory catalog.
Each section uses the same four columns:
- Module
- Export
- Import
- Template
The Import column uses a custom file control. Click Choose File, select a file, then click Import. Until a file is selected, the row shows No file selected.
Import Matrix
General
| Module | Export | Template | Major |
|---|---|---|---|
| Items and Inventory | Yes | InventoryPro_Inventory.xlsx | Yes |
| Assets | N/A | InventoryPro_Asset.xlsx | No |
| Bill of Materials | Yes | InventoryPro_BillOfMaterials.xlsx | No |
| Locations | Yes | InventoryPro_Locations.xlsx | Yes |
| Users | Yes | InventoryPro_Users.xlsx | Yes |
| Employees | Yes | InventoryPro_Employees.xlsx | Yes |
Orders
| Module | Export | Template | Major |
|---|---|---|---|
| Purchase Order | N/A | InventoryPro_PurchaseOrders.xlsx | No |
| Suppliers | Yes | InventoryPro_Suppliers.xlsx | Yes |
| Suppliers Catalog | Yes | InventoryPro_SuppliersCatalog.xlsx | No |
| Shipping Order | N/A | InventoryPro_ShippingOrders.xlsx | No |
| Customers | Yes | InventoryPro_Customers.xlsx | Yes |
Stock Transactions
| Module | Export | Template | Major |
|---|---|---|---|
| Receive Stock | N/A | InventoryPro_DirectReceive.xlsx | No |
| Issue Stock | N/A | InventoryPro_DirectIssue.xlsx | No |
| Cycle Count | N/A | InventoryPro_CycleCount.xlsx | No |
Major imports show an extra warning dialog before the standard confirmation.
Import Workflow
- Download the template from the row you need.
- Populate the file and save it as
.xlsx,.xls, or.csv. - Select the correct warehouse at the top of the page if the import depends on warehouse context.
- Click Choose File in the target row.
- Click Import.
Verified live behavior:
- If no file is selected, the page shows: No File / Please select a file to import.
- Major rows show an extra warning before the standard import confirmation.
- All rows then show a standard confirmation for the selected module.
- After confirmation, the row buttons are disabled and an upload overlay appears.
- Successful imports can redirect to the target module page with a notice that includes the imported row count.
Export Workflow
Exports use a two-step flow. The Export link on the main page opens an intermediate selector page. The actual XLS or CSV download starts from there.
- Click Export in the row you want.
- On the intermediate page, set the selector if the export type requires one.
- Click the XLS or CSV link.
- Use << Back to return to the main interface.
Selector behavior varies by export type:
| Export type | Intermediate page behavior |
|---|---|
| Items and Inventory | Warehouse selector |
| Locations | Warehouse selector |
| Bill of Materials | Assembly picker |
| Suppliers Catalog | Supplier picker |
| Users | No selector |
| Employees | No selector |
| Suppliers | No selector |
| Customers | No selector |
Every live export type provides both XLS and CSV links.
Permissions
All rows depend on Security ID 279. Import rows also depend on their module permission.
| Module | Required Permission |
|---|---|
| Items and Inventory | Create/Modify Item Master Record |
| Assets | Create/Modify Asset |
| Bill of Materials | Bill of Materials |
| Locations | Create/Modify Warehouse Location |
| Users | Create/Modify System User |
| Employees | Create/Modify Employee |
| Purchase Order | Create/Modify PO |
| Suppliers | Create/Modify Supplier |
| Suppliers Catalog | Create/Modify Supplier Catalog Entry |
| Shipping Order | Create/Modify SO |
| Customers | Create/Modify Customer |
| Receive Stock | Import Receipts |
| Issue Stock | Import Issues |
| Cycle Count | Security ID 279 only |
Rows you do not have permission to use are not shown.
Current Constraints
- Stock Transactions have no export. Receive Stock, Issue Stock, and Cycle Count show N/A in the Export column.
- Move Stock and Stock Transits are disabled. Their rows are not currently visible in the interface.
- Assets, Purchase Order, and Shipping Order have no export link in the current UI.
Related Topics
:::tip[Related] Looking for integration options? See Data Integration Features for automated import/export workflows, EDI, and third-party connections. :::
On this page