The attached template can be used to import beginning stock levels into MicroBiz Cloud v2.0 (see template attached at bottom of this article).
Before You Start
- This template is only for the the initial import of Open Stock. This template should not be use for the import of adjustments or replacements of existing stock levels. This process can only be done one time.
- Do not use this template for updates. Corrections or updates will need to be made via and Inventory Update or Inventory Adjustment import, or manual updates in the Inventory tab of the Product record.
- Do not modify the template in anyway. Do not add/delete columns, change the column headings or change the format from CSV. This will cause the import to fail.
Getting Started
To import data into MicroBiz Cloud, download the attached CSV file, enter or cut/paste information from an inventory count or your current POS system into the spreadsheet and then import as a CSV file into MicroBiz Cloud using the file import wizard (see Settings>Imports). If you need additional help, review the article titled 'Importing Simple Products via CSV File'.
The following chart provides more information on the import fields:
| Field | Required? | Default Values | Allowed Values | Max Length | Notes |
| SKU | Y | The system will look for a SKU in your store that matches the SKU in this template, and if a match is found, import the value in the Open Stock column. | |||
| Store | Y | 15 | Enter the store number (not the Store tax ID). This can be found at Settings>Store in the Store Number field in the store record. | ||
| Open Stock | Y | 0.01 -> 999999999999 | Note: Stock should be entered as an integer (i.e. 1 or 10) unless the product is set to 'Allow Sale in Fractional Quantities'. | ||
| Average Cost | N | This is an optional field. If you track average cost in your prior system, you can import this value for the stock being imported. | |||
Common Issues
- Using Store Name instead of the Store Number - Use of the short or full store name will cause the import to fail.
- Using the Store ID instead of the Store Number - Be sure to use the Store Number, which is a field in the Store Record. Do not use the Store ID, which is listed on the Manage Stores summary page. The Store Number and Store ID are not necessarily the same.
