Uploading Inventory Manually

To manually upload inventory files for your warehouse(s),

  1. Click on the gear in the top-right corner of the menu. 
  2. Select Inventory from the left-side menu, then Uploads.

  3. Click the green "+Upload Inventory File" button in the top-right corner.
  4. The inventory file template "Download CSV Template" can be used and saved for step #5
    • Once you have the file downloaded and start to fill it in, make sure you follow the following format:
      • Part Number** 
      • QOH/ Quantity of Hand **
      • Bin (BIN)
      • Source (SOURCE)
      • Last Sale Date (LAST_SALE_TIME)
      • Last Received Date (LAST_RECEIVED_TIME)
        • note: ** fields are required.
  5. Once you've found/created your inventory file, click "Select File," then choose it.
  6. Next, set the warehouse and manufacturer associated with the inventory file.
  7. Once everything is configured, click the "Upload" button to load the file into the system.


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Uploading Inventory Files via FTPS

You can upload your inventory to the system by dropping it right into our FTPS server! Configuration is super simple, and our system provides you with the necessary filename and FTPS server URL. Simply use the FTPS client of your choice to upload your files, and if they're named as designated by the Control Panel, they'll automatically apply your inventory. To configure the FTPS upload method,

  1. Click on the gear in the top-right corner of the menu.
  2. Select Inventory from the left-side menu, then Configuration.

  3. After that, click the green "+ FTP Inventory Feed" button on the top-right corner.
  4. In the popup that appears, select the warehouse and manufacturer associated with your file.
    • Although you may not have an inventory file yet, you'll need to set up and save the configuration before any FTPS uploads will work.

  5. IMPORTANT: the name of your inventory file is how our server will identify your files. The required filename is given to you in the popup along with the username and password you must use to log into the FTP folder. When uploading the file, you must name your .csv inventory file to match this filename exactly, otherwise, your uploads won't work. Your filename consists of the word "inventory," a dash, your unique file ID, and a .csv file extension.  For example:


  6. You can use any FTPS client to connect to our server at the address provided in the popup. For copy/paste reasons, the FTP Location is

  7. Click the "Save Inventory Feed" button to save your configuration.

Once the FTPS feed is configured, you can access our server at the address above and drop/upload your inventory file (matching the name provided in the popup). Using this method, you won't have to log into the Control Panel to manually upload inventory.



Frequently Asked Questions 

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