How to Use Import/Export Functionality

• The IMPORT/EXPORT functionality allows you to handle your inventory data more effectively. This feature guarantees that inventory records are correct and up to date.

• To Use Import/ Export functionality go to the Import/Export menu from the header menu.

• Let's look at how to use the IMPORT and EXPORT features:

IMPORT Functionality:

Importing from .csv Format

To begin, make sure your inventory data is organised in a .csv format. This guarantees that data is transferred smoothly with the app's structure. Follow these steps for a successful import:

1. Prepare Your Data: Prior to import, your inventory data should be accurately arranged in a .csv format. To ensure seamless data migration, this standardised format is essential.

2. Navigate to Import Section: Within the app's user interface, look for the "Import/Export" menu. In this menu you will be able to use import functionality.

3. Select .csv File: Within the import section, just click on Add file and upload the .csv file which has updated inventory. This is the file that will be used to update your inventory information.

4. Select Header Mapping: If the mapping headers are different in the store than click select a mapping created by you from the Header mapping drop down menu.

5. Select store Location: Select the store location of which you want to update the inventory.

6. After above steps, click on Save button to import the updated inventory.

Export Inventory Data

When you need to use your inventory data outside the app's ecosystem, the EXPORT functionality becomes very important:

• Effortless Export: Go to Export section besides Import section select store location of which you want to export inventory and click on Download button.

• After clicking download button the export process will start and it will be seen in the activity log with its status below the import section. Export functionality will take time as per the number of products in the store.

• Once the status of the is success you can download the file from the activity log.

Whether you're migrating data, updating records, or conducting analysis, this export feature ensures you can efficiently utilize your inventory data outside the app's environment.

• With these steps, you've laid a solid foundation for efficient inventory management using the Inventory Automation App. The accurate importing and exporting processes, coupled with thoughtful data mapping, lead the way for accurate and streamlined inventory synchronisation across your store locations.