How to Bulk Update Inventory Items
Using the Data Import Wizard
Steps to Update Inventory Items
Open the Data Import Wizard. Navigate to Admin Panel > Data Import Wizard. On the Data Import: List tab, select "Items."
Move to the next step. On the Import Tool: Data Relationships Tab, click "Next." The import template for items can also be exported from this screen.
Choose the data import mode. On the Selection/Mapping Tab, click the "Items" button. Select the import mode "Import data from a file," and then select or drag and drop the source file (import template) from your computer. Other import modes are also available, such as "Import data manually or copy and paste from a spreadsheet," "Reuse the previous files," or "Restore your recent data import session."
Map the fields. After successfully uploading the source file, choose "Map fields by Headers," and then click "Save and Close".
Import data to staging records. From the Items Mapping Preview screen, select "Update Existing CustomBooks Record Only." Review the data to be imported and then click the "Import to Staging" button.
Verify staging data. The Staging Data Tab will check for errors in the uploaded data. Errors can be corrected by double-clicking the record with the error to open the staging record. Click the "Verify Staging Data" button, and once all records are verified, select "Create CustomBooks Data."
Create/update data. Click the "Import Staging Data into CustomBooks" button to begin updating the existing data. After the items have been successfully updated, click "OK" and go to the Explore Data Tab to view the updated list of items. Alternatively, you can proceed to "Staging: Clean Up" (optional).
Here's a link to a knowledge base article for more information about the Data Import Wizard and detailed steps on how to navigate and use it.
Paid Service
If you would prefer our team to update the items for you, please contact Help and Support. We would be happy to update your inventory items for you. We will need a spreadsheet with at least the following information:
Item/Product Code
Item Description
Item Type: Product or Service
Units of Measure Set (e.g., Each)
Columns/Fields with values that need to be updated.
See how CustomBooks™ can support your accounting and inventory workflow
If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.
Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.
Related Articles
Admin Tools: Data Import Wizard
Overview If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, users can ...AccountingSuite™ Product Perks: April 2024 - Upgraded Data Import Wizard
Upgraded Data Import Wizard! Open pp324.jpeg In this edition of Product Perks, we’re highlighting enhancements to our already incredible Data Import Tool - now more aptly called Data Import Wizard! We recently added the following features: All ...Getting Started - Migrate Data: Migration Assistance/Conversion and Data Import
Migrating your data to CustomBooks™ can be done seamlessly with the help of the Migration Assistance team or by using the built-in Data Import Wizard. Here’s an overview of both methods: Migration Assistance/Conversion CustomBooks™ offers expert ...Data Import Tool - Lists
Highlights Explore the new features of our rebuilt Data Import Tool for Lists. Import multiple data import types for Lists in the same import session, using one or many files - your choice! Example: Import Companies with it's related data types: ...AccountingSuite™ Release Updates: Komondor 3: Data Import Tool | February 1, 2024
Our data import tool has undergone some major upgrades! We have updated the Transactions import to utilize the new Data Import Tool Wizard that was previously launched for List items. We have also made improvements for a better user experience when ...