Importing Inventory Updates

Importing Inventory Updates

It’s a good idea to complete the following procedure in your Test Company / Sandbox before doing it in your live account.
  1. Navigate to Quick Menu → Settings → Data Import.
  2. Click Items.
  3. Click Choose file for import and browse for the CSV file that has the updates. 
  4. Click Ok.
  5. Check the checkbox labeled ""The first row of my source file contains headers.
  6. Ensure that How should the system handle rows that already exist? is set to Update existing record and that the Ignore blanks checkbox is checked.
  7. Click the button labeled Load field mapping and choose From file.
  8. Close the pop-up window by clicking the x in the upper right hand corner of the pop-up.
  9. Browse for the file labeled Creative Memories Item Field Mapping.txt and click Open.
  10. Click Prepare Data.
  11. Ensure that the data displayed looks correct and that columns have values.  
  12. Click Check Data.
  13. Check the report and ensure that the Failed count is 0.
  14. Click Back to Data Preview.
  15. Click Import Data.
  16. Ensure that the Failed count is 0.





  1. If this count is greater than 0, click the Back to Data Preview button and check the records that are in red. If possible, correct these record by changing the incorrect values or unchecking the checkbox on that row. Make a note of the item number and request assistance from your Creative Memories partner. 
  2. If this count is greater than 0, make a note of the item number and request assistance from your Creative Memories partner. 

    • Related Articles

    • AccountingSuite™ Release Updates, German Shepherd 1

       AccountingSuite™ Release Updates Our new Platform Upgrade enables AccountingSuite™ to be even faster, with new user interface improvements that create a seamless and more interactive experience - we all love that! Messages and Dialog boxes are ...

    • Importing Items

      Importing Items When setting up either product or service based companies, creating items in inventory allow you to put them on Sales and Purchases Orders, Sales Invoices and Bills, and Time-tracking records. Wait! Time-tracking records? Why would ...

    • 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 ...

    • Importing Customer, Vendor and Inventory Item Data

      Importing Customer, Vendor and Inventory Item Data Leave the importing to us! We will import your Customers and Vendors from your old accounting package, free of charge. Here’s what you need to know and what you need to do to make this happen. Your ...

    • Troubleshooting Inventory

      CustomBooks™ has a strict inventory control system meaning that if you don't have something in inventory, you cannot sell it. It's important to understand how the inventory system works in order to avoid situations that result in "Insufficient ...