Importing opening inventory by CSV

Applies to: All tiers  ·  Last reviewed: 2026-06-24

What this is

When you onboard a client who already has stock in your building, you can load their counts in bulk instead of receiving each SKU. This is the Import Opening Inventory flow at Inventory > Import CSV.

Important: it adds, it does not set

Opening-inventory import adds to existing on-hand quantities. Uploading the same file twice double-counts. If you need to set an absolute number (a correction, not an addition), use Adjust Inventory instead.

Import the file

1. Go to Inventory and click Import CSV.
2. Pick the destination: choose the Client and the Warehouse. The whole file lands under that one client and warehouse, so run one import per client per warehouse.
3. Get the CSV: the required columns are sku, location_name, and quantity. Click Download Template to see the exact format. location_name must match a location that already exists in that warehouse, so set up your bins first.
4. Upload your file: Choose File becomes available once a destination is set. Select your CSV.
5. Review and commit. The units are added to on-hand at the named locations.

When to use which tool

• Import Opening Inventory: first-time bulk load of a client's existing stock across many bins.
• Receipt: an inbound shipment you want tracked as a document (truck number, PO).
• Adjust Inventory: set or correct a single SKU's count at one location.