How to Build an Import or Export Inventory Format

How do I create a manual import/export format?

Within ecomdash we have the feature to create a Manual Import format, and a Manual Export format. A manual import format is made so that when you upload a csv file into ecomdash, we are able to read the file information correctly. A Manual export format is essentially the same thing, however this tool is used to export product information out of ecomdash. Below is a step by step guide on how to create both a manual import/export format within ecomdash. 

Manual Import Format:

1. Navigate to Settings> Bulk Import/Export>  Manual Import Format
2. Select Add New> Name the format 
3. Within the Format, if the information is warehouse-specific, you’ll select the coordinating warehouse (if not leave as All Warehouses)
4. Within the format, if the information is storefront specific, you’ll select the coordinating storefront (if not leave as All storefronts)
5. If the csv file includes a header, select "File Includes Header"
6. Select how you’d like ecomdash to identify the products on the file: Product SKU, Warehouse SKU, or Supplier SKU (NOTE: One of the following attributes have to be on the format in order for ecomdash to read the file correctly)
   
   
7. Select Save
8. Navigate to the Add Attributes button
9. Select the attributes that correspond with the information you’re importing into ecomdash
10. Select Back button> Save 
11. Select the Back Button> Hover over Actions next to the format created and select Get File (this will download a premade excel document to your computer where the data can be entered, saved, and uploaded to ecomdash) 

Manual Export Format:

1. Navigate to Settings> Bulk Import/Export> Manual Export Format
2. Select Add New> Name the format 
3. Within the Format if the information is warehouse specific you’ll select the coordinating warehouse (if not leave as All Warehouses)
4. Within the format if the information is storefront specific you’ll select the coordinating storefront (if not leave as All storefronts)
5. Navigate to Add Attributes button
6. Select the attributes that correspond with the information you’re importing into ecomdash
7.  Select the back button> Save

Exporting Inventory

Once you have create your format, you are able to export your inventory from the All Products page or the Inventory Search page.

Exporting from the All Products page:

1. Navigate to Products > All Products
2. Select your products and/or adjust your filters
3. Click Bulk Actions, then click Export Inventory (if selecting products) or Export All Inventory for Filter (to export all items based on the filters currently set)
4. Select your format > Export
5. Check the status and download the file by navigating to Products > All Products > View History > Export Inventory

Exporting from the Inventory Search Page:

1. Navigate to Search (🔍) > Inventory Search
2. Set and/or adjust rules > Search
3. Click Bulk Actions > Export All Search Results or Export Selected Inventory (if only exporting selected products)
4. Check the status and download the file by navigating to Products > All Products > View History > Export Inventory