3. Launching an import

Beta Disclaimer. Please note that the Item Import tool is currently in limited beta testing. If you would like to participate in our beta program, contact Lightspeed Support.

To import inventory items via our Retail Imports team, please refer to this article.

This article describes how to launch the Item Import tool and import or update inventory items.

Before you begin, make sure:

To import inventory items

  1. From the main menu, click Inventory > Import Items.

    This displays the ITEM IMPORTS page, which lists all import operations for this account, including completed imports or imports that are in progress or awaiting validation. You can open an existing import or view a detailed report for it by clicking the corresponding entry on the page.

  2. Click the New Import button on the top-right to launch the import operation. The New Import button is disabled if an import operation is currently In Progress or if a previously launched import is Awaiting Validation.

    When launching the Item Import tool for the first time (or if you haven't yet specified that you don't want to see this screen), the Welcome to Import Items! screen displays. This screen provides some general guidelines about the import process. You can also download the sample CSV file from this screen, if you haven't previously done so.

    Screen_Shot_2017-03-31_at_2.13.10_PM.png

  3. Click Continue on the Import Items Help Screen.
  4. The ITEM IMPORT: NEW page displays. From the Behaviour drop-down, select one of options below:

    • Create new Items & update Item data
    • Only update existing items
    • Only create new Items

    If you are updating existing items, the Match on field drop-down is the unique identifier that the Item Import tool will use to ensure the item information included in your import file updates the correct item in your inventory. Select one of the options below:

    • System ID (recommended)
    • UPC
    • EAN
    • Custom SKU
    • Manufacturer SKU

    Screen_Shot_2017-03-31_at_2.10.00_PM.png

  5. Drag your prepared import file to the drop area indicated on the page, or click Browse... to open the file.

  6. Once your file has uploaded, click the green Continue button. The Item Import tool will parse the file for formatting errors, missing or erroneous data and other inconsistencies. The validation process takes only a few seconds to complete.

    NOTE: If your import file has errors, their total count will display in the ERRORS TO FIX section. To address and fix these errors, go to the 3 a) Fixing import file errors before continuing.

    importcsv.gif

  7. After the validation completes and if there are no errors in the file, the Item Import tool displays a summary of the following data contained in the import file:

    • NEW ITEMS: Number of items to be created.
    • UPDATED ITEMS: Number of items to be updated.
    • NEW VENDORS: Total number of new vendors to be created.
    • NEW BRANDS: Total number of new brands to be created.
    • NEW CATEGORIES: Total number of new categories to be created.
    • ITEMS WITH INVENTORY: Number of new items to be created and with inventory to be added.
    • TOTAL QUANTITY: Total quantity of inventory to be added to these new items.
    • TOTAL COST: Total cost of the inventory to be added to these new items.

    In addition, the Item Import tool shows you a preview of all the fields to be imported for the first item in the import file.

  8. Review the summary and preview information for the import. If you're satisfied with the preview, click the Import Items button at the top-right to import the new items.

    The import process can take several minutes to complete depending on the number of items to import, the number of import operations currently in progress, and/or the number of import operations currently queued for processing. Once the operation completes, the Item Import tool displays a summary of the operation, including a list of all imported items. From the Advanced search drop-down, you can use the helpful Created / Updated filter to sort your items.

    csvimport.gif

You've successfully imported products into your store!

What's next?

If you had filenames in the Image columns of your import file, go to:

Have more questions? Submit a request