Still working from paper files? No problem, you can import your inventory data from a spreadsheet!
Quick Jump To Guide:
ArtCloud's Inventory Import Template
How do I import my .CSV spreadsheet of data?
How do I import inventory images?
Sometimes it makes sense to add inventory one item at a time, but if you're new to ArtCloud, you may want to import your inventory through a CSV upload. You also have the option to migrate your data from another system.
ArtCloud's Inventory Import Template
At ArtCloud, we use .CSV files (Comma Separated Value - these are typically opened by spreadsheet editors like Microsoft Excel, Numbers for Mac, or Calc by LibreOffice) to import inventory, contacts, and invoices.
In ArtCloud's importer, column titles determine where the data in that column will be assigned when it is imported. For example, if you'd like to designate a column of your .CSV to populate a field that shows the date that you purchased or acquired an inventory item, you would change whatever column title in your CSV you would like to represent that data (perhaps in your system, it is called purchase_date) into acquisition_date.
This article will go more into depth on this later, but for now, if you'd like to know what columns ArtCloud uses, you can download our pre-made Inventory Import Template to make importing to ArtCloud easier by navigating to your Settings and clicking on the Imports tab.
Note: To learn how to use our Inventory Import Template, follow this helpful article.
How do I import my .CSV spreadsheet of data?
To import your data, head over the Inventory tab and select the Bulk Add dropdown, then Import.
From there, select New Import.
Then select the Inventory option.
You'll then be prompted to pick a CSV file to import. You can either click on the large button with the arrow, or drag a file into the button.
Next, you'll be taken to our Match Columns screen. As stated earlier, in ArtCloud, we have a list of fields that ArtCloud is able to accept as data.
For example, if you'd like to designate a column of your CSV to populate a field that shows the date that you purchased or acquired an inventory item, you would scroll down to the acquisition_date field and match whatever column title in your CSV you would like to represent that data (perhaps in your system, it is called purchase_date).
Important! Each custom field can only be assigned to an ArtCloud label once.
Unmatched Columns (columns that either do not exist in your data or have not been assigned) are at the top of your page...
...while automatically Matched Columns (columns whose names happen to match the names of ArtCloud's field names) are at the bottom. Check these thoroughly before importing.
How do I import inventory images?
Inventory images can not be imported with the data on your .CSV. These will need to be manually uploaded per item or our Professional Services team can help you with importing your image file data. Once you've uploaded your .CSV file, please reach out to our team in ArtCloud Support for assistance!