How to import item adjustments in Zoho Inventory?

You can import bulk data from your hard-drive into the item adjustments modules within Zoho Inventory. This saves you a lot of time from manual entry.

The import process involves three phases:

• Phase 1 - Uploading the import file
• Phase 2 - Mapping import fields
• Phase 3 - Preview before completion

Phase 1 - Uploading the import file

• Login to your Zoho Inventory account.
• Navigate to Items > Inventory Adjustments module on the side bar.

• Click the drop down.
• Choose the type of adjustment you want to import.

• Upload the relevant .csv or .tsv type file from your hard-drive.

Note: You can download and refer the sample file from this page for your reference to prepare the data on your import file.

• Choose the character encoding involved from the drop-down. By default, the character encoding is UTF-8(Unicode).
• Choose the File Delimiter(comma or semicolon). By default it will be comma for a .csv type file.
• Click Next to proceed to mapping the fields.

Phase 2 - Mapping import fields

• Zoho Inventory will automatically match the similar fields and map them. You can manually match the unmapped ones or alter mapped ones.
• At the bottom, enable the option Save these selections for use during future imports to automate mapping for future item imports.
• Click the Next button to proceed.

Phase 3 - Preview before completion

Here a synopsis of the no. of invoices ready for import, no. of skipped records and unmapped fields will be shown.

• You can make any changes by clicking the Previous button.
• If everything is ready, click Import button.

Likewise, you can swiftly upload large volume of data into the other modules in Zoho Inventory.