Zoho Inventory

Help Docs

Importing Data

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

In the following steps we will demonstrate the process of importing invoices. The import process involves three phases:


Phase 1 - Uploading the import file

menu drop down

upload file page

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


Phase 2 - Mapping import fields

mapping fields page


Phase 3 - Preview before completion

Here a summary of the number of invoices ready for import, number of skipped records and unmapped fields will be shown.

preview page

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


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