Import

You can bulk import item data to save time and minimize manual effort by uploading a file to quickly create or update multiple items at once. In the Item module you can import,

Item Images
Item
Replenishments
Mapped Bins

Item Images Import

This helps you save time by uploading and linking images to multiple items at once.

To import item images,

Prerequisite: Create a folder for each item named with its SKU. You can upload up to 10 images per folder, with a maximum file size of 5 MB each. Once all folders are ready, compress them into a single ZIP file. The supported image formats are PNG, JPEG, and JPG.

Navigate to Items under Items in the left sidebar.
Click the More icon in the top right corner.
Click Import in the dropdown.
Select Import Item Images.
Click Choose File and select the ZIP file you created containing the item images.
Choose one of the following options,
Add New Images – You can import new images for the items in your organization without affecting existing images.
Overwrite Existing Images – You can replace the existing item images with the new ones from the ZIP file.
Click Import to complete the process.

You will receive an in-app notification once the images are added or replaced.

Import Items

This helps you import you existing items to Zoho ERP organization.

Go to the Items module under Items in the left sidebar.
Click the More icon in the list view page of the module.
Select Import.
Click Choose File and select the file from Desktop, Cloud or Documents.
Choose one of the following import options:
Skip Duplicates – Keeps the existing data in Zoho ERP and ignores duplicates from the import file.
Overwrite items – Replaces the existing data in Zoho ERP with the ones in the import file.
Select the Character Encoding from the dropdown. By default, it is UTF-8 (Unicode).
Select the File Delimiter (comma or semicolon). By default, it will be Comma.
Click Next to proceed to field mapping.
If you want to select the date format in import, click Edit icon near the default data formats.
Select Format At Field Level - Enable this to set default formats at the field level
Default Data Format - Select the date format from the dropdown.
Click Save.
Zoho ERP finds similar fields and maps them automatically. You can make changes, if needed.
Check the box near the Save these selections for use during future imports option to automate mapping for future imports.
Click Next to proceed to the Preview window.
View the summary of items that are ready to import, the number of skipped records and unmapped fields will be shown.
Click Previous to make any changes. Once done, click Import.

Import Replenishments

Prerequisite: Make sure you have enabled Replenishment module in settings.

Use this to import replenishment details for multiple items in bulk instead of configuring them one by one. To import replenishment details for items,

Go to the Items module under Items in the left sidebar.
Click the More icon in the list view page of the module.
Choose Import from the dropdown.
Select Import Replenishments in the Import dropdown.
Click Choose File and select the file from Desktop, Cloud or Documents.
Choose one of the following import options,
Skip Duplicates – Keeps the existing data in Zoho ERP and ignores duplicates from the import file.
Overwrite replenishments – Replaces the existing data in Zoho ERP with the ones in the import file.
Select the Character Encoding from the dropdown. By default, it is UTF-8 (Unicode).
Select the File Delimiter (comma or semicolon). By default, it will be Comma.
Click Next to proceed to field mapping.
If you want to select the date format in import, click Edit icon near the default data formats.
Select Format At Field Level - Enable this to set default formats at the field level
Default Data Format - Select the date format from the dropdown.
Click Save.
Zoho ERP finds similar fields and maps them automatically. You can make changes, if needed.
Check the box near the Save these selections for use during future imports option to automate mapping for future imports.
Click Next to proceed to the Preview window.
View the summary of items that are ready to import, the number of skipped records and unmapped fields will be shown.
Click Previous to make any changes.
Once done, click Import.

Import Mapped Bins

Import Mapped Bins helps you quickly set the bin for the items.

To import bin details for items,

Note: This option is available only for the Locations feature enabled module.

Go to the Items module under Items in the left sidebar.
Click the More icon in the list view page of the module.
Choose Import from the dropdown.
Select Import Opening Stock in the Import dropdown.
Click Choose File and select the file from Desktop, Cloud or Documents.
Choose one of the following import options,
Skip Duplicates – Keeps the existing data in Zoho ERP and ignores duplicates from the import file.
Overwrite replenishments – Replaces the existing data in Zoho ERP with the ones in the import file.
Select the Character Encoding from the dropdown. By default, it is UTF-8 (Unicode).
Select the File Delimiter (comma or semicolon). By default, it will be Comma.
Click Next to proceed to field mapping.
If you want to select the date format in import, click Edit icon near the default data formats.
Select Format At Field Level - Enable this to set default formats at the field level
Default Data Format - Select the date format from the dropdown.
Click Save.
Zoho ERP finds similar fields and maps them automatically. You can make changes, if needed.
Check the box near the Save these selections for use during future imports option to automate mapping for future imports.
Click Next to proceed to the Preview window.
View the summary of items that are ready to import, the number of skipped records and unmapped fields will be shown.
Click Previous to make any changes.
Once done, click Import.