{"id":3272,"date":"2014-05-28T16:04:24","date_gmt":"2014-05-28T20:04:24","guid":{"rendered":"https:\/\/www.inflowinventory.com\/support\/article\/3272\/how-do-i-import-data-to-inflow\/"},"modified":"2018-10-05T12:45:33","modified_gmt":"2018-10-05T16:45:33","slug":"how-do-i-import-data-to-inflow","status":"publish","type":"post","link":"https:\/\/onpremise.inflowinventory.com\/support\/article\/41121884\/how-do-i-import-data-to-inflow\/","title":{"rendered":"How do I import data to inFlow On-Premise?"},"content":{"rendered":"<p>You can import data to inFlow On-Premise, but first you&#8217;ll need a file! The file should be a .csv file (spreadsheet). You can take a look at the example files at the bottom of this article to see how it might look like. If you want to format your own spreadsheet for importing, please see the following for how to do so:<\/p>\n<ul>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/article\/44652340\/how-do-i-import-product-details-into-inflow\/\">Creating a file for product details (item name \/ description \/ prices) import<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/article\/65149910\/how-do-i-import-stock-levels-inventory-quantities-into-inflow\/\">Creating a file for stock levels (item name \/ quantities \/ locations) import<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/article\/64732010\/how-do-i-import-purchase-orders-sales-orders-into-inflow\/\">Creating a file for purchase orders \/ sales orders import<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/article\/41573190\/how-do-i-create-a-customer-or-vendor-list-for-import\/\">Creating a file for vendors \/ customers import<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/article\/21646\/how-do-i-import-my-bill-of-materials-list-into-inflow\/\">Creating a file for bill of materials (BOM) import<\/a><\/li>\n<\/ul>\n\n<p>It&#8217;s not possible to have one file containing all of the above at a time, so depending on what type of data you&#8217;re looking to import, please select the corresponding article for further detail.<\/p>\n\n<h2>Importing<\/h2>\n<p>If you have your import file ready to go, read on ahead for how to import. But first, it\u2019s important to backup your database. This is done so that you can restore to your backup after the import (thereby wiping the changes you made) if you need to.<\/p>\n<p><strong>To backup:<\/strong><\/p>\n<ol>\n<li>Click <em>Main Menu &gt;<\/em> <em>General &gt; Backup Data.<\/em><\/li>\n<li>Select the location you\u2019d like to save the backup.<\/li>\n<li>Click <em>Next<\/em>.<\/li>\n<\/ol>\n<p><strong>To import:<\/strong><\/p>\n<ol>\n<li>Click <em>Main Menu \u00a0&gt; General &gt; Import Data.<\/em><\/li>\n<li>Select the data type at the top of the screen.<\/li>\n<li>Click the <em>Browse<\/em> button to select the file you\u2019d like to import then click <em>Next<\/em>.<\/li>\n<li>In this screen match the inFlow field name to the right column in your file by selecting it from the drop down list (see screenshot below).<\/li>\n<li>Once you\u2019re satisfied with your matches, click <em>Next<\/em>.<\/li>\n<\/ol>\n\n<p><div class=\"article-image\"><img loading=\"lazy\" class=\"aligncenter wp-image-17381 size-full\" src=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/41121884_1.png\" alt=\"41121884_1\" width=\"1017\" height=\"734\" srcset=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/41121884_1.png 1017w, https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/41121884_1-300x217.png 300w, https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/41121884_1-768x554.png 768w\" sizes=\"(max-width: 1017px) 100vw, 1017px\" \/><\/div><br \/>\ninFlow will import your the data from your file and let you know what has been updated!<br \/>\nIf your update didn\u2019t go according to plan and you\u2019d like to reverse it please use the backup you made before your import.<\/p>\n\n<p><strong>To restore data:<\/strong><\/p>\n<ol>\n<li>Click the <em>Main Menu button &gt; General &gt; Restore Data.<\/em><\/li>\n<li>Select your backup file.<\/li>\n<li>Click <em>Next<\/em>.<\/li>\n<\/ol>\n<p>Now that you\u2019ve restored your pre-import backup you can try the import again.<\/p>\n<h2>Other resources<\/h2>\n<p>Here are some example files available for download if you&#8217;d like to use a template or try an import yourself:<\/p>\n<ul>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/inFlow_SalesOrder_v36.csv\">Sales Order Example File<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/inFlow_PurchaseOrder_v36.csv\">Purchase Order Example File<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/inFlow_ProductDetails_v36.csv\">Product Details Example File<\/a><\/li>\n<li><a href=\"https:\/\/cdn2.inflowinventory.com\/inFlowWebsite\/KnowledgeBase\/Resources\/inFlow_StockLevels_v3.csv\">Stock Levels Example File<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/inFlow_Customer_v36.csv\">Customer Example File<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/inFlow_Vendor_v36.csv\">Vendor Example File<\/a><\/li>\n<li><a href=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/inFlow_BOM_v36.csv\">Bill of Materials Example File<\/a><\/li>\n<\/ul>\n\n<p>Having trouble importing? Try the steps in our <a href=\"https:\/\/onpremise.inflowinventory.com\/support\/article\/34460640\/im-having-problems-importing-my-data-what-do-i-do\/\">troubleshooting importing problems article<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can import data to inFlow On-Premise, but first you&#8217;ll need a file! The file should be a .csv file (spreadsheet). You can take a look at the example files at the bottom of this article to see how it might look like. If you want to format your own spreadsheet for importing, please see [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_et_pb_use_builder":"","_et_pb_old_content":""},"categories":[20,27],"tags":[46,193,322,473,191,320,318,190,269,268,194,319,203,192,321,49,284],"_links":{"self":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3272"}],"collection":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/comments?post=3272"}],"version-history":[{"count":11,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3272\/revisions"}],"predecessor-version":[{"id":26610,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3272\/revisions\/26610"}],"wp:attachment":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/media?parent=3272"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/categories?post=3272"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/tags?post=3272"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}