Our import feature allows you to bulk add purchase order items by uploading a Microsoft Excel spreadsheet that contains a single sheet of item data structured into specific columns.
How do I bulk add items?
Go to Commerce > Products > Purchase orders.
Find the purchase order you want to add items to and click the View button.
Click the Import button above the Items table.
A help box will be displayed telling you how to structure your spreadsheet columns correctly, see How do I structure my spreadsheet columns?
Once you've structured your spreadsheet columns, add the item data, see What data do I provide when adding items?
Once you've added your data, click the Choose File button to open a File Explorer window and select the spreadsheet from your computer.
Click the Import button.
If there have been any issues with your data, an error message will be displayed with the row number and issue. Make the relevant changes to your spreadsheet then repeat the process above from step 6.
How do I structure my spreadsheet columns?
Your spreadsheet must be of the .xlsx file type and only contain one sheet, any additional sheets will be ignored.
The first row of the spreadsheet must list the column headings in separate columns, see What are the columns for adding items? for the supported headings. All column headings should be in uppercase.
What are the columns for adding items?
When adding items, the SKU and QUANTITY columns are required. The supported columns are as follows:
SKU
QUANTITY
What data do I provide when adding items?
When adding items using the import feature, it is important that data you provide meets certain guidelines to avoid any issues. The guidelines are as follows:
Each row of your spreadsheet is read as a single item.
SKU - must be provided and reference the SKU of an existing product or sub product.
QUANTITY - must be a positive number (i.e. zero or greater).
Troubleshooting
Despite our best efforts, there are still things that can go wrong while importing items, here are some issues that have previously been encountered:
Some numeric values are incorrect and contain an 'E+' - This is a behaviour of Microsoft Excel, when you enter a value above a certain length into a cell that is using the number data format, Excel automatically converts that number into a scientific notation with a decimal place after the first digit and an 'E+' near the end To fix the problem do the following:
Open the spreadsheet in Excel and open the Data tab at the top of the page
2. Select the entire column that you are having an issue with by clicking the letter above the column heading (the whole column should be highlighted) then click the Text to Columns button.
3. This will open the Text to Columns wizard, click the Next button to skip through steps one and two. On the third step, select the Text checkbox and click the Finish button.
4. You should then see a small green triangle in all of the cells in the selected column indicating that they are now set to the text data format and can be imported correctly.