Importing Data
Import your existing inventory data from Excel (.xlsx, .xls) or CSV files. Our smart import wizard guides you through mapping your columns and validating your data.
Overview
The import process is designed to be flexible and handle various spreadsheet formats. Whether you have a simple product list or a complex multi-sheet workbook, the import wizard will help you bring your data into BREWOPS.
Supported file formats
Excel files (.xlsx, .xls) and CSV files are supported. Files with multiple sheets will let you choose which sheet to import.
The import process
Importing data follows a 6-step wizard that validates your data before making any changes.
Upload File
Start by uploading your spreadsheet file. Drag and drop or click to browse your files.
.xlsx.xls.csvSelect Sheet & Import Type
If your file has multiple sheets, choose which one to import. Then select what type of data you are importing.
Import Types
Import products with categories, suppliers, and stock levels all at once.
Import product information without stock levels.
Update stock quantities for existing products.
Import supplier information.
Map Columns
Match your spreadsheet columns to BREWOPS fields. The system will automatically detect common column names, but you can adjust mappings manually.
Required fields
Each import type has required fields that must be mapped. For example, "Complete Setup" requires at least Product Name and Quantity columns.
Available Fields
Product Fields
- *Product Name(required)
- -SKU
- -Category
- -Unit
- -Reorder Point
- -Description
Stock Fields
- *Quantity(required)
- -Location
- -Cost
- -Batch Number
- -Expiration Date
Supplier Fields
- -Supplier Name
- -Supplier Email
- -Supplier Phone
Custom Fields
- -Any additional columns
You can create custom fields to capture data unique to your business.
Custom Fields
For columns that don't match standard fields, you can create custom fields. Choose a field type (text, number, date, or yes/no) and the data will be stored with your products.
Validate Data
The system scans your data for issues before importing. You will see a summary of what will be imported and any problems that need attention.
Validation checks include:
- Required fields have values
- Numeric fields contain valid numbers
- Date fields are in recognized formats
- No duplicate entries (when applicable)
Handling errors
Rows with errors will be flagged. You can choose to:
- • Skip rows with errors and import valid rows only
- • Fix the issues in your spreadsheet and re-upload
- • Edit values directly in the preview (for minor fixes)
Import Options
Configure how the import should handle your data.
Default Location
Choose which location to add stock to. If your data has a Location column, it will be used instead. Otherwise, all stock goes to the default location.
Duplicate Handling
What to do if a product already exists:
- • Skip: Keep existing products unchanged
- • Update: Overwrite existing product details
- • Add Stock: Add to existing stock levels
Auto-create Categories
Automatically create new categories for values that don't match existing ones.
Review & Import
Review a final summary of what will be imported, then confirm to start the import.
Safe to proceed
The import preview shows you exactly what will happen. No changes are made to your data until you click "Start Import".
After the import completes, you will see a summary showing how many records were created, updated, or skipped.
Tips for successful imports
Use a header row
Your first row should contain column names like 'Product Name', 'Quantity', etc. This helps with automatic column detection.
Clean your data first
Remove empty rows, fix typos, and ensure consistent formatting before importing.
Start with a test import
Import a small subset of your data first to verify mappings work correctly.
Use consistent units
Keep units consistent (e.g., always 'kg' not sometimes 'kilograms'). This makes inventory management easier.
Need a template?
Download our sample spreadsheet template to see the recommended format for your data.