Updating materials via CSV

Material attributes can be updated in bulk via the Material Bulk Update feature. This feature allows you to update materials from a spreadsheet file at a time.

To use the Material Bulk Updater:

Go to your Materials page and apply searches or filters to generate the materials you want to update.
Click the Export button in the top right of the list.
Make a copy of the file that downloads to have a backup in case you wish to revert your changes.
Open and edit the CSV file in your spreadsheet program.
Export your file to CSV format (How do I export my spreadsheet as CSV?).
Return to your Materials page and hover over the ⋮ icon next to the header. Next, select the Bulk Update Materials option in the menu.

Material details that can be imported by the bulk updater are:

Material attributes that the bulk updater can import are:

Note: Component and non-inventoriable materials cannot be updated via the bulk updater.

SKU: Your SKU is your unique code identifier for the material.
Name: The title of your product.
Category: The category name for the material will be created automatically if this category does not yet exist.
Tracking Unit: The unit of measurement you manufacture. For more information on Tracking Units, please see What is a Material Tracking Unit?.
Purchase Unit: This is the unit you typically purchase in. It can be the same as your Tracking Unit. For more information on Purchase Units, please see What is a Material Purchase Unit?
Purchase to Tracking Unit Conversion: Your Purchase to Tracking Unit Conversion allows you to nominate the number of tracking units in a single purchase unit. More information on how this works can be found here: How does the Purchase to Tracking Unit Conversion work?.
Low Stock Limit: This is the lowest level of your stock for this material before it is marked as "low stock."
State: Allows materials to be set as Active or Archived.
Starting Quantity: The stock units on hand as of your account start date.
Starting Unit Cost: The unit cost of all stock on hand as of your account start date.
Bin Location Zone: The Zone component of your BIN location code.
Bin Location Section: The Section component of your BIN location code.
Bin Location Position: The Position component of your BIN location code.

Fields that cannot be updated:

It isn't possible to update the following details via the bulk updater as these are calculated automatically by the app:

Unit Cost
Actual Unit Cost
Stock on Hand
Stock Status
Inventoriable Component