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.
The Bulk Update feature is available only on STUDIO and above subscription plans.
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 attributes 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 attributes via the bulk updater as these are calculated automatically by Craftybase:
- Unit Cost
- Actual Unit Cost
- Stock on Hand
- Stock Status
- Inventoriable Component