Exporting Inventory Items
How to Export
- Open the Data Exchange Center from the Business menu
- Click Export on the Inventory Items card
- Select the Location you want to export inventory for
- The wizard shows how many items are available (e.g., "Ready to export 1,247 Inventory Items records")
- Click Export to CSV
- Choose a save location and filename, then click Save
What Gets Exported
The exported CSV file contains one row per item with the following columns:
| Column | Description |
|---|---|
| name | The item name |
| sku | The item SKU or product code |
| barcode | UPC, EAN, or other barcode value |
| category | The category name the item belongs to |
| class | The class or classification name |
| price | The selling price |
| cost | The purchase cost |
| stock | Current stock quantity at the selected location |
| description | Item description |
| model | Model number |
| unit | Unit of measure (e.g., "ea", "lb", "box") |
| weight | Item weight |
| tax_type | Tax type code |
| track_stock | Whether stock tracking is enabled (true/false) |
| notes | Item notes |
Location Filtering
Because inventory stock varies by location, the export is filtered by the location you select. The stock column shows the quantity at that specific location. If you need stock for all locations, run separate exports for each location.
Using the Export as a Template
If you have no inventory items yet, the export creates a CSV file with only the column headers. This is your import template — open it in Excel, fill in your data, and import it.
Bulk Editing
To make bulk changes to your inventory:
- Export your inventory items
- Open the CSV in Excel
- Make your changes (update prices, add items, fix descriptions)
- Save as CSV
- Import the file back — existing items are updated by SKU, new items are inserted
This is the fastest way to update prices across your entire catalog or add a batch of new products.