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How do I bulk upload products and inventory?

Bulk upload Products

Leah Cullins avatar
Written by Leah Cullins
Updated over a month ago

Bulk Upload is only available to upload new products and their inventory. It does not update existing products and inventory.

To upload a list of new products (in bulk), navigate to Products > Upload CSV and follow the directions on the screen.

  1. Download the template.

  2. Add products to the spreadsheet. (Details below)

  3. Save and upload the template

Once you download the template, open the spreadsheet, delete the example information beginning in row 2, and add in your products.


CSV Bulk Upload Columns

  • Product Title (required): Each row represents a variant tied to the parent product title. Only alphanumeric characters are allowed. No dashes, symbols, or special characters.

  • Product Type (required): Bulk Upload cannot be used for Credits or Memberships. Must use one of the following exactly:

    • Water

    • Accessories

    • FoodAndBeverage (no spaces)

    • Rentals

    • Default

    • Clothing

    • Custom

    • Equipment

  • Size (optional): Enter one size per row, using alphanumeric characters only.

    • Water products do not allow size variants. Include size in the product title if needed.

  • Color (optional): Enter one color per row, using alphanumeric characters only.

  • Vendor (optional): Enter the vendor (brand) name for the product.

  • SKU (optional): Leave blank to auto-generate a unique SKU, or enter a specific SKU. SKUs must be unique and contain up to 64 alphanumeric characters.

  • Barcode (optional): Leave blank to auto-generate a unique barcode, or enter a specific barcode. Barcodes must be numeric only (6–12 digits) and cannot contain letters or symbols.

  • Description (required): Include a clear description of the item for sale.

  • Retail Price (required): Enter the tax-exclusive retail price.

    • If you have access to All Locations, the price applies to all.

    • If you have access to one location, the price applies only there.

    • To set different prices per location, update manually after upload.

  • Unit Cost (optional): Enter the unit-level cost if needed.

    • If you have access to All Locations, the cost applies to all.

    • If you have access to one location, the cost applies only there.

    • Update costs manually later if needed.

  • Active (required):

    • TRUE (default): Product is active and available for sale.

    • FALSE: Product is not available in POS.

  • Discountable (required):

    • TRUE (default): Product can be discounted by promotions.

    • FALSE: Product cannot be discounted.

      • Example: If a product like "Blue T-shirt" is set to FALSE, it won't receive a discount even if a "20% off Retail" promotion exists.

  • Allowed Purchase Without an Account (required):

    • TRUE (default): Customers without accounts can purchase the item.

    • FALSE: Only customers with accounts can purchase.

  • Track Inventory (required):

    • FALSE (default): Inventory is not tracked.

    • TRUE: Inventory is tracked.Product Title (required): Each row is a variant tied to the parent product, i.e., the “Product Title”.  Only alphanumeric characters are accepted for product titles and variants, with no dashes or symbols. 


Locations

If you have manage inventory permissions, you'll see an extra column for each studio you can manage where you can enter inventory amounts.

Products are added to locations based on the locations assigned to the Employee.

  • If an Employee has access to three locations, the product is added to all three.

  • If inventory is set to 0, the product is created but shows 0 inventory.

  • If a location (like a live stream) should not have retail, create a retail-specific Employee profile with only the correct locations assigned.

Save the file, attach it, and upload the CSV file. You do not need to stay on the page once the upload begins. Check the status of uploads at the bottom of the page.

Upload statuses:

  • Uploaded: File accepted and queued for processing.

  • Processing: File is being processed.

  • Success: Products added successfully.

  • Error: Products not added. Click "View Details" to see the row and error message. Correct the CSV, re-save, and re-upload the full file.

Important: You cannot sell a product with 0 or negative inventory. If a product is active and set to track inventory, make sure the inventory number is updated.

Permissions to know:

  • Only Employees with bulk upload permissions can upload products.

  • Employees can only bulk upload to locations they have access to.

  • Products will be Inactive at locations where the Employee has no access.

  • Employees with manage inventory permission can set initial inventory amounts during upload.


Upload CSV

Once the CSV file is ready, return to Mariana Tek and upload the CSV.

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