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The Availability CSV Import lets you upload inventory counts in bulk directly into your staged availability session. This is useful when recording counts from spreadsheets, physical inventory sheets, or external systems.
A staged availability session must exist before you can import. Go to Product → Availability and click Start New Session if one doesn’t exist yet.

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Before You Start

  • Ensure a staged availability session exists
  • All items referenced in your CSV must already exist in WorkSuite
  • Locations referenced in your CSV must already exist in WorkSuite

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Import Workflow

Navigate to Product → Availability → CSV Import to start the import wizard.
1

Upload File

Choose your CSV file or drag and drop it. Download the template from this screen to get started with the correct column order.
2

Preview Data

Review your parsed data before validation. Verify all columns imported correctly and the row count matches your file.
3

Format Validation

The system checks that required fields are present and all values are in the correct format (valid quantities, valid grades, field length limits).
4

Data Validation

The system matches each row to items and locations in WorkSuite. Rows where items or locations can’t be matched are flagged as errors.
5

Import

Matched rows are imported into the staged session. A progress indicator shows how many rows have been processed.
6

Results

Review the summary of successful and failed rows. Start over to import additional files if needed.

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CSV File Format

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Column Headers

Use the following column order (download the template for a pre-formatted file): 
ItemSKU,ItemUPC,ItemName,Quantity,Grade,Location

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Fields

FieldRequiredDescriptionExample
QuantityYesNumber of units (must be a positive whole number)150
ItemSKUOne identifier requiredItem stock keeping unitPLANT-BLUEBERRY-001
ItemUPCOne identifier requiredItem UPC (12-digit)012345678901
ItemNameOne identifier requiredItem display nameBlueberry Bush
GradeNoQuality grade: 1, 2, or 3. Defaults to 2 if omitted2
LocationNoLocation name (must match exactly)Greenhouse A
Each row must include at least one item identifier — ItemSKU, ItemUPC, or ItemName. You do not need all three.

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Item Matching Priority

When a row includes multiple identifiers, the system matches items in this order:
  1. SKU — most precise, use when available
  2. UPC — used if no SKU is provided
  3. Name — used if neither SKU nor UPC is provided
If the identifier matches multiple items (for example, a non-unique item name), the row fails validation.

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Grade Values

GradeMeaning
1Grade 1 (highest quality)
2Grade 2 (standard) — default if omitted
3Grade 3

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Location Matching

Location names are matched case-insensitively against existing locations in WorkSuite. If a location name doesn’t match, the row fails. Leave the Location column blank to import without a location.

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CSV Examples

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Minimal Import (SKU and Quantity only)

ItemSKU,ItemUPC,ItemName,Quantity,Grade,Location
PLANT-BLUEBERRY-001,,,100,,
PLANT-ROSE-RED-4IN,,,250,,

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Import with Grade and Location

ItemSKU,ItemUPC,ItemName,Quantity,Grade,Location
PLANT-BLUEBERRY-001,,,100,2,Greenhouse A
PLANT-ROSE-RED-4IN,,,250,1,Greenhouse B
PLANT-FERN-6IN,,,75,3,Shade House

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Import using Item Names

ItemSKU,ItemUPC,ItemName,Quantity,Grade,Location
,,,100,2,Greenhouse A
Matching by item name can cause errors if multiple items share the same name. Use SKU or UPC when possible.

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Validation Errors

ErrorCauseSolution
”At least one of ItemName, ItemSKU, or ItemUPC is required”Row has no item identifierAdd an ItemSKU, ItemUPC, or ItemName
”Quantity must be a positive integer”Quantity is missing, zero, negative, or a decimalUse a whole number greater than zero
”Grade must be 1, 2, or 3”Grade value is outside the valid rangeUse 1, 2, or 3 — or leave blank for the default (2)
“No matching item found in system”Item identifier doesn’t match any item in WorkSuiteVerify the SKU, UPC, or name matches exactly
”Multiple items match this identifier”Item name matches more than one itemUse ItemSKU or ItemUPC instead
”Location not found in system”Location name doesn’t match any location in WorkSuiteVerify the location name or leave blank
”No staged availability session exists”There is no staged session to import intoCreate a staged session from the Availability screen first

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Best Practices

Tips for Accurate Imports

  • Use SKU as your primary identifier — it’s the most reliable match
  • Download and use the provided template to get column order right
  • Test with a small batch (10–20 rows) before importing your full inventory
  • Verify locations names match exactly what’s in WorkSuite
  • Import by location or item group if you have very large counts

Availability Management

Understand availability sessions and how inventory counts work

Item CSV Import

Import your product catalog before recording counts

CSV Import Field Reference

Complete field specifications for all CSV imports

Location CSV Import

Import warehouse locations