Importing items

Optional — step 4.2. Part of catalog setup. This builds your organization inventory catalog — master items, variants, categories, and supplier prices.

Team-level items (what a bar or kitchen actually stocks) are not created unless you check Add to team below.

Where to import

1. Open Getting Started → Import Items.
2. Download the CSV template.
3. Choose supplier lookup mode and whether to add imported items to team(s).
4. Upload, preview, then confirm.

File layout

One row per variant (each size/pack format). Same item name with different Size values creates multiple variants under one master item.

Column	Notes
Name	Required — master item name
Category	Required — e.g. Spirits > Vodka (max 3 levels)
Size	Variant size, e.g. 750ml
Code	Item-level identifier (used in product and bundle imports)
Variant SKU	Variant-level identifier — best key for linking stock products
Variant Barcode	Optional
Supplier Name	Links a supplier price to this variant
Supplier Code	Supplier's code for this SKU
Price	Purchase price per purchase unit (PU)
Number of Units per PU	e.g. 24 for a case of 24; default 1
Update if Existing	yes to update; no to skip existing rows

Missing categories are created automatically during import.

Supplier lookup

Mode	Behaviour
Auto-create missing suppliers (default)	Creates a master supplier when the name in the CSV is not found
Strict lookup	Fails rows where the supplier name does not already exist — complete step 4.1 first

Use strict mode when you want to prevent typos from spawning duplicate suppliers.

Add imported items to team

By default, item import only creates master records. Teams do not see new items until they are assigned.

Check Also add imported items to team and select one or more teams to create team items automatically after a successful import. This is the usual path when onboarding a new bar or kitchen.

You can also assign master items to teams manually from the Items screen (step 5).

Preview and errors

The preview lists every row with validation errors before anything is written. Fix the spreadsheet and re-upload rather than cleaning up bad data afterward.

Common issues: missing category, duplicate variant SKU, supplier not found (strict mode), invalid price format.

What's next

Step 4.3 — Importing products to load your menu / POS lines, or step 5 — Managing team items if you are not using product import yet.