How to bulk add new inventory in Sortly via CSV? (Excel, Numbers, Google Sheets)

Easily bulk import NEW ENTRIES into Sortly via CSV using our handy import templates.

Importing your inventory in bulk will save you valuable time and effort if you already have your inventory organized in Excel, Numbers, Google sheets or another type of spreadsheet. 

Note: You cannot use the CSV import feature to update any existing items in your system.

 

Please follow the steps below to import your data in Sortly.

 

STEP 1 - Go to the CSV import section within the Settings tab

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STEP 2 - Download the Sortly import template (BASIC or EXPERT OPTION)

Suggestion: If you are a new user and are not familiar with the Sortly import process, we recommend starting off the with BASIC template.

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STEP 3 - Add your data into the template

Important Tips:

1. The templates are dynamic and it will always reflect the fields you currently have in the Sortly. So create all the fields you need within the Sortly system before you download the template.

2. Please view the SAMPLE or HELP tabs in the template if you are unsure of what data to enter in each field. 

3. Please do NOT change the column names or add new columns or change order.

4. If you don't see the columns you need, please add custom fields within the Sortly system first and then re-download the template.

 

STEP 4 - Save template as CSV 

Saving tips:
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STEP 5 - Import CSV into Sortly

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Error Messages  

In some cases, the Sortly system cannot read information you have attempted to import. Please review the error messages and make appropriate updates to your CSV and attempt to re-upload.

Please note: If you only receive error messages on some items, the others have likely imported into the Sortly system. If you want to re-upload the entire CSV, please go to your Sortly account and delete the items that did upload, otherwise, you will receive a duplicate error message the next time you try to upload.

You can find detailed instructions on deleting items from your Sortly inventory here.

Upload Failure

If you attempt to upload more items and folders than your plan can support, you will be prompted to upgrade your plan. To upgrade your plan, please visit your Manage Plan section in Settings > Billing > Manage Plan.

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Note: If your import fails without a clear error message or if it takes over 5 minutes to import, please contact us at support@sortly.com and provide a copy of the CSV file you are attempting to upload. 

 

 

 

 

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