AI-Powered Bulk Import

How it works

Upload your existing spreadsheet as-is and Sage does the heavy lifting. No reformatting, no templates, no prep work required.

Here is what Sage does for you:

• Matches your columns to Sortly fields — Sage reads your column headers and figures out what goes where, even when the names are different (for example, "Product Name" maps to "Item Name").
• Creates custom fields for you — If your file has columns that Sortly does not have a field for yet, Sage creates them automatically so nothing gets left behind.
• Spots and fixes errors — Sage flags any data issues and suggests fixes you can review and apply in one click.
• Works with imperfect files — If some rows still have issues, you can import the good ones now and come back to fix the rest later.

Who can use this feature

Step 1: Upload your file

1. 1Open Bulk Import

   In the left navigation, click Bulk Import.

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4. 2Select your file

   On the upload screen, click Click to Browse or drag and drop your spreadsheet directly onto the page. Sortly accepts .xlsx and .csv files up to 30 MB. You do not need to reformat your file or use a Sortly template.

   

5. 3Review the upload summary

   Once your file is processed, Sortly shows a summary with the number of items ready to import and any new custom fields Sage detected. You have two options:

   • Click Review Before Importing to inspect and adjust the field mapping before importing.
   • Click Import Now Without Reviewing to proceed immediately with Sage's suggested mapping.

   

Step 2: Review field mapping

The Map Fields screen shows each Sortly field alongside the column from your file that Sage matched to it, plus a sample data value. If Sage created new custom fields for columns that did not match any existing Sortly field, a blue banner appears at the top with a Review fields button.

1. 4Check Sage's column mapping

   Each standard Sortly field shows a Mapped status when Sage has matched it to a column in your file. Custom fields created by Sage show a Created with Sage status. Click the dropdown on any row to change the mapping manually.

   

2. 5Edit custom fields created by Sage

   For any field showing Created with Sage, click the pencil icon to edit the field name or change its type before importing.

   

3. 6Confirm the mapping and continue

   Once you are happy with the field mapping, click Next in the top right to move to the data preview.

Step 3: Preview and fix your data

The Preview Data screen shows all your items in a spreadsheet-style table. At the top you can see how many items are ready to import and how many have errors. Click any row to fix it manually, or use Sage to fix errors in bulk.

1. 7Edit cells manually if needed

   Click any cell in the table to edit its value directly. This is useful for quick one-off corrections, such as fixing a typo or adjusting a unit.

   

2. 8Fix errors with Sage

   To fix multiple errors at once, click Fix Errors with Sage. Sage groups errors by row and suggests a correction for each one. Review the suggestions, then click Apply Fixes to update everything at once.

Step 4: Complete your import

1. 9Click "Import"

   When your data looks right, click Import in the top right to begin adding your items to Sortly.

2. 10Handle any rows that did not import

   If some rows could not be imported, Sortly shows a Some items did not import screen with the number of affected rows. You have two options:

   • Click Review Import Errors to see which rows failed and why.
   • Click Skip Items & Finish Import to complete the import with the successful rows and address the failed rows separately.

   

3. 11Your import is complete

   When all items are successfully imported, Sortly shows an Import Complete confirmation screen. Click Exit Bulk Import to return to your inventory.