Import Inventory Through Sortly Assistant

How importing with Sortly Assistant works

Already track your inventory in a spreadsheet? You can bring it into Sortly as it is. Sortly Assistant reads your file, matches your columns to Sortly fields, and checks your data for problems before anything is imported.

Here is what it does with your file:

• Matches your column headers to Sortly fields, such as Item Name, Quantity, and Price.
• Creates a custom field for any column that does not match an existing Sortly field.
• Finds rows with errors and suggests a fix for each one. Nothing changes until you review and apply the fixes.

You review every step before you import. Importing with Sortly Assistant is available on the web app.

Choose how to start

You can start an import from three places. All three lead to the same process: you upload your spreadsheet, then work with Sortly Assistant to review and edit it.

From the welcome screen

Just getting started with a spreadsheet of items? Begin from the welcome screen.

1

On the welcome screen, find I have a file or photos and select Bring items.

2

When Sortly Assistant asks which you prefer, select Use a spreadsheet.

From Setup

Past the welcome screen and ready to import more items? You can start from Setup at any time.

1

Select Setup in the left menu, then select Import inventory.

2

In the Import items window, select Upload a file.

From Sortly Assistant

Prefer to just ask? Tell Sortly Assistant what you want to do.

1

Select Sortly Assistant in the left menu.

2

Type a request such as "help me import my inventory" and send it.

Upload your file

Once you choose to upload a file, the same screen opens however you got there.

1

Upload your Excel or CSV file.

2

Use the Import items to menu to choose where the items go.

3

Wait while Sortly Assistant maps your data. This may take a moment, so keep the window open.

Review the file summary

After Sortly Assistant reads your file, it shows a summary of what it found and what it changed. In the example below, the file has 225 rows.

The summary can include:

Items ready to import

The number of rows Sortly Assistant can import.

New custom fields

Columns that did not match a Sortly field, which Sortly Assistant created as custom fields. You can review and adjust them in the next step.

Items autocorrected

Rows where Sortly Assistant fixed a value. You see exactly what changed before anything imports.

Columns skipped

Columns left out because of custom field limits. You can upgrade, or map these columns to existing fields in the next step.

Select Review before importing to check the changes. Select Import now without reviewing to import right away.

Review your field mapping

The Map Fields step shows how each column in your file lines up with a Sortly field. Each row shows the Sortly field, the column it is mapped to, a sample of your data, and its status.

1

Look through the Sortly Field list. Each field shows a Mapped status when it has a matching column.

2

To change a match, open the dropdown in the Map to Column Header column and choose a different column.

3

Scroll to Custom Field to see the fields Sortly Assistant created. Each one is marked Created with Sortly Assistant. Select the pencil icon to edit it.

4

To add a field yourself, select Add Custom Field.

5

When the mapping looks right, select Next.

The screen also shows how many custom fields you have used, such as 3 of 20.

Fix errors with Sortly Assistant

The Preview Data step shows your items in a table before you import. Rows with errors will not be imported until they are fixed.

If some rows have errors, the page shows how many are ready and how many have errors. Cells with a problem are highlighted in red.

1

Select Only show errors to show only the rows that need attention.

2

Fix a value yourself by selecting a cell and typing a new value.

3

Or select Fix errors with Sortly Assistant to have it suggest fixes for you.

4

In the Review & Apply Fixes panel, open a row to see what Sortly Assistant changed. Edit the suggested value if you want something different, or remove a fix you do not want.

5

Select Apply All Fixes.

For example, if a Unit cell contains piece, Sortly Assistant might suggest ea. You can keep that suggestion or type your own before you apply it.

Import your items

Once your rows are ready, you can bring everything into Sortly.

1

Check that the count at the top of the page shows your items as ready to import.

2

Select Import.

3

When the import finishes, the Import Items step shows how many items were imported and where they went.

Select View Imported Items to see your new items, or Exit Bulk Import to leave.