How to Add Items to an Inventory

You can add each item to the inventory individually or you can import an existing database of inventory items via file import.

Before adding items, customize your inventory by adding columns. To learn how to do that, follow this article. 

To manually add an individual item:

1. Click +New item.
2. Fill out the information for each column.
3. Click Save.

To import a file containing item data:

1. Create the same number of columns in SciNote that you wish to import from your Excel (.XLSX), .CSV, .TXT, or .TSV file.
   1. *Please note that certain Column types cannot be imported
2. Click on the Import items button. 
   1. 
3. A pop-up will provide more info and instruct you to choose a file.
   1. You can click Import to select a file from your device, or simply drag and drop an import file into the blue box area
      1. 
   2.  An Export all items button exports a file (choose .XLSX or .CSV) with the current inventory items’ data.  
   3. A Download inventory template button exports a file with all the column headers from your selected inventory. Using this template, simply add item data and it will already have the structure needed for a seamless import.
   4.  You can access the item import guide by clicking the “Help” button

4. Once you've uploaded your import file, next you will map data to match the columns of your uploaded file to the columns in the SciNote inventory.

• • SciNote will automatically map the columns by matching column names from your imported file with the ones in your SciNote inventory. Review the mapped columns and click Confirm to continue with the import.

  • If you want, you can unselect the Auto-mapping function in the upper left and map the columns yourself manually instead

5. Review and verify the Import preview.

• From this popup, you can do a final review of the imported data. This preview displays pending changes resulting from the imported file. At this stage, you can still cancel the import by clicking Back. 

6. Once you've reviewed the Import review, click Import to finalize the import changes to your inventory items.

If you have any questions, please do not hesitate to contact us at support@scinote.net. For more info about our Premium plans, request a quote.