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      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.How to Add Items to an Inventory
      2. Fill out the information for each column.
      3. Click Save.

      To import a file containing item data:

      Review the Inventory Import Best Practices article to read more in detail about how to best structure your item import file for successful imports and about all the import page icons and indicators.

      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. Import-button-marked
      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. Import items popup-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.
          2.  You can access the item import guide by clicking the “Help” button

        Make sure the first row of your import file includes the names of the columns from your SciNote Inventory!

        You can upload up to 2,000 items at a time. If your file contains more items, we suggest splitting it into multiple files. 

        *When ADDING new Items to a SciNote Inventory, make sure the 'Item ID' column is blank. Keep the 'Item ID' data only if you wish to EDIT an existing Item with that existing 'Item ID'.

        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

        Mapping-data-modal-less-data_marked

        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. 
        • Import-preview-modal_marked

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

        IMPORTANT: Please note that when bulk updating items via import, the data in your import file will override the existing data in your SciNote inventory!

        This action can’t be undone. We recommend exporting your current inventory data beforehand in case you need to revert any changes. 

        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.