Data Exchange Inventory Reference

Use this reference when preparing an Inventory import in Settings → Data Exchange.

Required Columns

  • asset_tag
  • name

Optional Columns

  • id
  • category_id
  • warehouse_id
  • supplier_id
  • status
  • is_serialized
  • quantity
  • location fields
  • PAT and acquisition fields
  • dimensional and weight fields

Accepted Values

  • status must match a valid inventory item status
  • is_serialized must use supported boolean values such as true / false
  • quantity must be numeric
  • dates must be ISO format: YYYY-MM-DD
  • decimal fields must use plain numeric values

Relationship Rules

  • category_id must match an existing item category in the same tenant
  • warehouse_id must match an existing warehouse in the same tenant
  • supplier_id must match an existing supplier in the same tenant

Example CSV Row

id,asset_tag,name,category_id,warehouse_id,is_serialized,quantity,status
1,INV-001,Mixer,3,2,false,5,active

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