Import/Export

The Import/Export Interface is where you load bulk data into the system or download current records for review and editing. Operations are organized into three sections: General, Orders, and Stock Transactions.

Access: Utilities -> Import/Export Interface

What You See

A warehouse selector sits at the top of the page. Changing it sets the active warehouse for warehouse-scoped work and updates two quick-export links for the inventory catalog.

Each section uses the same four columns:

Module
Export
Import
Template

The Import column uses a custom file control. Click Choose File, select a file, then click Import. Until a file is selected, the row shows No file selected.

Import Matrix

General

Module	Export	Template	Major
Items and Inventory	Yes	`InventoryPro_Inventory.xlsx`	Yes
Assets	N/A	`InventoryPro_Asset.xlsx`	No
Bill of Materials	Yes	`InventoryPro_BillOfMaterials.xlsx`	No
Locations	Yes	`InventoryPro_Locations.xlsx`	Yes
Users	Yes	`InventoryPro_Users.xlsx`	Yes
Employees	Yes	`InventoryPro_Employees.xlsx`	Yes

Orders

Module	Export	Template	Major
Purchase Order	N/A	`InventoryPro_PurchaseOrders.xlsx`	No
Suppliers	Yes	`InventoryPro_Suppliers.xlsx`	Yes
Suppliers Catalog	Yes	`InventoryPro_SuppliersCatalog.xlsx`	No
Shipping Order	N/A	`InventoryPro_ShippingOrders.xlsx`	No
Customers	Yes	`InventoryPro_Customers.xlsx`	Yes

Stock Transactions

Module	Export	Template	Major
Receive Stock	N/A	`InventoryPro_DirectReceive.xlsx`	No
Issue Stock	N/A	`InventoryPro_DirectIssue.xlsx`	No
Cycle Count	N/A	`InventoryPro_CycleCount.xlsx`	No

Major imports show an extra warning dialog before the standard confirmation.

Import Workflow

Download the template from the row you need.
Populate the file and save it as .xlsx, .xls, or .csv.
Select the correct warehouse at the top of the page if the import depends on warehouse context.
Click Choose File in the target row.
Click Import.

Verified live behavior:

If no file is selected, the page shows: No File / Please select a file to import.
Major rows show an extra warning before the standard import confirmation.
All rows then show a standard confirmation for the selected module.
After confirmation, the row buttons are disabled and an upload overlay appears.
Successful imports can redirect to the target module page with a notice that includes the imported row count.

Export Workflow

Exports use a two-step flow. The Export link on the main page opens an intermediate selector page. The actual XLS or CSV download starts from there.

Click Export in the row you want.
On the intermediate page, set the selector if the export type requires one.
Click the XLS or CSV link.
Use << Back to return to the main interface.

Selector behavior varies by export type:

Export type	Intermediate page behavior
Items and Inventory	Warehouse selector
Locations	Warehouse selector
Bill of Materials	Assembly picker
Suppliers Catalog	Supplier picker
Users	No selector
Employees	No selector
Suppliers	No selector
Customers	No selector

Every live export type provides both XLS and CSV links.

Permissions

All rows depend on Security ID 279. Import rows also depend on their module permission.

Module	Required Permission
Items and Inventory	Create/Modify Item Master Record
Assets	Create/Modify Asset
Bill of Materials	Bill of Materials
Locations	Create/Modify Warehouse Location
Users	Create/Modify System User
Employees	Create/Modify Employee
Purchase Order	Create/Modify PO
Suppliers	Create/Modify Supplier
Suppliers Catalog	Create/Modify Supplier Catalog Entry
Shipping Order	Create/Modify SO
Customers	Create/Modify Customer
Receive Stock	Import Receipts
Issue Stock	Import Issues
Cycle Count	Security ID 279 only

Rows you do not have permission to use are not shown.

Current Constraints

Stock Transactions have no export. Receive Stock, Issue Stock, and Cycle Count show N/A in the Export column.
Move Stock and Stock Transits are disabled. Their rows are not currently visible in the interface.
Assets, Purchase Order, and Shipping Order have no export link in the current UI.