Creating new inventory batches by bulk importing using CSV files

To add many new batches at once, download the sample CSV from Freshly, fill in a row for each batch, and import it from Inventory Batches > Import. Importing is available on the paid Freshly plan.

Get the sample CSV

  1. In Freshly, go to Inventory Batches.
  2. Click Import.
  3. Click Download a sample CSV.
Download sample CSV

Freshly emails the sample to your notification email addresses (set in Preferences > Staff notifications > Email recipients). It has one row for every product variant, with these columns:

product_id , vendor , product_title , sku , variant_id , variant_title , variant_barcode , price , variant_inventory_quantity , location_id , inventory_batch_quantity , expiry_date , batch_name , received_date , batch_number , barcode , invoice_number , description , enable_shopify_sync

The product and variant columns are filled in for you. The batch columns are blank.

Fill in your batches

  1. Delete the rows for variants you aren't adding batches to.
  2. To add more than one batch for the same variant, copy the row and fill in each copy.
  3. For each row, fill in: - location_id : copy it from the import modal, which lists each of your locations with its ID. The variant must be stocked at that location in Shopify. - inventory_batch_quantity : a whole number, 0 or more. - expiry_date  (optional): format YYYY-MM-DD, for example 2027-03-24. Leave blank if the batch doesn't expire.
  4. Optional: fill in batch_name , received_date  (YYYY-MM-DD, defaults to today), batch_number , barcode , invoice_number  and description .
  5. Optional: set enable_shopify_sync  to FALSE if the units are already counted in Shopify. Leave it blank or TRUE to add the batch quantity to your Shopify inventory.

Shopify is only updated if Preferences > Inventory > Batch quantities added or adjusted on Freshly are reflected in Shopify. is turned on.

If you use Microsoft Excel, format the ID columns (product_id , variant_id , location_id ) as Number with 0 decimal places, or as text. Otherwise Excel can save them in scientific notation (like 4.4435E+12) and the import fails.

Leave the column names in the first row exactly as they are.

Import the file

  1. In Freshly, go to Inventory Batches and click Import.
  2. Under CSV file, click Select CSV or drop your file in.
  3. Click Import batches.
  4. Check the Ready to import summary. It shows how many batches will be added and how many updated.
  5. Click Start import.
Start Import

Freshly imports the file in the background and shows "Your import status will be delivered by email to:" with your email addresses.

In app notifcation will appear once you import your batches

Check the results

You'll get an email titled "Freshly inventory batch import results" with a CSV attached. The email says how many rows were imported and how many failed. Each row's result is in the import_status  column. "Completed" means the row was imported. Anything else is an error message. See Bulk importing inventory batches for what each error means.

Email notification

To retry, fix the failed rows, delete the completed ones (or they'll be added again), and import the file again.

Your new batches now appear on the Inventory Batches page.

Inventory batches page

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