Switch inventory software
Move your products, stock and open orders from your current tool.
Export CSV files from the tool you use now, check a preview of every change, then import.
Inventory data migration
What the importer brings over.
Six kinds of record, each with a preview before it posts.
Products and variants
Each SKU and variant with its barcode, unit, cost and price.
Stock by location
Stock on hand for each SKU at each of your locations.
Suppliers
Supplier contacts, with the SKUs you buy from each and their costs.
Customers and price lists
Wholesale customers with the price list each one buys at.
Open purchase orders
Orders placed with suppliers and not yet received in full.
Open sales orders
Orders taken from customers and not yet shipped.
Point of sale, manufacturing, EDI, and lot and serial tracking are not part of the product, so the importer skips them.
CSV import formats
The files the importer reads.
These are import formats. You export the files from your current tool, then import them here.
CSV exports from Cin7 Core
The first importer is shaped like Cin7 Core's CSV export files.
Import formatCSV exports from inFlow and Unleashed
Importers shaped like each tool's export files read their products, stock, contacts, prices and orders.
Import formatAny CSV or spreadsheet
Match your own columns once, and the column map is saved for next time.
Import format
Columns read from Cin7 Core CSV exports
The importer reads these columns. If a header differs, you match it once before the preview.
Inventory List (15 columns)
ProductCode(required)Name(required)CategoryBrandTypeCostingMethodUOMBarcodeMinimumBeforeReorderReorderQuantityDefaultLocationPriceTier1ProductFamilySKUOption1Description
Stock on Hand (5 columns)
ProductCode(required)Location(required)Quantity(required)UnitCostReceivedDate
Suppliers (8 columns)
Name(required)CurrencyPaymentTermTaxRuleEmailAddressPhonePOAddressLine1POCity
Customers (9 columns)
Name(required)CurrencyPaymentTermPriceTierTaxNumberEmailAddressLocationPOAddressLine1POCity
Simple prices (2 columns)
ProductSKU(required)PriceTier1(required)
Custom Prices (4 columns)
ProductSKU(required)CustomerName(required)Price(required)Action
Purchase Tasks (13 columns)
RecordType(required)SupplierName(required)InvoiceNumber(required)InvoiceDateStockLocationSupplierCurrencyTermsProduct(required)Quantity(required)PriceDiscountTaxRuleTotal
Sale Tasks (21 columns)
RecordType(required)CustomerName(required)InvoiceNumber(required)InvoiceDateStockLocationPriceTierCustomerCurrencyTermsShippingAddressLine1ShippingCityShippingProvinceShippingPostcodeShippingCountryBillingAddressLine1BillingCityProduct(required)Quantity(required)PriceDiscountTaxRuleTotal
Inventory software migration
Switch over a weekend, in seven steps.
Import on Saturday and Sunday, then run both tools side by side from Monday.
Step 1: Export
On Friday evening, export products, stock, suppliers, customers and open orders as CSV.
Step 2: Map columns
Match each column to a field and check the preview of the first rows.
Step 3: Import
Import products first, then suppliers and customers, then stock, then open orders.
Step 4: Count and check
Count a sample of SKUs at each location and compare them with the imported stock.
Step 5: Check stock value
Compare the stock value report here with the old tool and QuickBooks before you cut over.
Step 6: Run in parallel
From Monday, enter new orders in both tools for two weeks.
Step 7: Cut over
When stock on hand matches for a full week, stop using the old tool.
Run inventory software in parallel
Two weeks with both tools, then cut over.
Enter the same work in both tools and compare stock on hand each day. Cut over after a full week with no gaps.
Sales orders
Enter each new sales order in both tools.
Purchase orders and receipts
Receive stock in both tools, so both show the same stock on hand.
Stock counts
Compare stock on hand for your busiest SKUs at each location every day.
Invoices
Raise invoices from the old tool until cut over, so your books get each one once.
Scripts and syncs
Point your scripts and syncs at the new tool on cut over day.
Inventory software onboarding
Choose a plan, or book a call to plan the move.
The import is self-serve, and there is no onboarding fee.