Documentation

Upload a file

Choose an import type and upload a CSV or Excel file to begin validation.

Uploading a file is the first step after you choose what kind of data you are importing.

Choose an import type

From Imports, start a new import and select the type that matches your file:

TypeUse when your file contains…
ProductsProduct catalog data — names, SKUs, brands, prices, quantities, images, etc.
Stock quantitiesOn-hand inventory counts by store or location
Min-Max quantitiesReplenishment minimum and maximum thresholds
Store Min-MaxStore-level min/max settings
CustomersCustomer records (when enabled for your workspace)

Choosing the correct type ensures Import Ready validates against the right rules and shows the appropriate columns in preview.

Supported file formats

  • CSV (.csv) — comma-separated values with a header row
  • Excel (.xlsx) — first worksheet is read automatically

Your file should include a header row as the first line so columns can be matched in the next step.

Upload your file

  1. Drag and drop your file onto the upload area, or click to browse.
  2. Wait while Import Ready reads the file.
  3. When processing completes, you are taken to Match columns.

File preparation tips

  • Keep column headers short and unique — duplicate header names cause mapping problems.
  • Remove blank rows at the top of the sheet before uploading.
  • For large files, upload may take a minute. Stay on the page until you are redirected.
  • Use UTF-8 encoding for CSV files with special characters.

What happens after upload

Import Ready:

  1. Detects columns from your header row.
  2. Prepares a column-matching screen.
  3. After you confirm mappings, runs full validation on every row.

Tip: If you are unsure about column names, upload anyway — you will map headers to the correct fields on the next screen.