CSV import: Items

You can import the following types of items by uploading a CSV file.

  • Inventory

  • Non-inventory

  • Non-inventory (purchase only)

  • Non-inventory (sales only)

  • Standard kit (non-stockable)

  • Stockable kit

Download a template

We recommend downloading a new blank template from either the Items list page or the Company Setup Checklist whenever you import information into Sage Intacct. This is important because:

  • Templates are automatically customized based on your company configuration, including dimensions and custom fields you created.
  • Templates can be updated by Intacct at any time, especially when a new version of Intacct is released. This means that an older template might not work.

To download an items template from the Items page:

  1. Go to Inventory Control, Purchasing, or Order Entry > Setup > Items.

  2. Select Import. An Import dialog box opens.
  3. Select the Download template link.

To download a template from the Company setup checklist:

  1. Go to Company > Setup > Configuration > Import data.

    A list of information that you can import appears.

  2. Decide on a type of information to upload, and select the Template link associated with that information.

Prepare a CSV file for import

When you download a template, the correct headers are in the template already. All you have to do is fill in the columns with your data, save it as a CSV file, and upload the file.

The header titles in the template you download correlate to fields in Intacct. Incorrect header titles will cause an upload error.

For more information about the CSV upload process, including best practices, common errors, and how to upload your CSV file, see Prepare your file for CSV import.

Best practices

The following best practices will help you prepare your CSV file for upload.

Avoid common import errors

Intacct recommends following these guidelines to avoid import errors.

Format dates

When uploading your CSV file, you can select a Date Format for the dates in your file.

When you select a date format here, Intacct attempts to import your file using the selected date format. If Intacct can’t import your file with the selected date format, it attempts to discover the date format used in your file and import the data using that date format.

Import a CSV file

You can import items from either your Items list or your Company Setup Checklist.

  1. When you are ready to import the file, do either of the following:
    • Go to Company > Setup > Configuration > Import data.

      Then, scroll down to Inventory Items and select the Import link.

    • Go to Inventory Control, Purchasing, or Order Entry > Setup > Items.

      Then, select Import at the top of the list.

  2. In the Importdialog, set the following options and select Import.
    If errors are found in your upload file, the valid records in the file are imported by default. If you want the import to fail without any records being imported, select If errors occur, roll back the import option.

After an import, Intacct informs you if the import was successful and how many records were imported.

In a completely successful import, the confirmation page lets you verify all the records in your original file were, in fact, successfully imported without having to manually verify them.

Offline CSV imports

Some imports can take considerable time, depending on their size and how much processing Intacct must do to the data. When in doubt, select Process offline on the import utility page.

When the offline process is complete, Intacct sends an email to the address you entered in the Import Company Information dialog (where you imported your file).

Intacct recommends that you select Process offline when importing CSV files, and provide your email address. If your import fails, you’ll always be notified, and the failed records are sent to your email.

Handle errors

If you experience import errors, review the importing tips and common errors.

Import errors occur when you try to import information that doesn’t match the requirements of the template. Each template has a set of required information you must enter to import the file successfully, and formats to follow for certain kinds of information. Read the descriptions in the template to determine the most accurate way to enter your data.

If individual transactions are in error, the rows in the transaction that are in error are saved in a CSV file for you along with an error code for each row. Check your email for information about specific errors. See Find and fix CSV import errors for more information.

For more information about the CSV upload process, read Prepare your file for CSV import.

Field descriptions

You can upload beginning balances for both warehouse quantity and price using the CSV template. This is different from the Intacct user interface: these fields are not present in the user interface.

The field definitions in your template explain what type of information is required for each field, and how to enter valid information. It's always a good idea to read the field definitions before making entries.

You can reorder the columns of your CSV file for ease of use. However, the column header must contain the field name exactly as it appears in the original template.

If you downloaded a template from the Company Setup Checklist or an object list page, your template contains the headers and dimensions that are specific to your company. The headers in a standard template might not contain field definitions specific to your company.

To import dimension values, enter information in the appropriate dimension column of the import spreadsheet. Otherwise, no information appears for that dimension.

If you relabeled any dimensions (see Terminology for more information), your dimension name does not appear in the CSV template, but the original Intacct dimension name does.

The template has three tabs:

  • Simple Item Upload: contains field information for a simple item upload if your organization uses the standard, preconfigured workflows in Order Entry, Purchasing, and Inventory Control.
  • Example of Simple Item Upload: contains an example of a simple item upload, with fields filled in.
  • Advanced Item Upload: contains field information for an advanced item upload if your organization uses the advanced workflows in Order Entry, Purchasing, and Inventory Control.
Do not overwrite existing information with blank cells unless you intend to remove that information from your Items list. For example, if you clear the information in a specific column of your spreadsheet, that information will be deleted in Intacct when you import the file. Make sure that your spreadsheet contains all the columns of information(including columns that have no changes) that you want to appear in Intacct.

Simple item upload fields: Required

Back to Field descriptions

Field Name: DONOTIMPORT

#

Any row that starts with # is ignored during import.

Field Name: ITEM_ID

UI Field Name:

Item ID

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

None

Required:

Yes

Editable:

No
Field Name: NAME

UI Field Name:

Name

Type:

Character

Length:

100

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

None

Required:

Yes

Editable:

Yes
Field Name: ITEM_TYPE

UI Field Name:

Item Type

Type:

Character

Length:

30

Default Value:

Inventory

Valid Values:

Inventory, Non-Inventory, Non-Inventory (Purchase only), Non-Inventory (Sales only) , Kit, or Stockable Kit.

Dependencies:

No

Required:

Yes

Editable:

No
Field Name: COST_METHOD

UI Field Name:

Cost method

Type:

Character

Length:

N/A

Default Value:

None

Valid Values:

Standard, Average, FIFO, LIFO

Dependencies:

None

Required:

Yes

Editable:

No
Field Name: V_VENDOR_ID

UI Field Name:

Vendor ID

Type:

Character

Length:

20

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

A valid Vendor

Required:

Yes

Editable:

Yes
Field Name: W_WAREHOUSE_ID

UI Field Name:

Warehouse ID

Type:

Character

Length:

40

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

A valid Warehouse

Required:

Yes

Editable:

Yes
Field Name: IC_COMPONENTKEY

UI Field Name:

Component ID

Type:

Character

Length:

30

Default Value:

None

Valid Values:

A valid Item

Dependencies:

None

Required:

Yes

Editable:

Yes
Field Name: IC_QUANTITY

UI Field Name:

Number of units

Type:

Number

Length:

10

Default Value:

None

Valid Values:

Digits 0-9

Dependencies:

None

Required:

Yes

Editable:

Yes
Field Name: WEIGHTUOM

UI Field Name:

UOM for weight

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify NETWEIGHT

Editable:

No

Description:

UOM for weight

Field Name: NETWEIGHT

UI Field Name:

Net weight

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

New weight

Field Name: LWHUOM

UI Field Name:

UOM for length, width, and height

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify LENGTH, WIDTH, or HEIGHT

Editable:

No

Description:

UOM for length, width, and height

Field Name: LENGTH

UI Field Name:

Length

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Length

Field Name: WIDTH

UI Field Name:

Width

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Width

Field Name: HEIGHT

UI Field Name:

Height

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Height

Field Name: THICKNESSUOM

UI Field Name:

UOM for thickness

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify THICKNESS, MINIMUMTHICKNESS, or MAXIMUMTHICKNESS

Editable:

No

Description:

UOM for thickness

Field Name: THICKNESS

UI Field Name:

Thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Thickness

Field Name: MINIMUMTHICKNESS

UI Field Name:

Minimum thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Minimum thickness

Field Name: MAXIMUMTHICKNESS

UI Field Name:

Maximum thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Maximum thickness

Field Name: AREAUOM

UI Field Name:

UOM for area

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify AREA

Editable:

No

Description:

UOM for area

Field Name: AREA

UI Field Name:

Area

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Area

Field Name: VOLUMEUOM

UI Field Name:

UOM for volume

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify VOLUME

Editable:

No

Description:

UOM for volume

Field Name: VOLUME

UI Field Name:

Volume

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Volume

Field Name: DIAMETERUOM

UI Field Name:

UOM for diameter

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify INNERDIAMETER or OUTERDIAMETER

Editable:

No

Description:

UOM for diameter

Field Name: INNERDIAMETER

UI Field Name:

Inner diameter

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Inner diameter

Field Name: OUTERDIAMETER

UI Field Name:

Outer diameter

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Outer diameter

Field Name: DENSITYUOM

UI Field Name:

UOM for density

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify DENSITY

Editable:

No

Description:

UOM for density

Field Name: DENSITY

UI Field Name:

Density

Type:

Character

Length:

40

Dependencies:

None

Required:

No

Editable:

No

Description:

Area

Field Name: DEFAULT_conversiontype

UI Field Name:

Default conversion type

Type:

Character

Default value:

Quantity

Dependencies:

None

Required:

Yes

Editable:

No

Advanced item upload fields: Required

Back to Field descriptions

Field Name: DONOTIMPORT

#

Any row that starts with # is ignored during import.

Field Name: ITEM_ID

UI Field Name:

Item ID

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

None

Required:

Yes

Editable:

No
Field Name: NAME

UI Field Name:

Name

Type:

Character

Length:

100

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

None

Required:

Yes

Editable:

Yes
Field Name: ITEM_TYPE

UI Field Name:

Item type

Type:

Character

Length:

30

Default Value:

Inventory

Valid Values:

Inventory, Non-Inventory, Non-Inventory (Purchase only), Non-Inventory (Sales only) , Kit, or Stockable Kit.

Dependencies:

No

Required:

Yes

Editable:

No
Field Name: ENABLEFULFILLMENT

UI Field Name:

Fulfillment

Type:

Boolean

Default Value:

false

Valid Values:

true, false

Dependencies:

No

Required:

No

Editable:

Yes

Notes:

Applicable only if item type is 'Non-Inventory' or 'Non-Inventory (Sales only)' and Inventory Control is configured for fulfillment.

Field Name: COST_METHOD

UI Field Name:

Cost Method

Type:

Character

Default Value:

None

Valid Values:

Standard, Average, LIFO, FIFO

Dependencies:

None

Required:

Yes

Editable:

Yes
Field Name: HAS_START_AND_ENDDATES

UI Field Name:

Enable start and end dates

Type:

Character

Length:

N/A

Default Value:

F

Valid Values:

T (True), F (False)

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: TERM_PERIOD

UI Field Name:

Term period

Type:

Character

Length:

N/A

Default Value:

Days

Valid Values:

Days, Weeks, Months, Years

Dependencies:

None

Required:

Yes

Editable:

Yes
Field Name: DEFAULT_NO_OF_PERIODS

UI Field Name:

Default no. of periods

Type:

Numeric

Length:

4

Default Value:

None

Valid Values:

Positive integers up to 1,500

Dependencies:

None

Required:

Yes, if HAS_START_AND_ENDDATES is true

Editable:

Yes
Field Name: V_LINE_NO

UI Field Name:

None

Type:

Numeric

Length:

Any

Default Value:

None

Valid Values:

Positive integer

Dependencies:

Use 1 for the first line item, and increment by 1 for each subsequent line.

Required:

Yes

Editable:

No
Notes: These are the line numbers on the Vendor history tab.
Field Name: V_VENDOR_ID

UI Field Name:

Vendor ID

Type:

Character

Length:

20

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

Must refer to a valid vendor

Required:

Yes

Editable:

Yes
Field Name: W_LINE_NO

UI Field Name:

None

Type:

Numeric

Length:

Any

Default Value:

None

Valid Values:

Positive integer

Dependencies:

Start with 1 for the first line item, and increment by one for each subsequent line.

Required:

Yes

Editable:

No
Notes These are the line numbers in the Warehouse section in the General tab.
Field Name: W_WAREHOUSE_ID

UI Field Name:

Warehouse ID

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

Must refer to a valid warehouse

Required:

Yes

Editable:

Yes
Field Name: W_REORDER_METHOD

UI Field Name:

Reorder Method

Type:

Character

Length:

N/A

Default Value:

None

Valid Values:

Economic Qty, Max Stock Level or Reorder Point

Dependencies:

None

Required:

Yes

Editable:

Yes
Field Name: IC_LINENO (applicable ONLY for kits)

UI Field Name:

None

Type:

Numeric

Length:

Any

Default Value:

None

Valid Values:

Positive integer

Dependencies:

Use 1 for the first line item and increment by 1 for each subsequent line.

Required:

Yes (if kits)

Editable:

No
Field Name: IC_COMPONENTKEY (applicable ONLY for kits)

UI Field Name:

Item ID (on kits components tab)

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Alphanumeric and underscore

Dependencies:

None

Required:

Yes (if kits)

Editable:

Yes
Field Name: WEIGHTUOM

UI Field Name:

UOM for weight

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify NETWEIGHT

Editable:

No

Description:

UOM for weight

Field Name: NETWEIGHT

UI Field Name:

Net weight

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

No

Description:

New weight

Field Name: LWHUOM

UI Field Name:

UOM for length, width, and height

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify LENGTH, WIDTH, or HEIGHT

Editable:

No

Description:

UOM for length, width, and height

Field Name: LENGTH

UI Field Name:

Length

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Length

Field Name: WIDTH

UI Field Name:

Width

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Width

Field Name: HEIGHT

UI Field Name:

Height

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Height

Field Name: THICKNESSUOM

UI Field Name:

UOM for thickness

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify THICKNESS, MINIMUMTHICKNESS, or MAXIMUMTHICKNESS

Editable:

No

Description:

UOM for thickness

Field Name: THICKNESS

UI Field Name:

Thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Thickness

Field Name: MINIMUMTHICKNESS

UI Field Name:

Minimum thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Minimum thickness

Field Name: MAXIMUMTHICKNESS

UI Field Name:

Maximum thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Yes

Description:

Maximum thickness

Field Name: AREAUOM

UI Field Name:

UOM for area

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify AREA

Editable:

No

Description:

UOM for area

Field Name: AREA

UI Field Name:

Area

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

No

Description:

Area

Field Name: VOLUMEUOM

UI Field Name:

UOM for volume

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify VOLUME

Editable:

No

Description:

UOM for volume

Field Name: VOLUME

UI Field Name:

Volume

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

No

Description:

Volume

Field Name: DIAMETERUOM

UI Field Name:

UOM for diameter

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify INNERDIAMETER or OUTERDIAMETER

Editable:

No

Description:

UOM for diameter

Field Name: INNERDIAMETER

UI Field Name:

Inner diameter

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

Np

Description:

Inner diameter

Field Name: OUTERDIAMETER

UI Field Name:

Outer diameter

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Editable:

No

Description:

Outer diameter

Field Name: DENSITYUOM

UI Field Name:

UOM for density

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

Yes, if you specify DENSITY

Editable:

No

Description:

UOM for density

Field Name: DENSITY

UI Field Name:

Density

Type:

Character

Length:

40

Dependencies:

None

Required:

No

Editable:

No

Description:

Area

Field Name: DEFAULT_conversiontype

UI Field Name:

Default conversion type

Type:

Character

Default value:

Quantity

Dependencies:

None

Required:

Yes

Editable:

No