Whilst you can create Warehouse Transfers directly in your account, one at a time, you also have the option to create them in bulk using our Import Warehouse Transfers CSV template. The CSV template allows you to list each Warehouse Transfer's source and destination warehouses, products, and transfer quantities, in a single document, which is then uploaded to create each Warehouse Transfer accordingly.
Warehouse Transfers imported via a CSV upload will be created with a Parked status. You will then be able to review the Warehouse Transfer and make any necessary changes before completing it.
Import Warehouse Transfers
To successfully import a Warehouse Transfer from a CSV file, you must use the same template format as the downloadable Import Warehouse Transfers Template File. If any of the expected field columns are missing from the template or they're in the incorrect order, the import will either fail to upload the Warehouse Transfers will be created inaccurately.
Tips for importing Warehouse Transfers from a CSV template
The products and warehouses included on the Import Warehouse Transfers CSV template must exist in your account and cannot be saved as obsolete.
Only enter the Warehouse Transfer's unique Transfer Number on the same row as its first Transfer Line; the Transfer Number column can be left blank for the remaining Transfer Line rows in the CSV template.
See Import Warehouse Transfers field definitions for more details on the fields included on the Import Warehouse Transfers template.
🤓 Tip: Review the Data Import Checklist and Troubleshooting Import Errors articles to help ensure a successful import.
Importing Warehouse Transfers in bulk
To create new Parked Warehouse Transfers using a CSV template:
From the main menu, navigate to Inventory > Transactions > Warehouse Transfers.
Select Import, in the top right corner of the Warehouse Transfers page.
From the Import Warehouse Transfers page, select Download Warehouse Transfers Template File.
Enter the following required details for each Warehouse Transfer in the field columns provided in the downloaded CSV template:
Transfer Number
Source Warehouse Code
Destination Warehouse Code
Product Code
Transfer Quantity
Return to the Import Warehouse Transfers page and upload the populated Import Warehouse Transfers template via the grey upload tile.
Monitor the import's progress through the task manager icon found in your account's banner:
Orange circle: Import is in progress.
Green tick: Import has successfully uploaded.
Red cross: Import has finished but has failed.
Once the import is completed, an email will be sent to your user address to confirm the import's status. If the import fails, this email will provide details as to why, so you can troubleshoot the issues and re-attempt importing.