The CSV import is a step-by-step wizard: you upload a file, confirm how its columns map, preview exactly what will happen, then save. Use it for any record type, and it is the way to bring in stocktakes (the Stocky API cannot). For what each record type brings across, see the "What comes over from Stocky" guide in this section.
- Save your data as a real (not .xlsx, .xls, Numbers, or PDF), , with a header row and at least one row of data. Keep each file ; split larger exports into smaller files. Saving as "CSV UTF-8" is best for accented characters.
- , so every line can attach to the right product.
- If you are importing stocktakes or adjustments, (locations are not created for you).
The wizard shows four steps across the top: , , , and .
- choose so Organizely fills in the column matching for you. ("Generic CSV" is for files that did not come from Stocky.)
- pick Purchase orders, Stocktakes, Suppliers, or Adjustments. (Products are not here, they come from your Shopify sync, and Transfers are not offered.)
- A blue "Before you upload" note lists the columns that record type needs. For stocktakes and adjustments, an amber note reminds you that your live stock is not changed.
- Optionally click to see the exact columns Organizely expects.
- Choose your file and click . Organizely reads the columns. Nothing is imported yet.
- Organizely shows each of your columns with a sample value and a field. For a Stocky file the matches are already filled in, so you usually just glance over them.
- Required fields are marked with an asterisk, and the button stays disabled until they are all matched. (Stocktakes have no strictly required columns, so you may not see an asterisk there; just make sure Current Stock and a product-match column such as SKU are mapped.)
- To leave a column out, set its Maps to field to . To undo your changes, click .
- Click when everything looks right.
- The preview checks every row and shows what happen, without saving anything.
- You see four counts: , , , and .
- lists anything to look at. Errors block that one row; warnings still import. "Data row 1" means the first row after your header (line 2 in your spreadsheet). The list shows up to the first 200 issues; if there are more, fix these and re-run to surface the rest. saves the issues shown.
- If it says , go back and check your column matching, especially the required fields.
- Click , then confirm. Large imports run in the background, so keep the tab open until they finish. You then land on the step with a final summary.
- For purchase orders, adjustments, and suppliers, re-importing the same file the same records instead of creating duplicates (they are matched by their Stocky id, or by name for suppliers).
- are matched on the file's contents (a Stocky stocktake file has no id of its own), so re-importing the same stocktake file also updates the same stocktake instead of creating a duplicate.
If you see an "already running" message but no import is actually in progress, wait a minute first (a large import may still be finishing in the background). If it persists, use the button and try again. Re-running is safe.