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Spreadsheet Import

Bring inventory in from any spreadsheet. Upload Excel or CSV and DayZero's AI maps columns and detects products, locations, and quantities — then fuzzy-matches what you already have and shows a full preview before anything is written. The Done step reports what was created and lists any errors.

Key capabilities

  • Upload .xlsx, .xls, or .csv via drag-and-drop
  • AI column mapping with confidence scores you can override
  • Multi-sheet workbooks with recommended-sheet selection (latest month auto-picked)
  • Per-sheet data-start row and exclude-rows controls
  • Detected locations, categories, and products (with SKUs) surfaced up front
  • Cross-sheet deduplication by normalized item name + SKU
  • Fuzzy matching against your existing variants, with a match-confidence percentage per row
  • Preview with per-location and per-product create/skip choices
  • Inline editing of on-hand quantities before applying
  • Creates locations, products, variants, and starting stock levels in one pass, with error reporting on the Done step
  • Also offered as Import Spreadsheet in the Overview welcome prompt for new, empty inventories

How it works

A background AI pass maps columns and detects entities. You confirm mappings, review a preview with fuzzy-match results, then apply it in one pass.

flowchart LR
  upload["Upload file"] --> analyze["AI maps columns"]
  analyze --> review["Review mappings"]
  review --> preview["Preview + fuzzy match"]
  preview --> apply["Apply import"]
  apply --> done["Locations, products, stock"]

How to use it

  1. Click Import from Spreadsheet at the top of Inventory.
  2. On Upload, drag and drop your file (or browse).
  3. AI analyzes the workbook in the background and maps columns (item name, SKU, quantity, cost, location, …).
  4. On Review Mappings, pick sheets, adjust column assignments, set data-start row, and exclude rows.
  5. Click Generate Preview to see detected locations, products, and inventory levels.
  6. In Preview, choose Create or Skip per location and product, edit quantities, and set/skip rows.
  7. Click Apply Import — the Done step reports what was created and any errors. Click Done to land on the Products tab.

Pro tips

  • Confidence badges show AI certainty — green (90%+), yellow (70–89%), red (below 70%). Override low-confidence mappings before previewing.
  • Use Data starts at row and Exclude rows to skip headers, subtotals, and notes.
  • The same item across sheets deduplicates by normalized name + SKU.
  • If your spreadsheet has formula cells, re-save in Excel first so cached values are stored.
  • Finish within about 30 minutes of uploading — the uploaded file is only kept briefly, so after that re-upload and analyze again.
  • Run the import once: the staged file is cleared after Apply, so fix errors by re-uploading or editing in the Products tab.

In-depth guide

Three phases

Phase What happens
Analyze AI mapping and entity detection run in the background
Preview Confirmed mappings → dedup + fuzzy match → preview
Apply Creates locations, products, variants, and stock levels

Fields the AI maps

Field Notes
Item Name Required
Quantity Required — units on hand
SKU, Category, Location, Bin/Shelf Optional identifiers and placement
Unit Cost, Total Cost, Unit of Measure Cost metadata
Available, Reorder Point Stocking metadata
Vendor, Notes Supplier and free text

Matching and apply

Rows deduplicate by normalized name + SKU across sheets (punctuation and case are ignored). Each row shows New or a match-confidence percentage; a match of 95% or more is treated as an existing item. Apply respects your per-location, per-product, and per-level create/skip decisions. If a step fails, the Done step lists the errors alongside what succeeded.

Formula-only cells without cached values may read blank — re-save the workbook first. Rows missing item name are skipped.