Importing Items from a CSV File
If you have a list of items in a spreadsheet or CSV file, you can upload it directly into Peasy instead of typing each item by hand. Peasy provides a template with the right column headers so your file maps correctly.
How to Get There
- Go to Buy > Items in the sidebar.
- Click the table icon next to the blue New Item button — this opens the Bulk add spreadsheet.
- In the spreadsheet footer, click Upload CSV.
Step 1: Download the Template
Before uploading, grab the template so your columns match what Peasy expects.
- In the CSV upload dialog, click Download Template.
- A CSV file downloads with the correct column headers and no data rows.
- Open the template in Excel, Google Sheets, or any spreadsheet app and fill in your items.
Step 2: Fill In Your Data
The template includes these columns:
| Column | Required? | What to Enter |
|---|---|---|
| Item Name | Yes | Whatever you call this item internally |
| Unit you buy | Yes | The unit your vendor sells in (e.g., "case", "bag", "gallon") |
| Cost per Unit you buy | No | What you pay per buy unit |
| Inventory Unit | No | The smallest unit you track (e.g., "jar", "each") — leave blank if it's the same as the buy unit |
| Conversion | No | How many inventory units fit in one buy unit (e.g., 12 if a case has 12 jars) |
| Restock Point | No | The inventory level at which Peasy flags the item as low stock |
| SKU | No | Your internal stock-keeping unit code |
| Supplier Name | No | The vendor you buy from — Peasy creates the vendor if it doesn't exist yet |
| Supplier Item ID | No | How the supplier refers to this item on their invoices |
| Category | No | How you group similar items (e.g., "Dry Goods", "Packaging") |
| Storage Area | No | Where you keep this item (e.g., "Walk-in Cooler", "Dry Storage") |
Only Item Name and Unit you buy are required. Everything else can be added or edited later.
Step 3: Upload Your File
- Click Choose CSV File and select your completed CSV.
- Peasy checks that the column headers match the template. If they don't, you'll see an error explaining which headers are wrong.
- Once the file is valid, your rows load into the spreadsheet grid automatically.
Step 4: Review and Submit
After upload, your items appear in the spreadsheet grid where you can:
- Edit any cell before submitting — fix typos, adjust costs, change units.
- Remove rows you don't want to import.
- Add more rows manually if you need to.
When everything looks right, click Create items. Peasy creates all the items at once and shows a confirmation with the count.
Good to Know
- Headers must match the template exactly. If you rename columns or add extra ones, the upload will fail. Download a fresh template if you're not sure.
- Duplicate item names become variants. If two rows have the same item name but different units, Peasy groups them as variants under one item family — this is expected behavior.
- Vendors and categories are created automatically. If you enter a supplier name or category that doesn't exist yet, Peasy creates it during import.
- You can also paste instead of uploading. If you prefer, copy rows from your spreadsheet and paste them directly into Peasy's grid — no file upload needed.
- Sell products have a similar flow. To bulk-add sell products, use the same spreadsheet tool from Sell > Catalog. The columns are slightly different (price instead of cost, no supplier fields).
Related
- Add Your Items — Overview of all ways to get items into Peasy
- Google Sheets Integration — Work in Google Sheets and paste data back
- Importing from Shopify — Pull products in from your Shopify store
- Managing Buy Items — Edit items after they're imported