How to Bulk Create or Update Item Records via CSV

Bulk create item records via CSV

1. Open the Item object and click Import.
2. Choose CSV file as the import source.
3. Download the Item CSV import template if needed and fill in required fields.
4. Upload the CSV file.
5. Map CSV headers to Sanka properties and keep the object set to Item.
6. Select Create item records and run the import.
7. Confirm the records are created.

Link suppliers or customers to items via CSV

• Make sure the supplier/customer company or contact records already exist.
• Record their Record ID values.
• If the same label exists for both Company and Contact, Company is prioritized when IDs overlap.

1. Include an ID column (or your unique item ID) to identify each item.
2. Add a column for supplier IDs and enter the related company/contact IDs.
3. Add a column for customer IDs and enter the related company/contact IDs.
4. Name the columns clearly so you can map them easily.

1. Set the item key (e.g., ID).
2. Map the supplier column to the Supplier association and choose whether the target is Company or Contact. Use the ID or unique ID you included.
3. Map the customer column the same way using the Customer association (or your label).
4. Run the import and confirm the associations appear on item records.

Bulk update item records via CSV

• For dropdown or status fields, use the value (not the label).

1. Open Import and select CSV file.
2. Upload the CSV and map headers to Sanka properties.
3. Select Update item records and set the key property to ID (or your unique ID).
4. Run the import.

Error and history