Product Import Workflow
The Import Inventory Catalog workflow is used to create or update products and services in bulk for the active clinic.
Important distinction
This import does not change stock on hand. It updates catalog data only.
Main workflow
- Open
Import Inventory Catalog. - Upload a CSV, XLSX, or XLS file.
- Preview the import.
- Review row-level changes and any errors.
- Confirm the import if the preview is correct.
What the preview shows
The preview can show:
- processed rows
- create count
- update count
- failed rows
- skipped rows
- preview rows
- created categories
- tax guidance notes
Matching rules
Rows are matched by:
id- then clinic-scoped
sku