Excel Integration

I want to upload my inventory Excel file, but I need help.

If you are having trouble with uploading your Excel file, BoxHero team is here to help. Please register from here and fill out the form with your Excel file attached and BoxHero team will assist you as soon as possible.

How do I make stock in and out with an Excel file?

note

Log into BoxHero PC web-app(https://www.boxhero-app.com/) to download your transactions in an Excel file. We will update mobile Excel export shortly as well.

Click the Stock In/Out menu and press 'Excel Import' button on the upper-right corner. For a step-by-step guide, please refer to the below information.

note

Product's barcode and quantity must be included in the Excel sheet.

Making Stock In with Excel file

  • You can also make stock out in the same method below.

Click the Import Excel button from the upper-right corner.

Upload the Excel file.

Select or drag the file to the page.

note
  • Barcode and quantity is required and must be included in the first column.
  • Product Name is not mandatory information.

Excel file example:

Make sure if correct columns are added and click Continue.

Lastly, check each product and its quantity. Then, input memo if needed and click Stock In.

If using Multi Mode

Please insert quantity and Item ID on the Excel sheet, not barcode.

Excel file example:

How do I register product with an Excel file?

note

Log into BoxHero PC web-app(https://www.boxhero-app.com/) to download your transactions in an Excel file. We will update mobile Excel export shortly as well.

From Data Center, please click the Import Excel button from the Product tab and easily register your inventory with the Excel file you have been managaging on. For more, please refer to the guide below.

If you are having trouble with uploading your Excel file, ask for help to the BoxHero team. Fill out the form with your Excel file and BoxHero team will do the rest. Click here for more. :::

Importing Excel

If you have your inventory data in an Excel file, upload it to BoxHero.

  1. Click the Import Excel button.

caution

When uploading an Excel file:

  1. Because the first row is regarded as properties, please insert the title for each row.
  2. Categories must be added to the Data Center in advance.
  3. For products without barcodes, you can generate it by leaving the barcode row empty.

Excel file example:

  1. Upload the Excel file.

Select or drag the file to the page.

  1. Make sure if correct columns are added and click Submit.

  1. The initial quantity is recorded in History as Audit.

Importing Excel File

You can add or edit several products at once.

caution

When uploading Excel file:

  • The first column must be the title for each row. Please specify each row for barcode, product name, category, quantity, etc.
  • Categories must be registered from the Data Center in advance.
  • If there are no barcodes, leave the row as blank for auto-generation.

Can I download transactions from the History menu?

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Log into BoxHero PC web-app(https://www.boxhero-app.com/) to download your transactions in an Excel file. We will update mobile Excel export shortly as well.

From History, select the type of transactions from the upper hand bar and click Export Excel button to download. (Excel export is yet supported on the mobile app.)

How do I download the Product List in an Excel file?

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Log into BoxHero PC web-app(https://www.boxhero-app.com/) to download your transactions in an Excel file. We will update mobile Excel export shortly as well.

From Data Center, please go to Product and click the Export Excel button to download all the list of products in an Excel file. For more, please refer to the guide below.

Excel Download

Download the uploaded product data in an Excel file.

note

Photos are not included in the Excel file.