How to import items into Stockroom (CSV)

Quickly bring items from a spreadsheet into the folder you have open.

Stockroom lets you import items from a CSV file directly into the folder you have open. Each column in your file maps to a field in that folder’s item template.

Quick overview

Upload a CSV, match your columns to Stockroom fields, review the items, then save them to your folder.

Before you start

Prepare your file

Use a CSV file exported from Excel, Numbers, Google Sheets, or another spreadsheet app.
Make sure the first row contains column headers. These are the names Stockroom uses to help match your columns to item fields.

Choose the right folder

Items are always imported into the folder you currently have open.
Each folder uses an item template. Your CSV should match that template’s fields as closely as possible.
If your folder uses the default template, use columns for the fields you see in the app, such as name, quantity, price, and any other item details you want to import.

Check permissions

You need permission to create items. If you do not see Import To Folder (CSV) in the folder menu, ask an admin to update your access.

Check your item limit

Imports count toward your total item limit. If the import would put you over your limit, Stockroom will prompt you to upgrade before saving.

Step 1: Open the folder

Go to the folder where you want the new items to be added. The folder can be empty or already contain items.

Step 2: Start the import

Tap the Options button () on the folder or item list screen.
Select Import To Folder (CSV).

Step 3: Choose your CSV file

Pick your .csv file from Files, iCloud Drive, Dropbox, an email attachment you saved, or another location available on your device.

After you choose a file, Stockroom will open the import setup screen.

Step 4: Set up the import

Next, match the columns from your CSV to the fields in your folder’s item template.

Attributes

Each row represents a field from the folder’s template. Choose the CSV column that should fill that field, or leave it unmapped to use the default value.

Barcode value

If your file includes barcodes, you can optionally map a CSV column to the item barcode value.

Automatic matching: If a CSV column name matches a template field name, Stockroom may map it for you automatically. This matching ignores capitalization. Columns named Barcode or Barcode Value can also be matched automatically. You can still change any mapping before continuing.

Next: Continue to the review step. You must map at least one field before the Next button becomes available.
Cancel: Exit the import without saving anything.

Step 5: Review your import

Stockroom will read the CSV, build a preview of the items, and check for possible issues, such as duplicate names.

Scroll through the list to review the items that will be imported.
Tap any row to preview that item before saving.
If an issues banner appears, tap it to review what needs attention.

If issues appear

For each issue, choose how you want Stockroom to handle that row:

Merge — combine it with an existing item when available.
Import anyway — import the row and keep both items.
Do not import — skip that row.

Resolve anything the screen requires before saving.

Step 6: Save or discard

Save Items — completes the import and returns you to the folder.
Discard — closes the import without saving anything.

Tips for a smooth import

Tip	Why it helps
Use column names that match your template fields	Helps Stockroom map fields automatically
Export a sample CSV from Stockroom	Shows the format Stockroom already uses
Import into one folder at a time	Keeps items organized and easier to review
Use UTF-8 encoding	Helps prevent special characters from displaying incorrectly