How to import inventory data in WMS?

TB WMS · import · Last updated October 13, 2026 · Version 1

This process works in apps: TB WMS, TB Books, TB Sync

This article will teach you how to bulk-load catalog items and optional on-hand quantities via Data Migration.

Bulk catalog and quantity loads use Settings → Data Migration → Product Catalog — the same shared wizard as Books and Sync. The flow is upload → map fields → review → import. Quantity updates post as inventory adjustments; Books creates a journal entry for adjustment value when cost is mapped. Bin-level putaway still happens afterward in Inbound or Move.

Steps

• Go to Settings → Data Migration (Organization Settings).
• Under Imports, pick Product Catalog.
• Upload your Excel/CSV file. Under Select Your Header Row, click the row that contains the column names. That row is marked HEADERS and fills the mapping dropdowns. If a dropdown shows a part number or a price, click the header row again.
• Map fields including Quantity for on-hand, Cost for valuation, and optional Image 1–3 URL columns when the file has photos.
• Review the preview for mapping errors on part numbers and sizes.
• On review, select the wms-locations warehouse, choose Update Only or Full Replace, then Confirm & Import.
• Use Inbound / Move afterward if stock must land in specific bins.

Conclusion & best practices

Full Replace can zero SKUs not in the file — use carefully. Quantity changes post as inventory adjustments; Books creates a JE for adjustment value when applicable. Importing quantity does not replace bin putaway — pallets still need an inbound session to be pickable.