Video walkthrough: Importing Item data
Step 1: Prepare Your File
Navigate to the Items table from your main dashboard. You have two options to get your data ready:
Use Your Existing Spreadsheet: You can upload your own file and map your unique columns to Digit's supported fields during the process.
Use the Digit Template: If you are starting from scratch, we recommend using our template to ensure your data foundation is reliable.
Step 2: Upload and Review
To begin the process:
Click the Get started button.
Drag and drop your file into the window or click to browse your computer.
Once selected, review the spreadsheet preview and click Next.
Step 3: Map Your Fields
In this step, you will tell Digit which columns in your file match the fields in our system.
Match the column from your file (on the right) to the corresponding Digit field (on the left). For example, if your file calls it "Cost," map it to Standard Cost.
Required Fields: Fields marked with a red asterisk (*) are mandatory. If you don't have a match for a required field, don't worry—you can fix this in the next step.
Step 4: Validate and Verify (The "Cleanup" Step)
Before the data goes live, you will perform a final check to prevent errors.
Identify Errors: Any invalid data will be highlighted in red.
Find and Replace: Use the tool at the top to make bulk changes.
1. Select Your Column: Click the tool and choose the specific column you want to clean up (e.g., Tracking Method).
2. Identify the Error: In the "Find" box, type the incorrect value exactly as it appears in your sheet.
3. Set the Correction: In the "Replace with" box, type the correct formatting.
4. Apply: Click Replace All. You’ll see a confirmation of how many values were updated instantly.
Direct Editing: Click any cell to fix it manually. You can choose to "Replace all similar cells" to speed up the process.
Tooltips: If you're unsure what a value should be, click the tooltip (ℹ️) for expert guidance on that specific field.
Step 5: Submit and Process
Once your data is validated, click Submit. Your data will begin processing in the background. You will receive a success message, and your items will populate in the Items page within a few minutes.
Step 6: Verify Your New Items
Now that the wizard has done the heavy lifting, it's time to see your data in action.
Close the Import Modal: Once you see the success message, you can safely close the import window.
Navigate to Items: Look at the left side panel of your dashboard and click on the Items icon (the box icon) to open your master list.
Verify Your Data: Browse through your list or use the search bar to confirm your items, costs, and tracking methods have populated correctly.
Your item data is now successfully imported into Digit and ready for use. After verifying that all information is accurate in the Items table, you can proceed with confidence, knowing your inventory foundation is clean, consistent, and reliable. Should you notice any inaccuracies, simply update your spreadsheet with the necessary adjustments and re-import the data to maintain system accuracy as your business expands.