Data import & setup
Getting your data into Digit is one of the most important steps in onboarding—and also one of the areas where customers have the most questions. This collection covers everything you need to know about cleaning your data, deciding between different inventory tracking methods, preparing your Bill of Materials, choosing import vs. manual entry, and avoiding common pitfalls before go-live.
13 articles
How do I clean up my existing data before importing it into Digit?Tips for preparing and cleaning your spreadsheet before importing into Digit.
Should I use serialized or standard inventory tracking?How to choose between serialized tracking and standard quantity tracking.
What unit of measure should I use for this item?How to determine the correct stock, purchase, and sales units.
Should I bulk import via spreadsheet or enter items manually?When to use bulk import vs manual entry during onboarding.
How do I set up my Bill of Materials (BOM) correctly?How to structure components and quantities for a proper BOM import.
Why are there validation errors in my spreadsheet?Common reasons imports fail and how to resolve them.
How do I handle items with variants, sizes, or colors?Best practices for setting up variant-based products.
What information is required vs optional in the import?Explanation of required fields and optional fields during item setup.
How do I set up my warehouse locations and bins?How to structure warehouse locations and bin codes.
Can I import my existing customer and vendor data?How to bring customer and vendor records into Digit.
How do I handle pricing such as standard costs, purchase prices, and sales prices?Understanding the different price fields used in Digit.
What is the difference between buy, make, and sell items?Explanation of item types and when to use each one.
Upload Your Files for Data ImportReady to get your operational data into Digit and start managing your workflows? Our team is here to help! This guide walks you through the quick process of submitting your…