About

If you need to create multiple Purchase Orders (PO) at once or even if you have one PO with many products, you can upload them using a CSV file instead of adding them one by one.

This is especially useful when:

Uploading historical POs during onboarding
Working from vendor spreadsheets
Managing large batches of orders

Step 1: Download the template

Go to Inventory → Purchases → Purchase Orders.
Click Import CSV (top right).
In the side panel that opens, click Download template to get a pre-formatted CSV file.

The template includes:

Example rows (replace these)
Instructions in the last tab

Important: Don’t change or delete the column headers (the first row). That’s how Finaloop reads your file.

Step 2: Fill in your CSV

Each row represents one line item in a Purchase Order.
Rows with the same PO Name are grouped into a single PO.

Required fields

PO Name → Groups items into a PO. Must be unique, you can't import a PO name that already exists.
SKU → The product SKU. We'll try to match it to an existing product.
Note: If no match is found, a new product will be automatically created.
Quantity → Must be greater than 0. Some products may not allow fractional quantities. Use whole numbers for those.
Cost Per Unit → Accepts formats like 5.00, $5.00, or $5.
PO Placement Date → The date you placed the order. Flexible date formats supported (for example 2026-01-15, 01/15/2026, 15.01.2026).

Optional fields

Production Start Date → The date the vendor started production. You can leave this blank and add it later from the PO page. In the meantime, it will be added but won't impact your books.
Vendor → The vendor name. If left blank, we'll suggest relevant vendors or you can assign one during the review step.
Indirect costs→ You can add any indirect costs in the second tab of the CSV and we'll allocate it automatically.

Tips for filling in your CSV

You can upload multiple POs in one file using different PO names. All rows with the same name are grouped together.
You can upload multiple CSV files at once. Rows with the same PO Name across files are combined into one PO.

Step 3: Upload your file

Drag and drop your CSV in the Import side panel (or click to upload). Finaloop will instantly read and check your file, validating the information.

What gets checked

Missing or incorrect columns
Invalid or missing values
Formatting issues
Duplicate PO names
Valid placed date (less than 1 year old)
Valid production start date (not during locked year)

If something’s wrong, you’ll see exactly:

Which row
What needs fixing

Fix → re-upload → continue.

Step 4: Review your POs

Click Review to go through each PO before importing. You can Review all POs or select Review flagged POs only to review only POs with exceptions, issues, or questions we identified.

For each PO, you can:

Edit the name (it must be a unique PO name)
Adjust dates
Select or update the vendor (we'll match the vendor name from your CSV. If no vendor name was added, we'll assign a vendor based on past vendors used for the same SKU)
Review all line items
Edit quantities or costs per unit

Line item statuses

Status	Color	What it means	What to do
OK	🟢	SKU matched to exactly one product	Nothing. You're good to go!
Pending	🟠	Multiple potential SKU matches	Choose the right product from the dropdown
New	🔵	No matching product found	New product will be created. You can edit the name or merge it later.
Error	🔴	Quantity is fractional but the product settings don't allow it for that product.	Fix the quantity in your CSV to a whole number and re-upload.

Step 5: Import

Once everything looks good:

Click Confirm & Next for each PO
Click Save on the last one

Your POs will now appear in your system.

After import

From your Purchase Orders screen, you can still:

Edit POs
Add shipment details
Update production dates

Nothing is locked, you can refine as needed.

Upload history & deleting imports

Go to Import CSV → Upload History tab to see past uploads (last 90 days).

From here you can:

View upload details
Delete imported POs

Note:

If a PO has a production start date in a locked period → it can’t be deleted
Deleting is permanent
Connected data (shipments, bills, etc.) will be disconnected

Need help?

If anything feels off or confusing, reach out. We’re happy to help.

Chat with us in the app
Email: [email protected]

Import Purchase Orders from CSV