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 in InventoryIQ using a CSV or Excel file (.csv, .xlsx or .xls) 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 → Supply chain → Purchase orders.
Click Import CSV (top right).
In the Import purchase orders panel that opens, click download our template to get a pre-formatted Excel file.
Supply chain › Purchase orders (① Import CSV)
The template includes:
A PO Direct tab with example rows (replace these)
A PO Indirect Costs tab for indirect costs
Instructions in the last tab
Important: Don't change or delete the column headers (the first row) or rename the tabs. That's how Finaloop reads your file.
Step 2: Fill in your file
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. 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 (optional): 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 (optional): The vendor name. If left blank, we'll suggest relevant vendors or you can assign one during the review step. If the name doesn't match an existing vendor, it's created as a new vendor.
Indirect costs: You can add any indirect costs in the PO Indirect Costs tab of the template and we'll allocate it automatically. A CSV file has only one tab, so if you upload a CSV, add indirect costs during the review step.
Tips for filling in your file
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 files at once. Rows with the same PO name across files are combined into one PO.
All rows of the same PO must use the same vendor, placement date and production start date.
Step 3: Upload your file
Drag and drop your file under Upload files in the Import purchase orders 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 placement date (no earlier than 1 year before your InventoryIQ start date)
Valid production start date (not during a locked period, and not before the placement date)
If something's wrong, you'll see exactly:
Which row
What needs fixing
Fix the file, re-upload it and continue. If only some POs can't be imported (for example, a duplicate PO name), you can continue with the rest and import those later.
Step 4: Review your POs
Click Review all POs to go through each PO before importing, or select Review flagged POs only to review only POs with exceptions, issues, or questions we identified. POs that aren't flagged are saved with the values we detected.
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 file. 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
Add or edit indirect costs
Line item statuses
Status | Color | What it means | What to do |
OK | Green | SKU matched to exactly one product | Nothing. You're good to go! |
Pending input | Orange | Multiple potential SKU matches | Choose the right product from the dropdown |
New | Blue | No matching product found | New product will be created. You can edit the name or merge it later. |
Error | Red | Quantity is fractional but the product settings don't allow it for that product. | Change the quantity to a whole number. |
① Status column, ② Confirm & Next, greyed out because of pending input
Step 5: Import
Once everything looks good:
Click Confirm & Next for each PO
Click Save (for example Save 5 POs) on the last one
Your POs will now appear on the Purchase orders tab.
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 and deleting imports
Click Import CSV, then open the Upload history tab to see past uploads (last 90 days).
From here you can:
View upload details
Delete imported POs: click Delete next to an upload to delete all POs from that import
Important: Deleting is permanent, and connected data (shipments, payments, bills) will be disconnected. If any PO in the import has a production start date in a locked period, the import can't be deleted; delete the eligible POs one by one from the Purchase orders tab.
Need help?
If anything feels off or confusing, reach out. We're happy to help.
Chat with us in the app
Email: [email protected]