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Front End Importing and Data Migration

How to upload accounts and inventory into Ricochet

Shandara Hart avatar
Written by Shandara Hart
Updated over 2 weeks ago

Ricochet allows you to upload consignors, customers, and consigned or retail inventory.

Understanding Import vs. Data Migration

Import

An import brings data into Ricochet from an external file using the CSV templates listed below. Imports are commonly used for setting up accounts or uploading consignors, customers, and inventory in bulk.

Data Migration

A data migration is a larger process that also uses the CSV templates but is more involved when moving data between systems. This often involves several imports, along with steps like data cleanup, mapping, and validation.

Need help moving your data into Ricochet? Our team offers migration assistance at competitive rates. Contact us for details or a quote.

! IMPORTANT !

  1. You must use the templates provided by Ricochet.

  2. There will be separate templates for Accounts and Inventory. All templates are listed below.

  3. Retail products can be uploaded with variants, however, consigned items with variants cannot be uploaded.

  4. You can bulk upload account information (consignors and/or customers) but you will need to add inventory on a per account basis.

  5. If a mistake gets made in an import, you will need to manually delete any information added.

  6. Ricochet automatically generates SKUs. Any pre-existing SKU input on a template sheet will be assigned to the UPC field in Ricochet.

  7. Accounts with duplicate emails or items with duplicate SKUs will not be able to be uploaded. All duplicates will be emailed to the User performing the action after the import.

  8. This tool cannot be used to update item quantities in bulk.

  9. DO NOT change headers.

  10. DO NOT use excessive special characters. Follow the examples, such as not using dollar signs for price or cost.

Template Lists:

Uploading Consignors

TEMPLATE: Consignors / Customers

  1. Click Accounts

  2. Click Consignors

  3. Click More

  4. Click Import

    1. Drop or click to select file to be imported

    2. Check the box to include your list of Consignors in your Customers List

    3. Click Import

  • If you have another list for your customers, then repeat the same steps in the Customers section.

  • If you are adding in addresses be certain to add the entire address, including State and Zip. The system will need all address fields filled out to import the address successfully. This is also the same for customers.

Uploading Consigned Items

TEMPLATE: Consigned Inventory

Once your Consignors have been uploaded, access the first Consignors account

  1. Click Accounts

  2. Click Consignors

  3. Click the edit pencil icon to the right of the consignor

    1. Click Inventory tab

    2. Click More

    3. Click Import

  • Consignor Inventory will need to be displayed on its own individual CSV file.

  • All of the consignors inventory will use the default split attached to the consignor account.

  • If there are any categories or brands that are a part of the CSV file that have not already been previously added into Ricochet, then they will be automatically added to the system.

Vendors Uploading Inventory

  • If 'Is Vendor' is toggled ON in a consignors account, then they will be able to upload inventory by clicking the More button from the Vendors Inventory tab.

  • They will need to use the Consigned Inventory template.

Uploading Retail Items

TEMPLATE: Retail Inventory

  1. Go to Products

  2. Click More

  3. Click Import

    1. Drop or click to select file to be imported

    2. Click Import

  • If you have not added Suppliers before doing your Retail Import, then Suppliers will be created in the Suppliers list.

  • When Suppliers are created you can upload their inventory directly to the Supplier Account:

TEMPLATE: Retail by Supplier Inventory

  1. Click Accounts

  2. Click Suppliers

  3. Click the edit pencil icon to access the Supplier Account

  4. Click Inventory Tab

  5. Click More

  6. Click Import

    1. Drop or click to select file to be imported

    2. Click Import

**Uploading Retail Items with Variants**

We suggest manually entering items with variants into Ricochet unless coming from a previous retail software.

TEMPLATE: Retail Inventory with Variants

TEMPLATE: Retail by Supplier Inventory with Variants

NOTE:

  • The Retail Inventory with Variants and Supplier Inventory with Variants Templates have additional fields:

    • Unique Variant ID: a number that is unique to that item and all its variants. This number tells the software to group all of these items together.

    • Variant One Title: The Title of the variant list that the import tool can use to either find a pre-existing variant list or to title a new variant list.

    • Variant Value: The unique variant attached to that item, like size or color.

  • If you have another variant attached to these items then you can follow the same steps with Variant Two Title and Variant Two Values.

  • All of these fields will need to be filled out to upload items with variants.

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