Bulk Upload

The bulk upload feature makes it easy to create multiple cycle counts at once using a CSV file. Instead of entering products one by one, you can upload a formatted file, and the system will generate the corresponding cycle counts automatically. This is especially useful when working with large product lists.

To begin, go to the Cycle Count app and select Bulk upload.

On this page, you can:

• Download a sample CSV template

• Use or create saved field mappings

• Upload new CSV files

• Review past uploads and track their status

Required permissions

Access to the bulk upload feature requires the COMMON_ADMIN or INV_COUNT_ADMIN permission.

Steps to create a cycle count using bulk upload

Before uploading, download a sample CSV to ensure the format and data align with required fields. Using the sample file helps prevent mapping errors during the upload process.

1. Upload a CSV file

• Click Upload and select a CSV file from your device.

• Once the file is uploaded, previously disabled controls on the screen become active.

1. Map CSV fields

After uploading your CSV, map each column to the correct system field so values like SKU, facility, or date are interpreted correctly. If unsure, check the table below to avoid errors and create your cycle count accurately.

Field name	Meaning	How to get the right value
countImportName	Unique name used to identify the cycle count and differentiate multiple uploads.	Use a meaningful naming format such as Count-Jan-Store12 or CycleCount-W1. Avoid duplicates so tracking stays clean.
purposeType	Type of cycle count being created.	Choose based on the count type: HARD_COUNT for a full physical count; DIRECTED_COUNT for a targeted or partial inventory count.
idType	How the product will be identified in the system (for example, SKU, UPCA).	Check which identifier your system uses as the primary key.
idValue	The product value based on the idType selected.	If you select SKU in idType, then idValue must contain product SKUs.
externalFacilityId	External ID of the facility to which the count will be assigned.	Find this in the Facilities app under the external mappings section.
estimatedCompletionDate	Due date by which the count should be completed.	Format: MM-DD-YYYY.
estimatedStartDate	Date the cycle count is allowed to begin.	Format: MM-DD-YYYY.

1. Submit the upload

• After mapping successfully, click Submit to begin processing.

Creating Hard Counts with bulk upload

Hard counts are created from the same CSV flow. To avoid missing-product errors when you don’t want to preload item lines:

1. In your CSV, set purposeType to HARD_COUNT for the rows you want to create as hard counts.

2. During field mapping, choose Skip for the product identifier field (productSku). This tells the uploader not to look for item rows when building the count.

3. Map the remaining required fields (for example, countImportName, facility, estimatedStartDate, estimatedCompletionDate) and submit.

The uploader will create a hard count with no product list preloaded, so the count opens as a blank, full physical count in the app without throwing a missing-product error.

Recently uploaded counts

Below the Submit button, you’ll find the recently uploaded counts section. This displays all bulk uploads along with their processing status.

Each record includes:

• Uploaded file name

• System-generated uploaded cycle count ID

• Status

• Action menu (three dots), where users can view details or cancel uploads still in Pending status

At the top of this section, the page also shows Processing <time> (for example, “Processing in 2 minutes”) based on the next scheduled job run. This countdown lets you know when the uploader will pick up your file, so you can estimate when counts will appear under Assigned.

File status indicators

Status	Description
Pending	The file is currently being processed.
Processed	The system successfully created the respective cycle counts.
Cancelled	The upload was cancelled before completion.
Error	The file encountered an error during import. Resolve it by reviewing the error description in the modal.

Once processing is complete, the cycle counts from the bulk upload appear under the Assigned tab in the Cycle Count app. Store teams can then begin execution.