This bulk uploader can be used to create new Items in bulk or update Items in bulk. The Item uploader is only available to create new records in Standalone and BioTrack facilities at this time. Metrc facilities can use the uploader to update Canix-only fields on existing items.
Use this uploader to:
- Import Items when getting started with Canix
- Update Item fields such as Accounting Inventory Type, Brand and SKU
In this article learn how to:
- Import New Items
- Update Existing Items
Import New Items
1. Navigate to Admin > Facility Data Uploader and select “Items” in the top left hand dropdown. Then select “Download Template”:
From the download template modal, choose “With no existing data” to download the CSV template for Items.
2. Fill in the template with your Items data, the following fields are available:
| Field | Description |
| Name* | The Name for the Item. |
| Facility License #* | Indicates the Facility the Item exists in or should be uploaded to. |
| Item Type* | Indicates what type the item will be created with. The Item Type must exist for the specified facility. |
| Weight Unit* |
The unit of measure this item will default to in package creation workflows. You will be able to change the UOM at the individual package level as needed (within the same measurement type only - IE volume to volume or weight to weight) |
| Individual Unit Weight |
Required for items using the UOM "each", the individual unit of one each of this item. If you have an item that is set up using a weight or volume UOM but you would like to list/sell it on a Sales Order as "eaches", you should also complete Col. G&H |
| Individual Unit Weight Units | Required if entering a value in Col. G |
| Strain | The Strain all packages created of this Item will be associated with. The Strain must exist in the facility. |
| Accounting Inventory Type | The Accounting Inventory Type all packages created of this item will be associated with. The options are Raw Materials, Work in Progress, and Finished Goods. |
| Brand | The Brand all packages created of this item will be associated with. The Brand must exist in the facility. |
| SKU | The SKU all packages created of this item will be associated with. |
| Ingredients | Ingredients associated with the Item that will be associated with all packages created of this item. |
| Administration Method | Free field, the administration method of this item |
| Supply Duration Days | How many days a supply of this item lasts, can go out to 2 decimal places |
| Number of Doses | How many doses this item consists of, can go out to 2 decimal places |
| Serving Size | The serving size of the Item. Example: One square of chocolate bar division, 1 gummy, etc... |
| Description | A free field to enter a description of the Item |
| Notes | Any additional notes that need to be tracked against the Item |
See this article for guidance on cleaning data before uploading, including how to handle special characters, spaces, dates, etc.
3. With “Items” selected as the facility data type, select “Upload”, then “Add File”. Excel and CSV files will both be accepted. Select “Manually Enter Data” to enter data in a table and create multiple Items at once.
4. Once the data loads, map columns to the columns in your spreadsheet to the corresponding Canix fields. If you used the Canix template the columns will be automatically mapped for you. If you're exporting inventory from a previous software system into Canix, you can upload fields with different names and map those to the corresponding fields in Canix.
5. Check that all data is valid before importing, you’ll see invalid cells highlighted in red in the importer tool:
Select “Invalid” as a short-cut to see all rows that will fail to upload and require data corrections.
6. When the data is prepared, select “Submit” and review your upload in the “Upload History” table:
- In the table you’ll see “Complete” in green if all rows were successful, and “Complete” in yellow if the upload was partially completed. You’ll also see the total # of rows uploaded, and the total # completed.
- To download any failed rows, with error messages, select the “Download CSV” action on the right hand side of the table:
7. To view the uploaded data select the link icon next to the data type to view all Items:
Update Existing Items
To update Items start by downloading your existing Items on the Items in Canix. Ensure that you have the Unique Identifier column on the table. This is required for updates. The update will fail if the Item Name already exists and the Unique Identifier is not included.
Once you've made the changes desired follow the same steps for Importing New Items, starting with step #2.
Canix will recognize the Items as existing in the Facility and update those existing Items instead of creating new ones.