---
title: Importing/Exporting Inventory in ServiceBox
description: Importing/Exporting Inventory in ServiceBox
---
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# Importing/Exporting Inventory in ServiceBox
## How to Import Inventory Items into ServiceBox Using Excel
### **Introduction:**
Managing inventory accurately is crucial for any business. ServiceBox provides a user-friendly feature for importing and exporting inventory data, making it easier to organize and track items. This step-by-step guide walks you through how to import inventory items into ServiceBox using a structured Excel spreadsheet.
### **Accessing the Inventory Section:**
Navigate to the **Inventory** section via the main menu on the left-hand side of the ServiceBox interface.
### **Exporting Inventory Data**
1. Click the **EXPORT TO EXCEL** button at the bottom of the screen.
2. This will generate an Excel template titled **ServiceBox Inventory Item Workbook**.
3. If the file opens in Protected View, click **Enable Editing** to proceed
### **Formatting the Spreadsheet**
1. Use the exported spreadsheet as your **template**.
2. If you’re using another source (like your accounting software), **paste that original data into a second tab** to preserve it.
3. Rearrange the columns in the second tab to match **columns B through H** in the ServiceBox template.
- If needed, add columns in your source sheet to match the ServiceBox structure.
- **Do not copy or enter data into Column A** — ServiceBox will automatically generate IDs here.
### **Copying and Pasting Data**
1. Select the data range from your source tab (excluding headers).
2. Right-click and **Copy**.
3. Return to the ServiceBox spreadsheet and paste under the corresponding columns (starting with Column B).
4. Press **Enter** to confirm the pasted content.
### **Assigning Item Numbers**
- If your source sheet lacks item numbers (Column B), assign them manually using a consistent numbering system (e.g., 1001, 1002, etc.).
### **Optional Columns to Include**
- **Column I – Long Description**: If available, include for more detailed item descriptions.
- **Column J – Quantity at Location Head Office**: Include if tracking quantity on hand.
> If your ServiceBox account uses **multiple inventory locations**, ensure your spreadsheet includes additional columns to match the export template exactly.
### **Verifying Data Integrity**
Before importing:
- Ensure every item has both an **Item Number** and **Description**.
- Add or delete rows as needed to clean up your data.
- Save and close the spreadsheet once complete.
### **Importing Data into ServiceBox**
1. In the Inventory section, click **Import from Excel** at the bottom of the screen.
2. Select the saved Excel file and click **Import**.
3. The upload time varies — large imports (1,000–2,000 items) may take up to 10–15 minutes.
### ****
### **Managing Inventory Items**
After importing, you can:
- View and edit your inventory list
- Adjust reorder points
- Transfer items between locations
- Track allocations
### **Further Inventory Management Tasks**
For ongoing inventory management, you can:
- Add, edit, or delete items
- Generate a new “ServiceBox Inventory Workbook” export for future updates
For more detailed instructions, refer to the [Inventory User Guide](https://learn.getservicebox.com/inventory-?hsLang=en) provided by ServiceBox.
### **Need Help?**
If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.
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