Skip to main content

Import and Export

Bulk manage your inventory catalog with CSV import and export options.

What this is for​

Move an existing spreadsheet into LiftOff or share a snapshot of your catalog with your team without editing items one by one.

Who can use this​

Owners, admins, and members can import and export catalog data.

How to import items​

  1. Open Inventory.
  2. Select Import.
  3. Download the template CSV if you need the correct column layout.
  4. Fill in your items using demo-safe names and categories.
  5. Upload the CSV and review the preview.
  6. Confirm the import.

LiftOff validates rows and reports any issues before items are created or updated.

How to export items​

  1. Open Inventory.
  2. Open the Export menu.
  3. Choose the export format or scope you need.
  4. Save the file locally.

Exports respect your current filters when applicable.

What happens next​

Notes​

  • Use demo data in training imports; do not upload real client or vendor lists to public documentation screenshots.
  • Re-importing may update existing items when inventory codes match.
Recommended visual

Screenshot: Import dialog with CSV upload area and a short preview table with demo item names.