How do I use the Import Tool in Bolster?

If you have a large list of items, vendors or customers, you can drop the file into Bolster and it does the import for you. The steps below show an item import.

Open Import data

1. In the left-hand menu, click Settings.
2. Scroll to the bottom of the Settings menu and click Import data.

Upload your file

1. Click and drag your file into the upload area. Bolster confirms it has the document.
2. Click Continue. Bolster classifies the upload.
3. Check the classification. For an item list, keep it as Items.
4. Click continue to move on to the column mapping.

Check the column mapping

1. Make sure each column in your file is matched to the right field.
2. When all the columns match, click Looks Good. A progress bar shows while your items are imported.

Review and save

1. When the progress bar completes, check your items in the list.
2. Make any changes you need, such as adjusting values or adding a price.
3. Click Save Imported Changes.