Bulk create item records via CSV
- Open the Item object and click Import.
- Choose CSV file as the import source.
- Download the Item CSV import template if needed and fill in required fields.
- Upload the CSV file.
- Map CSV headers to Sanka properties and keep the object set to Item.
- Select Create item records and run the import.
- Confirm the records are created.
Link suppliers or customers to items via CSV
To link suppliers (vendors) or customers to items in bulk, add association columns to your CSV. Preparation- Make sure the supplier/customer company or contact records already exist.
- Record their Record ID values.
- If the same label exists for both Company and Contact, Company is prioritized when IDs overlap.
- Include an
IDcolumn (or your unique item ID) to identify each item. - Add a column for supplier IDs and enter the related company/contact IDs.
- Add a column for customer IDs and enter the related company/contact IDs.
- Name the columns clearly so you can map them easily.
| Item ID | Item name | Supplier ID | Customer ID |
|---|---|---|---|
| ITM-1001 | Apple Juice | 001 | 010 |
| ITM-1002 | Banana Cookie | 002 | 020 |
- Set the item key (e.g.,
ID). - Map the supplier column to the Supplier association and choose whether the target is Company or Contact. Use the ID or unique ID you included.
- Map the customer column the same way using the Customer association (or your label).
- Run the import and confirm the associations appear on item records.
Bulk update item records via CSV
To update existing items, include an Item ID (Sanka auto-numbered ID or your unique ID) and any fields you want to update.- For dropdown or status fields, use the value (not the label).
- Open Import and select CSV file.
- Upload the CSV and map headers to Sanka properties.
- Select Update item records and set the key property to ID (or your unique ID).
- Run the import.