Other Imports
Besides ingredients, invoices, and sales, you can bulk import your vendor catalogs, your customer list, and your CRM pipeline. All three use the same upload → map → resolve → process workflow described in the Import Overview.
To start any of them, open your user menu (top right), choose Imports, and click the matching card on the Data Imports page. Each upload page has a Download Template link with the right column headers.
Importing Vendor Items
Vendor items are the products you buy from a vendor: their SKU, pack size, and price. Importing them is the fastest way to load pricing for your ingredients.
File Format
| Column | Required | Description | Example |
|---|---|---|---|
| Item Name | Yes | The vendor's product name | "Flour AP 50# Bag" |
| Ingredient Name | The ingredient to link it to. Leave blank to import as an unlinked vendor item | "All Purpose Flour" | |
| Vendor SKU | The vendor's item code (used to match invoices) | "1234567" | |
| Purchase Cost | What you pay | "25.99" | |
| Price Basis | Whether the cost is per case or per unit | "per_case" | |
| Content Quantity / Content Unit | How much is in one unit | "50" / "lb" | |
| Package Quantity / Package Type | Units per case and the case type | "1" / "bag" | |
| Preferred, Active | Yes/no flags | "yes" | |
| Minimum Order Qty, Lead Time Days | Ordering details | "2", "3" | |
| Catch Weight, Est. Weight per Unit | For items sold by weight | "yes", "18.5" | |
| Notes | Anything else |
Steps
- Click the Vendor Items card
- Select the Vendor—every item in the file is assigned to it (or click Create New Vendor)
- Upload your CSV or Excel file and click Upload and Analyze
- Map your columns, choose Duplicate Handling (Skip duplicates (recommended), Replace existing vendor items, Merge with existing (fill blank fields), or Create duplicates anyway), and click Start Import
- Resolve any unknown units
- Click View Vendor Items when the import completes
Tip
Use the downloaded template for the fastest import: its columns map automatically.
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Step-by-step instructions, screenshots and videos for every part of Prep Station are available to everyone on a Prep Station account.
Also in this guide
- Importing Customers
- Importing Opportunities
- Common Questions
- Next Steps
Last updated: November 14, 2026