Docs/Integrations/CSV Import
File Import

CSV & Excel Import

Don't have an API integration? No problem. Upload CSV or Excel files to get your data into Decisio. Perfect for getting started quickly or one-time imports.

CSV
.csv
Excel
.xlsx
Excel Legacy
.xls
Tab-separated
.tsv

Supported Data Types

You can import the following data types via CSV:

Products

Required: sku, name, price

Optional: cost, category, brand

Sales History

Required: date, sku, quantity

Optional: revenue, channel

Inventory

Required: sku, quantity

Optional: location, reorder_point

Competitors

Required: sku, competitor, price

Optional: url, date

How to Import

Step 1: Prepare Your File

  • First row should contain column headers
  • Use consistent date formats (YYYY-MM-DD preferred)
  • Ensure SKU/product codes are unique identifiers
  • Remove any summary rows or totals

Step 2: Upload

  1. Go to Settings → Integrations → CSV Import
  2. Select the data type you're importing
  3. Drag & drop your file or click to browse
  4. Wait for file validation

Step 3: Map Columns

Decisio auto-detects column mappings. Review and adjust if needed:

  1. Review the auto-detected mappings
  2. Click any mapping to change it
  3. Mark columns to skip (won't be imported)
  4. Set default values for missing optional fields

Step 4: Validate & Import

  1. Review the validation summary (errors, warnings)
  2. Fix critical errors if any (download error report)
  3. Choose to skip or fix warning rows
  4. Click Import to process

Download Templates

Start with our templates to ensure correct formatting:

Products Template
Product master data
Sales History Template
Transaction history
Inventory Template
Stock levels
Competitors Template
Competitive pricing

Column Mapping Reference

Products

Decisio FieldCommon Column NamesRequired
skusku, product_id, item_code, barcodeYes
namename, product_name, title, descriptionYes
priceprice, selling_price, retail_price, mrpYes
costcost, unit_cost, cogs, purchase_priceNo
categorycategory, product_category, typeNo

Sales History

Decisio FieldCommon Column NamesRequired
datedate, order_date, transaction_date, sold_dateYes
skusku, product_id, item_codeYes
quantityquantity, qty, units_sold, qty_soldYes
revenuerevenue, total, amount, salesNo

Scheduled Imports

For regular data updates, you can set up scheduled imports:

  • SFTP Upload: Upload to secure folder, auto-imported daily
  • Cloud Storage: Link Google Drive or Dropbox folder
  • Email Import: Send files to unique import email address

Best Practices

  • Use consistent SKU formats across all files
  • Import products before sales history (for matching)
  • Include at least 90 days of sales history for forecasting
  • Update inventory regularly for accurate reorder recommendations

Troubleshooting

File Too Large

  • Maximum file size is 100MB
  • Split large files into chunks
  • Use ZIP compression if needed

Encoding Issues

  • Save files as UTF-8 encoding
  • Check for special characters in product names
  • Avoid using formulas (export as values)

Date Format Errors

  • Use YYYY-MM-DD format for best results
  • Avoid mixed date formats in same column
  • Remove time components if not needed