CSV File Import for Inventory Replenishment Policies

Easily create, update, and upsert data for a large number of inventory replenishment policies by importing CSV files with the policy data. Prepare CSV files with policy data, import the files to Salesforce, map the CSV header columns to the Inventory Replenishment Policy object's fields, and track import operations.

Required Editions

Available in: Lightning Experience

Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.

Note Make sure you review the available resources for CSV Data Management to set it up and use it.

CSV File Readiness

The first row — or the header — of a CSV file must include the API names of the required fields in the Inventory Replenishment Policy object. The header can also include optional fields for which data must be imported. For example, here's the header of a CSV file that includes required and optional fields.

Name,ProductReferenceRecordId,EffectiveStartDate,LocationId,ReplenishmentAction,ReplenishmentSourceLocationId,ReplenishmentSrcLocCriterion,MinimumInventoryQuantity,MaximumInventoryQuantity,Status,ReplenishmentQuantityFormula

Each line in the CSV file corresponds to an inventory replenishment policy record in Salesforce.

When you include ReplenishmentQuantityBasis and ReplenishmentQuantityFormula in your CSV, ensure the formula references the quantity field that matches the basis:

Sample CSV with Replenishment Quantity Basis:

Name,MinimumInventoryQuantity,MaximumInventoryQuantity,ReplenishmentQuantityBasis,ReplenishmentQuantityFormula,ProductReferenceRecordId,LocationReferenceRecordId,Status,EffectiveStartDate,ReplenishmentAction

Trenching Bucket Policy,10,100,Quantity Available,MaximumInventoryQuantity - ProductItem.QuantityAvailable,01tXX000000XXXX,131XX000000XXXX,Active,2025-01-15,ProductRequest

Compactor Policy,5,50,Quantity On Hand,MaximumInventoryQuantity - ProductItem.QuantityOnHand,01tYY000000YYYY,131YY000000YYYY,Active,2025-01-15,ProductRequest

Use Quantity Available as the basis to automatically exclude unusable stock (damaged, expired, lost) from replenishment calculations. Use Quantity On Hand to base replenishment on total physical stock regardless of usability.

See CSV File Readiness.

Importing CSV Files

To import CSV files with policy data, on the Inventory Replenishment Policies list view, click the CSV Import quick action. You can insert, update, or upsert policy data. If you update or upsert data, select Inventory Replenishment Policy ID as the column that's used to identify the rows. Map the columns of the CSV file with the corresponding fields in the Inventory Replenishment Policy object.

Track the statuses of your CSV import operations and download import logs in the CSV File Import object.

Example

An inventory manager prepares a CSV file to import new inventory replenishment policy records to Salesforce. Here's the content of the CSV file.

Name,Status,EffectiveStartDate,ReplenishmentAction,ProductReferenceRecordId,LocationReferenceRecordId,MinimumInventoryQuantity,MaximumInventoryQuantity,ReplenishmentSrcLocCriterion,ReplenishmentSourceLocationId,ReplenishmentQuantityFormula
Hydraulic Filtration Systems at Hamburg,Active,2024-11-18,ProductRequest,01tSM0000014N8jYAE,131SM0000001F53YAE,50,100,ReplenishmentSourceLocation,131SM0000001LqPYAU,MaximumInventoryQuantity - ProductItem.QuantityOnHand
Smart Transformers at Frankfurt,Inactive,2025-01-09,ProductRequest,01tSM000000uIblYAE,131SM0000001LqPYAU,30,150,ReplenishmentSourceLocation,131SM0000001F53YAE,MaximumInventoryQuantity - ProductItem.QuantityOnHand
Transformers at Stuttgart,Draft,2025-04-22,ProductRequest,0ZGSM0000000tkT4AQ,131SM0000001LonYAE,40,70,ProductFulfillmentLocation,,MaximumInventoryQuantity - ProductItem.QuantityOnHand
Filtration Systems at Bremen,Active,2025-05-06,ProductRequest,01tSM000001175JYAQ,131SM0000001LqPYAU,30,100,ProductFulfillmentLocation,,MaximumInventoryQuantity - ProductItem.QuantityOnHand
Pad-mounted transformers at Heidelberg,Draft,2025-06-14,ProductRequest,0ZGSM0000000v6L4AQ,131SM0000001Ls1YAE,20,140,ProductFulfillmentLocation,,MaximumInventoryQuantity - ProductItem.QuantityOnHand

After the CSV import operation completes, these Inventory Replenishment Policy records are created.

Name	Status	Effective Start Date	Replenishment Action	Product Reference Record	Location Reference Record	Minimum Inventory Quantity	Maximum Inventory Quantity	Replenishment Source Location Criterion	Replenishment Source Location	Replenishment Quantity Formula
Hydraulic Filtration Systems at Hamburg	Active	2024-11-18	ProductRequest	Hydraulic Filtration Systems (product)	Hamburg	50	100	ReplenishmentSourceLocation	Frankfurt	MaximumInventoryQuantity - ProductItem.QuantityOnHand
Smart Transformers at Frankfurt	Inactive	2025-01-09	ProductRequest	Smart Transformers (product)	Frankfurt	30	150	ReplenishmentSourceLocation	Hamburg	MaximumInventoryQuantity - ProductItem.QuantityOnHand
Transformers at Stuttgart	Draft	2025-04-22	ProductRequest	Transformers (catalog)	Stuttgart	40	70	ProductFulfillmentLocation	—	MaximumInventoryQuantity - ProductItem.QuantityOnHand
Filtration Systems at Bremen	Active	2025-05-06	ProductRequest	Filtration Systems (catalog)	Frankfurt	30	100	ProductFulfillmentLocation	—	MaximumInventoryQuantity - ProductItem.QuantityOnHand
Pad-mounted transformers at Heidelberg	Draft	2025-06-14	ProductRequest	Pad-mounted transformers (product)	Heidelberg	20	140	ProductFulfillmentLocation	—	MaximumInventoryQuantity - ProductItem.QuantityOnHand

Note This example does not include the Replenishment Quantity Basis field. When Replenishment Quantity Basis is not specified in the CSV, policies default to using Quantity On Hand. To use Quantity Available as the basis, include ReplenishmentQuantityBasis in your CSV header and set the value to "Quantity Available" for the relevant policies.