--- schema_version: "1" id: 1849d84fd56299ba390bdb002ccfdf36c99fceab57d620fc69303fe87529beb9 title: CSV File Import for Inventory Replenishment Policies collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_inventoryreplenishment_import_csv.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_import_csv.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d988901e432a6ccfca6233845961d5be77175c243ba7b44c0cd0fed7876ff97f description: 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. products: - Industry Solutions - Cross Cloud release: "264" --- # 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_note.png) Note Make sure you review the [available resources for CSV Data Management](https://help.salesforce.com/s/articleView?id=ind.csv_file_import.htm&language=en_US) 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](https://help.salesforce.com/s/articleView?id=ind.prepare_csv_files.htm&language=en_US). ## 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_example.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_note.png) 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.