Supported formats
CSV (UTF-8 preferred), .xlsx, .xls, .numbers (export to CSV first). One row per item, one column per field, a header row on top.
Step 1 — Pick a file
Open Reports → Import and drag a file in or tap Choose file. PostingPal stops at 2,000 rows per import — split larger files.
Step 2 — Map columns
PostingPal auto-matches obvious headers (Name → Description, Price → Estimated value, etc.). Review the suggestions and use the dropdowns to fix anything wrong. You can map:
- Description (required)
- Category
- Quantity
- Unit price (original) and Unit price (replacement) — both are kept when present.
- Line total (original) / Line total (replacement) — used to back-calculate unit price if missing.
- Purchase date and Serial number
- Shipping tag
- Room or location *(optional — not required)*
Currency is always stored as CAD; convert before importing if your source is in another currency.
Step 3 — Review and clean up
The preview table highlights:
- Rows with missing required fields (description) in red.
- Rows where unit price and line total disagree by more than 5% with a small flag.
- New categories that don't exist yet (you can keep them or remap).
Two AI helpers sit above the table:
- Fill blanks with AI — guesses missing description / category / value from whatever data you provided.
- Audit prices with AI — flags any value that looks inconsistent with the description.
Each helper run costs AI quota per row.
Step 4 — Accept
Tap Import all or tick individual rows and Import selected. Imported items appear in your inventory immediately. Add photos per item from the inventory list.
Failed rows
Rows that fail import stay in the preview with a reason. You can edit them and retry without re-uploading the file.