How to Import Lots via .csv File

The Lot Import action allows you to create multiple lots in bulk via a .csv file. You can create your own .csv file for importing or use the template provided here to get you started (recommended). 

This article covers:

Using the Lot Import Action

  1. Make sure the bond numbers, vineyards, blocks, clones, and owners of all lots being uploaded are entered in the system before import.
  2. From your Lot or Case Goods Explorer page, click the carat next to "Add lot"/"Add Case Goods lot" and select "Lot import".
  3. Click "Upload CSV" and choose your file to upload. Make sure the .csv file matches the required format exactly.
  4. Click

Specifications for the .csv import file

  • Files must be in the format as pictured here. Columns across the top, in order, include:
    • Bond
      Bond registry number must match an existing bond in the account.
    • Lot Code
      Lot codes can contain letters, numbers, dashes (-), and/or underscores (_). No spaces or special characters are allowed. To create a Case Goods lot, the lot code must begin with the CG- prefix.
    • Lot Name (optional)
    • Tax Class
      The tax class must follow the same format as displayed in InnoVint. 
    • Lot Stage
      Lot stage must match the Stage list in InnoVint for the specific lot type (eg Fermenting is not a valid stage for a Case Goods lot).
    • Owner(s) (if Custom Crush Permissions are active)
    • Vintage
      Vintage should be in a 4 digit format.
    • Vineyard
      The Vineyard name must match an existing vineyard.
    • Block
      The Block must exist within the vineyard and match the name exactly.
    • Variety
      Varieties must match the list displayed in InnoVint, including special characters (eg accents and umlauts) and capital letters.
    • Clone
      Clone must be included in the csv file if a clone is specified for the block in InnoVint.
    • Percentage
      Numbers only. Decimals are accepted.
    • Bottle Format
      Required for Case Goods lots. Must match the Format name as displayed in InnoVint. Do no include the format volume.
    • Bottles per Case
      Required for Case Goods lots.
    • Cases per Pallet
      Required for Case Goods lots.

  • Each line of the csv file represents a single component (ie a unique vintage and vineyard source) of a lot. To import a new lot with multiple components, add one line per component and duplicate the Bond, Lot code, Lot name, Tax class, Stage, and Owner(s) details for each line. For Case Goods lots, Bottle Format, Bottles per Case, and Cases per Pallet must also be duplicated.
  • The total percentage per lot code must be 100 exactly.
  • Juice/Wine lots and Case Goods lots can be imported in the same file. Remember that Case Goods lots must begin with the CG- prefix.

Note: the file must contain lot codes, but lot names are optional. 

Template - Example lot.csv

FAQs

Q. I can't get my file to upload! What should I try? 

A. Please be sure to double check the following items: 

  • All varieties are spelled correctly and accepted per the version of import 
  • All tax classes have the correct and accepted units
  • All varieties have the accepted capitalizations
  • Vintages are 4 digits
  • Be sure you are uploading a .csv file

Q. Can I upload a .txt or .xls file instead? 

A. Currently, we do not accept .txt or .xls files. 

Q. Can I export a lot list from InnoVint and then re-import it back into another winery? 

A. Yes! If you have to split up a lot or if you are moving data from one InnoVint account to another, simply follow these steps: 

  1. Export lots (Lot Explorer > Export lot components) utilizing filters if desired
  2. Open this file and reformat this export to match the above Lot Import by moving columns around to match the same order. Then add 'Bottle Format', 'Bottles per Case', and 'Cases per Pallet' columns.
    Tip: Make sure the percentage column totals 100 per lot code, and not 1!
  3. Add all lots you want to import into the file.
  4. Record a Lot Import action

Q. I'm getting this error message:

A. You have likely missed entering a bond number, vineyard, block, clone, or owner before you tried importing. Add that component and try the import again. Check the list of errors provided on the screen to troubleshoot any issues.

Q. I made a mistake on one of my lots after importing. Can I delete this lot?

A. Lots can be deleted immediately after importing as long as no actions have been applied to them. If an action has been applied to the lot, it must be archived to remove it from the main Lot Explorer view. Please note that each imported lot must be deleted individually.