How to Import Vessels via CSV file

The  Import Vessels action allows you to create new vessels 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 Import Vessels Action

  1. From the Vessel Explorer page, click the carat next to + Add vessels and select Import Vessels.
    Import_vessels_-_from_Vessel_Explorer
  2. Click Upload CSV and choose your file to upload. Make sure the CSV file matches the required format exactly. 


  3. Click Import vessels

Specifications for the CSV import file

  • Each line of the CSV file represents a new individual vessel. You cannot modify existing vessels via CSV import. Review this article to learn more about editing details for multiple vessels in bulk.
  • Files must be in the same format as the example CSV provided. Columns across the top, in order, include:
    • Vessel code 
      Vessel codes can contain letters, numbers, dashes (-), and/or underscores (_). No spaces or special characters are allowed and letters must be capitalized. 
    • Vessel type
      Vessel type must match the vessel types listed in InnoVint.
      Vessel types
      Barrel
      Tank
      Steel Drum
      Carboy
      Bin
      Keg
      Egg
      Amphora
      Tirage
    • Capacity (vol)
      **Required for all vessel types except 'Tirage'.**
      Capacity (vol) must be a number greater than zero (0).
    • Bottle type
      **Required for 'Tirage' vessel type only.**
      Include the bottle type name only; bottle type volume will not be accepted. (ex. Standard, Slim Brite (can), Torpedo/Sixth Barrel Keg, etc.)

      To find the list of accepted bottle types go to: Vessel Explorer > + Add vessels > Select vessel type: Tirage > Bottle type.
    • Capacity (bottles)
      **Required for 'Tirage' vessel type only.**
      Capacity (bottles) must be a number greater than zero (0).
    • Year first used
      **Required for 'Barrel' vessel type only.**
      Year first used must be in the following format: YYYY
    • Cooper (optional)
      **Applies to 'Barrel' vessel type only.**
      Coopers must match the list provided in InnoVint.

      To find the list of accepted coopers go to: Vessel Explorer > + Add vessels > Select vessel type: Barrel > Cooper.
    • Style (optional)
      **Applies to 'Barrel' vessel type only.**
      Barrel styles must match the list provided in InnoVint.

      To find the list of accepted styles go to: Vessel Explorer > + Add vessels > Select vessel type: Barrel > Barrel Style.
    • Wood (optional)
      **Applies to 'Barrel' vessel type only.**
      Wood must match the list provided in InnoVint. Note that 'Forests' are sub-divided into 'Wood' categories, (ex. Wood = French Oak: Forest = Allier) and therefore Wood is required if Forest is also included.
      Woods:  
      Acacia American Oak
      Assemblage Cby
      European Oak French Oak
      French Oak/Acacia Hungarian Oak
      Slavonian Oak St. Romain
      N/A  
      Also, to find the list of accepted woods go to: Vessel Explorer > + Add vessels > Select vessel type: Barrel > Wood/Forest. Woods options are displayed as headers in grey text.
    • Forest (optional)
      **Applies to 'Barrel' vessel type only.**
      Forest must match the list provided in InnoVint. Note that 'Forests' are sub-divided into 'Wood' categories, (ex. Wood = French Oak: Forest = Allier) and therefore Forest is required if Wood is also included.

      To find the list of accepted forests go to: Vessel Explorer > + Add vessels > Select vessel type: Barrel > Wood/Forest. Forest options are listed in black text under the Wood headers (grey text).
    • Toast (optional)
      **Applies to 'Barrel' vessel type only.**
      Toast must match the list provided in InnoVint.

      To find the list of accepted toasts go to: Vessel Explorer > + Add vessels > Select vessel type: Barrel > Toast Level
    • Color (optional)
      **Applies to 'Barrel' vessel type only.**
      Color must match the list provided in InnoVint. Note: Do not include the accent in Rosé.
      Colors:
      Red
      White
      Rose
    • Tags (optional)
      To match a vessel tag to an existing tag in your account, the text must match exactly. If the tag does not already exist, the import will create a new tag. Use a comma to separate multiple tags.
    • Owner(s) (if Custom Crush Permissions is activated, optional)
      Owners must match existing owner tags in your InnoVint account. If an owner is not included in the CSV file, the product will be created with 'No owner'. Use a comma to separate multiple owners. 

      Note: 'Global' ownership cannot be applied to vessels via the import. To set 'Global' ownership on a vessel, we recommend adding a 'Tag' in the CSV for "Global owner" and importing with no owner in the Owner(s) column. After import, you can set global ownership via bulk edit owners on vessels - simply filter and select for the "Global owner" tag, then select 'Set ownership to global'. You can also then bulk remove the "Global owner" tag.

FAQs

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

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

  • Be sure you are uploading a CSV file.
  • Double check that the file format is correct and that all columns are in the correct order.
  • Make sure that the vessel codes are unique to your account, even for archived vessels!
  • Don't forget that fields that must match an existing list must match exactly. That includes capitalization and spaces.
  • The vessel code cannot already exist in the account (including archived vessels) or be duplicated in the CSV file. 

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

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


Q. I'm getting this error message:

vessel import color error

A. Check your file for any special characters. Remember that the import does not accept accent marks (eg instead of Rosé, use Rose).

Q. I noticed a mistake on one of my vessels after importing. Can I edit or delete the vessels?

A. You can manually delete any imported vessel as long as no actions have been recorded against it. You can also edit vessel details; learn more about editing here.