Steps

Export and modify counts in XSiteIO

1. 1
   Go to Settings, select General, turn on Inventory Control, and click [Save].
2. 2
   Go to Reports > Inventory Control > Inventory Valuation.
3. 3
   Select a department, subdepartment, or supplier and click [Generate].
4. 4
   Click [Export] to download the file.
5. 5
   Open the file in Excel.
6. 6
   Update Quantity on Hand (QoH) in Column H only.
7. 7
   Save the file as an Excel Workbook (.xlsx).

Import counts into XSiteIO

1. 1
   Go to Price Book > Inventory > Counts.
2. 2
   Select the site and date range and click [Start New Count].
3. 3
   Enter a name for the count and click [Start].
4. 4
   Click [Import Count] and upload your Excel file.
5. 5
   Return to the Counts list.
6. 6
   Select the count and click [Post].
7. 7
   Enter a comment and set the posting date and time.
8. 8
   Check Posting will irrevocably change the inventory levels.
9. 9
   Click [Post].

Confirm counts in XSiteIO

1. 1
   Go to Price Book > Items > Items.
2. 2
   Open the item you updated.
3. 3
   Click Inventory and confirm the QoH value.

Export and modify counts in XSite Classic

1. 1
   Go to Administration > General, enable Inventory Control, and click [Save].
2. 2
   Go to Analytics > Inventory Control > Inventory Valuation.
3. 3
   Select a department, subdepartment, or supplier and click [Generate].
4. 4
   Click [Export] to download the file.
5. 5
   Open the file in Excel.
6. 6
   Update QoH in Column H only.
7. 7
   Save the file as an Excel Workbook (.xlsx).

Import counts into XSite Classic

1. 1
   Go to Inventory > Counts.
2. 2
   Select the site and date range and click [Start New Count].
3. 3
   Name the count and click [Start].
4. 4
   Click [Import Count] and upload the Excel file.
5. 5
   Return to the Counts screen.
6. 6
   Select the count and click [Post].
7. 7
   Enter a comment and set the posting date and time.
8. 8
   Check Posting will irrevocably change the inventory levels.
9. 9
   Click [Post].

Confirm counts in XSite Classic

1. 1
   Go to Price Book > Items.
2. 2
   Open the updated item.
3. 3
   Under Inventory, confirm the QoH value.

Tips & Warnings

• Only edit the Quantity on Hand (QoH) column. Changes to any other column can cause the import to fail.
• Do not add, remove, or reorder columns. The import expects the file in its original structure.
• Always save the file as .xlsx before importing. Other formats will not upload correctly.
• If the file opens in WordPad instead of Excel, close it and reopen it directly in Excel.