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. |
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.
See CSV File Readiness.
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.
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.QuantityOnHandAfter 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 |
