For now, there are two possible ways on how to import inventory from Cornerstone to Smart Flow: by the bunch list of items and separately.

For bunch uploading you should create a staff list for Smart Flow integration and create an Item List for Smart Flow integration first. In case, you need one item uploaded please contact our Support Team and tell the Invoice Item ID along with the Invoice Item Description for required item, so that we can proceed it for your on our side.

To identify the Invoice Item ID and the Invoice Item Description, please follow the steps below:

1. In the Cornerstone account go to the List:

2. Choose the Invoice Item option from the drop-down list:

3. In the pop-up window, find the Item ID and Item Description for the required item:

NOTE: The required item should have an Active I or S Code in the Type column.

4. Once all needed data is collected, please provide us with it by submitting a Support ticket or BUG report, so we can make any minor or major changes right after.

NOTE: If it's a major uploads then please contact your Customer Support Manager for assistance.

We hope you found this information useful!