> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pre-Receipt Import via SFTP

> Import pre-receipts in bulk by uploading a CSV spreadsheet with receipt references, warehouse codes, quantities, and optional tracking fields.

## Standard Pre-Receipt Import

The pre-receipt import lets you create multiple pre-receipts at once by uploading a CSV spreadsheet. This is faster than entering each receipt manually and is ideal for high-volume inbound operations.

<Tip>**Template:** <a href="/images/templates/standard_pre_receipt_import_template.csv" download>standard\_pre\_receipt\_import\_template.csv</a> — download it, fill in your data, and upload it via SFTP.</Tip>

### Required and Optional Fields

Prepare a spreadsheet with the following columns:

| Field                        | Type   | Required | Description                                   |
| ---------------------------- | ------ | -------- | --------------------------------------------- |
| **Receipt Reference**        | String | Yes      | Customer reference identifying the receipt    |
| **Warehouse Code**           | String | Yes      | Unique code for the warehouse                 |
| **Account Code**             | String | Yes      | Unique code for the account                   |
| **Expected Date of Receipt** | String | Yes      | When the receipt is expected                  |
| **Item Quantity**            | String | Yes      | Quantity of items per storage unit            |
| **Storage Unit Quantity**    | String | Yes      | Number of storage units                       |
| **Supplier Code**            | String | No       | Unique code for the supplier                  |
| **Notes**                    | String | No       | Any extra information                         |
| **Datetime 1**               | String | No       | Sell by date (Datetime 2-5 are custom fields) |
| **String 1**                 | String | No       | Batch number (String 2-5 are custom fields)   |
| **Alt Line Number**          | String | No       | Alternate line number for external systems    |
| **Alt Line Reference**       | String | No       | Alternate line reference for external systems |
| **Alt Line Note**            | String | No       | Notes for external systems                    |

<Warning>All required fields must be populated for every line. Missing mandatory data will cause the import to fail.</Warning>

<Steps>
  <Step title="Prepare the spreadsheet">
    Create a spreadsheet with the columns listed above. Fill in all required fields for each pre-receipt line, and add optional fields as needed for tracking.
  </Step>

  <Step title="Save as CSV">
    Save the spreadsheet as a **.csv** file.
  </Step>

  <Step title="Upload the file">
    Use the **import functionality** to upload the CSV file. The system will create pre-receipts based on the data in the file.
  </Step>
</Steps>

<Accordion title="Frequently asked questions">
  **What file format is required?**

  The import file must be in **.csv** format.

  **Can I update existing pre-receipts with this import?**

  No. The import feature only creates new pre-receipts. It cannot update existing ones.

  **Where can I find a template file?**

  A template file link is available at the bottom of the import screen. Use it as a starting point for your imports.
</Accordion>