SOS Inventory Importer+

About

SOS Inventory Importer+ streamlines bulk data entry by allowing you to import Estimates and Purchase Orders directly into your SOS Inventory account from a CSV spreadsheet — saving hours of manual transaction entry.

Key Features:

• Template Downloads — Generate a perfectly structured import template for Estimates or Purchase Orders with a single click, ensuring your spreadsheet is always in the correct format.

• Smart Pre-Import Validation — Before a single record is submitted, every row is checked against your live SOS Inventory data:

Items, Customers, Vendors, Locations, and Terms are all verified to exist
Duplicate transaction numbers are flagged before they cause conflicts
Quantity × Rate = Amount math is verified on every line
Missing or mismatched columns are caught immediately
• Color-Coded Preview — Upload your spreadsheet and instantly see a row-by-row validation report. Problem rows are highlighted in red with a clear explanation, so you know exactly what to fix before importing.

• Safe by Design — Imports are blocked until all errors are resolved. No partial or broken transactions slip through.

• Seamless SOS Integration — Connects securely using your existing SOS Inventory session. No additional login or API key setup required.

Supported Transaction Types:
  - Estimates
  - Purchase Orders

********Requires an active SOS Inventory account.********