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> Use this file to discover available pages before exploring further.
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# How to Bulk Upload Inventory Items/Batches with Custom Fields?

***Note:**** This article is only for Bulk Uploading/Updating Inventory Items/Batches **with Custom Fields.** If you don't have any custom fields, just follow the process given in these articles: [__How to Bulk Upload Inventory?__](https://help.refrens.com/en/article/how-to-bulk-upload-inventory-items-1hdu3ex/)  [__How to Bulk Adjust Inventory?__](https://help.refrens.com/en/article/how-to-make-bulk-inventory-adjustments-7pujhn/)  [__How to Bulk Upload Batches?__](https://help.refrens.com/en/article/how-to-bulk-upload-batches-7zbgl5/)

If you use custom fields in your inventory management, you can easily include them in your bulk upload or update process. 

Here's how:

# Step 1: Add Custom Fields to Your System

Before you can bulk upload or update data for custom fields, you must first add these custom fields to your system. 

|| Ignore this step if you have already added custom fields in your system.

You can add custom fields for:

#### **A. Inventory Items**

* **Option 1:** While adding or editing an item, click on **+ Add Custom Fields** at the bottom of the form:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_4rbqkp.png =800x348)
* **Option 2:** Go to **Business Settings > Custom Fields, Tags & Labels > Inventory Management > Add Additional Field**:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_10ehynd.png =800x312)

#### **B. Inventory Batches**

* **Option 1:** While adding or editing a batch, click on **+ Add Custom Fields** at the bottom of the form:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_x00fff.png =800x587)
* **Option 2:** Go to **Business Settings > Custom Fields, Tags & Labels > Batches Custom Fields > Add Additional Field**:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_ac7hs.png =800x303)

#### **C. Inventory Transactions**

* **Option 1:** While adjusting inventory, click on **+ Add Custom Fields** at the bottom of the form:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_1hjrlno.png =800x609)
* **Option 2:** Go to **Business Settings > Custom Fields, Tags & Labels > Inventory Transactions > Add Additional Field**:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_107xhor.png =800x255)

# Step 2: Download the Sample Bulk Upload/Update File

Once your custom fields are added, you’re ready to bulk upload or update your data.

**2.1) Go to the bulk upload or update section for items, batches, or transactions:**


![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_1bbydj7.png =800x245)
**2.2) Download the sample file provided:**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-refrens-com-202_s0q7qy.png =800x504)
**2.3) Your custom fields will automatically appear as columns in the sample file at the end:**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-app-slack-com-2025-_xp4n2.png =800x143)
**2.4) Fill in the sample file and upload:**

* Enter your inventory data in the sample file, including values for your custom fields in the relevant columns.
* Save the file in the required format (usually CSV or Excel).
* Upload your completed file on Refrens.
* The system will process your data, including all custom field values.

For more details on Bulk Uploading Process, follow these articles:

[__How to Bulk Upload Inventory?__](https://help.refrens.com/en/article/how-to-bulk-upload-inventory-items-1hdu3ex/)  
[__How to Bulk Adjust Inventory?__](https://help.refrens.com/en/article/how-to-make-bulk-inventory-adjustments-7pujhn/)  
[__How to Bulk Upload Batches?__](https://help.refrens.com/en/article/how-to-bulk-upload-batches-7zbgl5/)


That's it!

If you still have questions, feel free to reach out to us at  [__care@refrens.com__](mailto:care@refrens.com) OR drop a message on our live chat support for quicker response!