EZ Inventory Documentation

Knowledge Base

Quick Start Video

Getting Started

EZ Inventory supports updating of inventory via manual CSV file upload or automatically via an FTP/SFTP/Web feed. The CSV file must contain a header row as that will be used for the data mapping.

The only fields required in the CSV are:

  • the variant identifier field (such as the SKU, Barcode, or Variant ID)
  • the inventory quantity field.

Manual File Upload

A quick way to get started is by manually uploading a CSV file.

Step 1 - Create a Data Feed

EZ Inventory Shopify App - Create Data Feed

Step 2 - Specify the Field Mappings

EZ Inventory Shopify Inventory Management - Data Feed Field Mappings

Step 3 - Click the "Upload File & Run" Action

Step 4 - Upload your Inventory File and Start the Sync


FTP and SFTP

Many suppliers use an FTP or SFTP server to provide access to their inventory feeds. If your supplier provides you an option to use either FTP or SFTP, we recommend that you choose the SFTP option as it provides more security.

Just as shown in the Manual File Upload section above, simply create a new Data Feed and specify the field mappings.

Then under the Source File section, select either FTP or SFTP in the dropdown and you'll be provided with additional options to enter the server's information and login credentials.

EZ Inventory - Source File Options

By default, the port number that will be used for FTP connections is port 21 and port 22 for SFTP connections. These are the standard ports for these services/protocols. In case the FTP/SFTP server uses a non-standard port, you can simply append a colon with the port number to the host address like this:

ftp.myserver.com:2121

You can also use an IP address like this:

192.4.5.6:2222

For the file path, you can use date variables which is based on the current date like this:

/feeds/stock_{{ YYYY }}{{ MM }}{{ DD }}.csv

or like this:

/feed/stock/{{ YYYY }}/{{ MM }}/{{ DD }}/stock.csv

When selecting FTP or SFTP, you will also see an option to schedule the inventory updates. You can choose from Every 1 Hour, Every 2 Hours, Every 3 Hours, Every 4 Hours, Every 6 Hours, or Daily.

In addition to scheduling the inventory sync to run automatically, you can also run it on demand at any time by clicking the "Run" button in the main Data Feeds page.


Web (HTTP/HTTPS)

You can also pull your inventory data feeds from a web server. Simply copy and paste the URL and our app will take care of the rest. If the website uses basic authentication, you can specify the username and password also.

EZ Inventory Shopify App - Web Data Feeds

It's also possible to use third-party services such as Dropbox, Google Drive, or Amazon S3 by sharing the file and simply copying and pasting the shared link in the Website URL field.

You can also use date variables in the URL which will dynamically be converted based on the current date. For example, something like:

https://mysite.com/inventory/feeds/stock_{{ YYYY }}{{ MM }}{{ DD}}.csv

will be converted to:

https://mysite.com/inventory/feeds/stock_20180921.csv

Automation and Scheduling

If your supplier uses an FTP or SFTP server, EZ Inventory can be configured to automatically pull the inventory file from their server and update your Shopify inventory.

We currently support the following schedules:

  • Every 1 Hour
  • Every 2 Hours
  • Every 3 Hours
  • Every 4 Hours
  • Every 6 Hours
  • Daily (you specify the time)

Note that due to Shopify API limits, we can only update roughly 1-2 variants per second. Our system will automatically stop the sync process if it's running for more than a certain amount of time (e.g. if the schedule is set to run "Every 1 Hour," the maximum run time for that task is 1 hour).

Filtering the Feed Data

EZ Inventory supports filtering the feed data using a set of different conditions. You can specify whether all of the conditions should match or just any of the conditions.

You can use date variables like {{ YYYY }}-{{ MM }}-{{ DD }} as well which would be converted to the current date.

EZ Inventory Shopify App - Inventory Sync - Data Feed Filters

CSV File Format

The CSV file must contain a header row and the file extension can be anything (e.g. .csv, .txt, .tsv, .123, .abc) or no file extension at all.

We support the following data separators/delimiters:

  • comma (",")
  • tab ("____")
  • semicolon (";")
  • pipe or vertical bar ("|")
  • caret ("^")

EZ Inventory will automatically detect the delimiter being used by the CSV file so you don't need to specify this option anywhere.