---
title: "Mass Uploading Materials via Spreadsheet in Ontraccr"
url: "https://help.ontraccr.com/en/article/mass-uploading-materials-via-spreadsheet-in-ontraccr"
language: "en"
last_updated: "2025-06-08T18:11:37.612Z"
---

# Mass Uploading Materials via Spreadsheet in Ontraccr

## **📥 Uploading Materials via Spreadsheet in Ontraccr**   
  
**Overview**

If you need to add a large number of materials at once, Ontraccr allows you to import them using an Excel spreadsheet. This method is faster than manual entry and ensures your material data is consistent and structured.

This guide walks you through how to upload materials using a template and map your spreadsheet columns to Ontraccr’s fields.

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## **🧾 Step 1: Prepare Your Excel File**

Before uploading:

-   Use an `.XLS` or `.XLSX` file.
-   Organize your data into columns such as:
    -   Name (required)
    -   Description (required)
    -   Part Number (required)
    -   Supplier (optional)
    -   Purchase Cost
    -   Markup
    -   Units
    -   Quantity (if inventory tracked)

📌 *Tip:* You can request a **pre-built import template** from Ontraccr's Customer Success team.

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## **📤 Step 2: Upload the Spreadsheet**

1.  Go to the **Materials Page**.
2.  Click **Add +** → **Upload**.
3.  Click **Upload File** and choose your spreadsheet.
4.  Select the **Division** (if applicable).
5.  Choose the **worksheet/tab** within your Excel file.

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## **🧩 Step 3: Map Your Columns**

Ontraccr will ask you to **map each spreadsheet column** to a database field.

-   **Name** → map to column with part/item name
-   **Description** → map to product or sales description
-   **Part Number** → must be mapped
-   Optional:
    -   **Supplier**
    -   **Purchase Cost**
    -   **Markup**
    -   **Units**
    -   **Quantity**

📌 Required fields must be mapped to proceed. If a field is missing, the system will flag it.

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## **🧾 Step 4: Review & Clean the Data**

After mapping:

-   You’ll enter a **preview mode** where you can:
    -   Scroll through imported records
    -   Make **final adjustments** (e.g., fix typos, correct part numbers)
    -   View **validation errors** (highlighted in red)

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## **✅ Step 5: Submit the Import**

Once you’ve reviewed all entries:

1.  Click **Submit**.
2.  The system will upload and save all valid materials.
3.  They will appear in your selected folder on the Materials Page.

📌 *Tip:* If you have thousands of materials, split them across multiple tabs or files for easier mapping.

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## **🔄 Updating Existing Materials**

Need to refresh costs, pricing, or descriptions in bulk?

-   Option 1: Use **Change Cost / Markup** tools (see Article 11).
-   Option 2: **Delete your old materials** and **upload a new sheet** with updated data.

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## **🧠 Real Use Cases**

-   Onboarding a large vendor catalog
-   Migrating from spreadsheets into Ontraccr
-   Refreshing outdated pricing