Setup & Migration

Import your existing data into ListerLeo from spreadsheets or other systems so you can hit the ground running.

Admin Owner

If you are switching to ListerLeo from another system, the Migration Wizard helps you import your existing vendor lists, warehouse locations, lots, and items. This saves you from manually recreating all your data.

Accessing the Migration Wizard

Navigate to Settings > Setup & Migration.
Click Start Migration Wizard.
The wizard walks you through importing data in the correct order: Vendors first, then Locations, then Lots, then Items.

Import Order Matters

The wizard enforces a specific import order because data has dependencies:

Vendors first — Items and lots reference vendors, so vendors must exist before importing them.
Locations second — Items reference locations for put-away, so locations must exist before importing items with location data.
Lots third — Items are assigned to lots, so lots must exist before importing items with lot assignments.
Items last — Items can reference vendors, locations, and lots.

Tip:

You do not have to import all data types. If you only have a vendor list and want to start fresh with everything else, just import vendors and skip the remaining steps.

Importing Vendors

Admin

Import your vendor list from a CSV file to set up all your suppliers at once.

CSV Format

Your vendor CSV should include at minimum a Name column. Optional columns include:

Column	Required	Description
Name	Yes	Vendor name
Email	No	Contact email
Phone	No	Contact phone number
Address	No	Business address
Default Starting Bid	No	Default opening bid for items from this vendor
Cost Per Item	No	Average acquisition cost per item

Upload your CSV file.
Map the columns to ListerLeo fields (auto-detection is available for common headers).
Preview the import — review the first 10 rows for accuracy.
Click Import.

Tip:

Download the sample vendor CSV template from the import page to see the exact format. Fill in your data and re-upload for a guaranteed clean import.

Importing Locations

Admin

Import warehouse locations from a CSV file instead of creating them manually or using the wizard.

CSV Format

Each row represents one location. Include columns for each hierarchy level:

Column	Required	Example
Aisle (Level 1)	Yes	A
Shelf (Level 2)	No	3
Bin (Level 3)	No	12
Full Address	Alternative	A-3-12

You can provide either individual level columns or a single "Full Address" column with the complete location code (like "A-3-12"). ListerLeo will parse it using your configured separator character (default: hyphen).

Important:

Duplicate location addresses are skipped during import. If your CSV contains a location that already exists, it is ignored and the existing record is preserved.

Importing Lots

Admin

Import existing lots from a CSV to preserve your lot structure when migrating from another system.

CSV Format

Column	Required	Description
Lot Number	Recommended	External lot number from your previous system
Title	Yes	Lot title for auction listing
Description	No	Lot description
Category	No	Product category
Starting Bid	No	Opening bid price
Vendor Name	No	Must match an existing vendor name
Status	No	Draft, Ready, Sold, etc.

Imported lots are created with a "Draft" status by default unless a status column is provided. If a vendor name is included, ListerLeo matches it against existing vendors (case-insensitive).

Importing Items

Admin

Import items from a CSV to bring your existing inventory into ListerLeo. This is the most data-rich import and supports the most fields.

CSV Format

Column	Required	Description
Title	Yes	Item name
UPC	Recommended	UPC, EAN, ASIN, or FnSKU barcode
Description	No	Item description
Brand	No	Manufacturer or brand
MSRP	No	Retail price
Condition	No	Condition code name (must match or be mapped)
Vendor Name	No	Must match an existing vendor
Lot Number	No	Assigns the item to an existing lot
Location	No	Warehouse location address (must match an existing location)
Weight	No	Item weight
Category	No	Product category

Tip:

For large imports (10,000+ items), the import runs in the background. You will receive a notification when it completes. You can continue using ListerLeo while the import processes.

Condition Mapping

Admin

When importing items from another system, the condition codes may not match your ListerLeo condition codes exactly. The condition mapping step lets you translate external condition names to your internal codes.

How Condition Mapping Works

After uploading your item CSV, ListerLeo identifies all unique condition values in the file.
For each unique value, it tries to auto-match to a ListerLeo condition code (e.g., "NW" matches "New", "LN" matches "Like New").
For unmatched values, you manually select the corresponding ListerLeo condition code from a dropdown.
Click Apply Mapping to continue with the import.

Tip:

Condition mappings are saved for reuse. If you import from the same source again, the previous mappings are applied automatically.

Rollback

Admin Owner

If a migration import produces unexpected results, you can roll back the entire import to undo it.

How to Roll Back an Import

Navigate to Settings > Setup & Migration.
Click the Import History tab.
Find the import you want to undo.
Click Rollback.
Confirm the rollback. All records created by that import are deleted.

Important:

Rolling back an import deletes all records that were created by that import. This action cannot be undone. Make sure you want to remove all imported data before confirming.

Location Wizard

Admin

The Location Wizard is a visual tool for generating warehouse locations in bulk. Unlike the CSV import, the wizard lets you define ranges and patterns to create locations programmatically.

For full details on the Location Setup Wizard, see Warehouse > Location Setup Wizard.

Quick Example

To create a small warehouse with 3 aisles, 5 shelves per aisle, and 4 bins per shelf:

Level 1 (Aisle): A, B, C
Level 2 (Shelf): 1 through 5
Level 3 (Bin): 1 through 4
Result: 60 locations (A-1-1 through C-5-4)

Post-Migration Checklist

Admin

After completing your data migration, run through this checklist to ensure everything is set up correctly.

Verify vendor count — Check that all expected vendors were imported. Navigate to Vendors and compare the count with your source data.
Spot-check items — Open 10-20 random items and verify their titles, barcodes, conditions, and vendor assignments are correct.
Verify location count — Confirm the number of warehouse locations matches your physical setup.
Test the Processing Station — Scan a test item to verify the full scanning workflow works with your imported vendors.
Test label printing — Print a test label to confirm your printer is configured correctly.
Set up workflow steps — Configure which fields are required during scanning.
Invite your team — Send invitations to all team members and assign roles.
Run a test export — Generate a test CSV export to verify your template produces the correct format.

Tip:

Run a small pilot with 2-3 users for a day before rolling out to the full team. This catches any configuration issues before they affect everyone.

Data Validation

Admin

During import, ListerLeo validates each row and reports any issues. Understanding validation errors helps you fix your CSV and re-import.

Common Validation Errors

Missing required field — A required column (like Title) has an empty value in a row. Fix: fill in the missing value.
Vendor not found — The vendor name in the CSV does not match any existing vendor. Fix: import the vendor first, or correct the name.
Location not found — The location address does not match any existing location. Fix: import locations first, or correct the address.
Invalid number — A numeric field (MSRP, weight) contains non-numeric characters. Fix: remove currency symbols, commas, or text.
Duplicate barcode — A UPC in the CSV already exists in your organization. Fix: decide whether to skip or update the existing item.

The validation report is downloadable as a CSV. Each error row includes the row number, column, value, and error message, making it easy to find and fix issues in your source file.