Importing & Exporting

Purchase Orders

You can export purchase orders from Endless for reporting and review, and you can also import purchase orders in bulk with a CSV file.

Importing Purchase Orders

To import purchase orders, open the purchase orders list and use the import action to upload a CSV file.

During import, Endless validates the file and creates purchase orders from the rows in your CSV. Rows with the same PO Number are grouped together into a single purchase order with multiple line items.

If any row in the file is invalid, the entire import fails. Imported purchase orders are created in Draft status and the Pre-Production milestone.

Import Fields

The purchase order import accepts these columns:

• PO Number is required
• Item SKU is required
• Item Qty Ordered is optional and defaults to 1 when left blank
• Item Unit Cost is optional
• Item Lead Time is optional

Import Rules

• The uploaded file must be a CSV file
• Rows where both PO Number and Item SKU are blank are skipped
• Any non-blank row must include both PO Number and Item SKU
• Item SKU must match an existing product SKU in your company
• If any PO Number already exists, the import fails
• If any row is invalid, the whole file is rejected

Sample Import Layout

Use one row per line item. If multiple rows share the same PO Number, Endless creates one purchase order with multiple items.

PO Number	Item SKU	Item Qty Ordered	Item Unit Cost	Item Lead Time
PO-1001	SKU-RED-S	10	12.50	14
PO-1001	SKU-BLUE-M	5	14.00	14
PO-1002	SKU-GREEN-L	3	18.25	21

In this example, PO-1001 creates one purchase order with two line items.

Exporting Purchase Orders

Purchase orders export gives you purchase order data in CSV format. It is useful for reporting, reconciliation, operational review, and sharing purchase order details outside Endless.

Included Data

The export includes both purchase order-level data and line-item data, so a single purchase order can appear on multiple rows when it has multiple active line items. Each row represents one active line item. If a purchase order has no active line items, it still appears in the export, with the line-item columns left blank.

The export can include purchase order details such as PO Number, status and milestone fields, supplier and contact information, financial totals, milestone and delivery dates, and item-level fields such as Item SKU, quantities, unit cost, landed cost, and HTS data.

Shipments

Shipments are part of Endless, but they do not currently support spreadsheet import or export.

Shipments are managed directly in the application. You can create and update them in Endless, and they tie directly into purchase order and inventory workflows.

Spreadsheet Support

Shipments do not currently support CSV import, CSV export, or spreadsheet templates for bulk creation or updates. Think of shipments as an in-app workflow rather than part of the spreadsheet import/export toolkit.

If you need to work with shipments, create and manage them directly in Endless by using the shipment pages and related purchase order workflows.

Suppliers

Suppliers export gives you supplier data in CSV format. It is useful for reporting, vendor review, contact management, and maintaining an external supplier directory.

How It Works

Each supplier appears as a single row. The export includes the supplier record, the primary contact if one exists, and the first saved address if one exists. If contact or address data is missing, those columns are left blank.

Included Data

The export can include supplier details such as Name, Status, Category, contact fields, address fields, commercial terms, and performance fields like Lead Time, Quality Rating, and On Time Delivery.

Tips For Reviewing The CSV

• use Status and Category to segment suppliers
• use contact and address columns to build supplier lists
• use performance columns to review supplier reliability
• use terms fields to compare operating agreements across suppliers

Import Support

Suppliers do not currently have a spreadsheet import workflow in this import/export system.