Bulk Event Upload Quick-Start Guide
1. Open the Bulk Event Upload Tool
Go to Products in the left menu, then click Actions → Bulk Event Upload in the upper-right corner.
2. Prepare Your CSV File
Start with the official Wholechain CSV template.
✔ Allowed
✓ Reorder columns
✓ Remove columns you don’t use
✓ Leave optional fields blank
✘ Not allowed
✗ Renaming column headers
✗ Adding new columns
✗ Uploading Excel (.xlsx) files — CSV only
3. How to Fill the CSV
One Row = One Product or Lot
If your event includes multiple products or lots, each item must have its own row, even if all rows share the same event details.
Event-Level Fields (repeat on every row):
- Event Type (Ship / Receive)
- Event Date (YYYY-MM-DD or YYYY-MM-DD HH:MM)
- From Location ID
- To Location ID
- PO / Invoice / BOL (optional)
Product-Level Fields:
- Product Code or Name (must match Wholechain exactly)
- Lot Number (required for aggregated shipments)
- Quantity
- Unit of Measure
- Package Count (optional)
- Optional lot attributes (best-by date, certifications, etc.)
4. Special Cases
Aggregated Shipments
Use one row per lot, lot number required.
Disaggregated Receives
Lot number optional; still one row per product/lot split.
5. Validate Your File Before Uploading
Double-check:
- All required fields are filled
- All event fields are repeated on each row
- No extra blank rows at the bottom
- Saved as .csv (UTF-8)
- Product & Location IDs match existing Wholechain data
6. Upload the CSV
- Click Actions → Bulk Event Upload (see screenshot above).
- Select your CSV file.
- Review the upload preview.
- Confirm to submit.
Wholechain will parse each row and group rows into events automatically.