Bulk Event Upload Quick-Start Guide

  1. Open the Bulk Event Upload Tool
    • Go to Events in the left menu, then click Add Events → Bulk Upload in the upper-right corner.
  2. Prepare Your CSV File
    • Download 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. Fill out the CSV file.
    • 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 / Transform)
      • 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.)
    • Special Cases
      • Aggregated Shipments
        • Use one row per lot, lot number required.
      • Disaggregated Receives
        • Lot number optional; still one row per product/lot split.
  4. 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
  1. Upload the CSV
    • Click Events → Bulk Upload

    • Select your CSV file.
    • Click Upload.
      • If there are any errors in the file, an error report will automatically download.

Click here for the detailed Bulk Event Upload Guide. For additional support, contact support@wholechain.com.