Summary: The Bulk Item Import / Export feature in Canopy 2.0 allows operators to create and manage multiple items at once instead of updating items individually. This significantly improves efficiency and reduces manual effort when managing large item databases.
Note: This functionality is anticipated to be available on 3/3/26

With bulk upload, you can:

• Create multiple items at once
• Adjust prices in bulk
• Recategorize display or reporting categories
• Manage Tax Group assignments
• Update inventory state or classification
• Modify other supported item attributes

This feature is available to users with Menu Manager permissions in Access App.

How to Access Bulk Upload

1. Log into Canopy 2.0.
2. Select Menus.
3. Select Items.
4. In the Menu Manager, select the Upload (Up Arrow) option.

Download Options

The bulk upload interface provides a blank template download option:

1. Download Blank Template

Use this option to create new items from scratch.

The blank template includes:

• All supported item attributes as column headers
• All required fields clearly labeled
• Only fields supported for upload

This ensures proper structure and formatting before upload.

2. Download Existing Items

Use this option to export your full item database.

The export includes:

• Every existing item
• Each item’s UUID
• All current attribute values

You can:

• Modify values directly in the file
• Re-upload the file
• Apply changes in bulk

This is ideal for price updates, recategorization, tax updates, or availability changes.

Supported Item Attributes

Note: Only these fields are accepted. Adding additional columns will cause validation failure.

Creating vs Updating Items

Creating New Items

If the uploaded row contains an Item UUID that is blank, Canopy will:

• Create a new item
• Apply all provided attributes
• Require all required fields to be valid

If required values are missing, that row will fail validation and the upload will not complete.

Updating Existing Items

If the uploaded row contains an Item UUID that already exists, Canopy will:

• Compare uploaded attributes to existing values
• Update only the attributes that differ
• Leave unchanged attributes as-is
• Note: Blank fields, even optional fields, will remove existing data upon upload for that field
  • eg. Item UUID ‘1234’ in Canopy currently contains an External ID of ‘ABC’, if item ‘1234’ is uploaded via Bulk Item Upload, and External ID is left blank, the External ID field in Canopy will have ‘ABC’ removed and the field will now be blank.

Removing Values Using Blank Fields

Optional attributes can be cleared using blank fields.

If:

• A row references an existing item
• An optional attribute is included but left blank

Then:

• The existing value for that attribute will be removed

UUID-Based Fields

Some attributes require valid UUID values:

• Display Categories
• Reporting Categories
• Tax Groups

UUIDs for these categories can be determined by following the process below “Exporting UUID Reference Lists”.

These fields must contain valid UUIDs. Invalid UUIDs will cause row-level validation failure.

Adding Multiple Reporting Categories

You may assign multiple Reporting Categories to a single item by:

• Including multiple comma-separated UUIDs in the Reporting Categories column

Each valid UUID will be applied to the item.

Exporting UUID Reference Lists

To ensure correct UUID usage, you can export UUID reference lists from the following Menu Manager pages:

• Display Categories
• Reporting Categories
• Tax Groups

Each export includes:

• Entity name
• Associated UUID

These exports can be used to correctly populate bulk upload files.

Best Practices

Bulk Item Upload is currently unable to handle items removed/deleted via External Items API. These items may still exist within the Items database and their item IDs will be taken and the records attributes unmodifiable. In these cases, please use a new ID to create a fresh item.

• Always download the latest existing item export before making large changes.
  • This download can be used to ‘rollback’ recent changes.
• Use UUID reference exports for categories and tax groups.
• Do not modify column headers.
• Remove unsupported columns before uploading.
• Validate required fields before submission.