> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/inventory-management/deliveries-overview-of-the-delivery-process/delivery-import.md).
# Delivery Import
## Purpose
The Import function is designed to speed up the delivery creation process when scaffold or formwork structures are built in CAD software.
Some CAD systems can generate a material or component list as an export. Instead of manually adding each component into the delivery one by one, the Import function allows that exported list to be uploaded directly into the delivery.
This helps reduce manual data entry, improve accuracy, and save time when processing large deliveries.
***
## Requirements
To successfully import a CAD component list into a delivery, the exported component data should match the inventory records stored in Cloudscaff.
The following fields can be used for matching:
* Code
* Category
* Size
* Name
* Location
The more matching information available, the more accurate the import process will be.
At minimum, the import requires either:
* A matching Code, or
* A matching Name
If neither of these fields exist or match an inventory item in Cloudscaff, the component will not be recognized during the import process.
***
## Process
### Phase 1: Download your Cloudscaff inventory list
Inside the delivery, click the **Import** button in the top right corner.
This will open the **Import Inventory List** window and guide you through the import process.
Click **Download List**.
This will download your full Cloudscaff inventory list in Excel format. The export includes the following columns:
| Column | Description |
| ------------ | ---------------------------- |
| id | Internal Cloudscaff item ID |
| code | Component code |
| category | Component category |
| size | Component size |
| name | Component name |
| location | Current inventory location |
| totalQty | Total quantity in the system |
| availableQty | Available quantity |
| orderQty | Quantity currently on order |
| deliveredQty | Quantity already delivered |
| deliveryQty | Quantity to deliver |
### Phase 2: Choose the correct import template
Now that you have downloaded your Cloudscaff inventory list in Excel format, you need to use it together with one of the Cloudscaff import templates.
There are two import templates available:
* **Cloudscaff Import Inventory Template Using Code**
* **Cloudscaff Import Inventory Template Using Name**
Which template you use depends on the information available from your CAD drawing export.
#### **Cloudscaff Import Inventory Template Using Code**
{% file src="/files/I8Mo9gZL8FlgC6Omk6Fo" %}
#### **Cloudscaff Import Inventory Template Using Name**
{% file src="/files/SJv7dm4lHbZp6YRycVnD" %}
***
## Understanding how the template works
The import template works by comparing your CAD drawing list against your Cloudscaff inventory list.
The template contains two tabs:
| Tab | Purpose |
| ------------------------- | --------------------------------------------- |
| Cloudscaff Inventory List | Paste Your Cloudscaff Inventory export here |
| DrawingList | Paste Your drawing or CAD component list here |
The process works like this:
1. You download your Cloudscaff inventory list
2. You paste that inventory list into the template
3. You paste your CAD drawing list into the DrawingList tab
4. The template automatically matches the items together
5. The delivery quantities are automatically populated
6. You export the "**Cloudscaff Inventory List**" as a CSV
7. You upload the CSV back into Cloudscaff
If the component names or codes match correctly, the import will prepare the delivery automatically for you.
***
### Phase 3: Paste your Cloudscaff inventory list into the template
Open the downloaded Cloudscaff inventory list.
Copy all the rows from the downloaded file from the following columns.
| id | code | category | size | name | location | deliveryQty |
| -- | ---- | -------- | ---- | ---- | -------- | ----------- |
Then open the import template and paste the data into the tab called:
**Cloudscaff Inventory List**
This gives the template a full copy of your Cloudscaff inventory database so it can perform the matching process.
***
### Phase 4: Paste your drawing list
Go to the tab called:
**DrawingList**
This is where you paste the material list generated from your CAD drawing.
Depending on which template you are using:
* Paste the **Code** and Quantity, or
* Paste the **Name** and Quantity
You only need:
* The component Code or Name
* The required Quantity
Example using codes:
| Code | Qty |
| --------- | --- |
| STD-3M | 120 |
| LEDGER-2M | 45 |
Example using names:
| Name | Qty |
| ----------- | --- |
| Standard 3m | 120 |
| Ledger 2m | 45 |
***
### How the automatic matching works
The template automatically compares:
* The Code or Name from the DrawingList tab\
against
* The Code or Name in the Cloudscaff Inventory List tab
If they match correctly:
* The delivery quantities will automatically populate
* The correct Cloudscaff inventory items will be prepared for import
If something does not match:
* The quantity will not populate
* The item may be skipped during import
This is why your component names or codes must match the Cloudscaff inventory records correctly.
***
### Important Notes
#### Do not delete the `id` column
The `id` column is required by Cloudscaff during the import process.
If the `id` column is removed or changed, the import will fail.
#### Do not change column names
Keep all column names exactly as they are in the template.
#### Only update the `deliveryQty` values
The template is designed to automatically populate the correct delivery quantities.
***
### Phase 5: Export the file as CSV
Once all quantities have populated correctly:
1. Open the **Cloudscaff Inventory List** tab
2. Click **File**
3. Click **Save As**
4. Select:
* **CSV (Comma delimited) (.csv)**
Save the file.
***
### Phase 6: Upload the CSV into Cloudscaff
Return to Cloudscaff.
In the Import window:
1. Click **Upload CSV**
2. Select the CSV file you exported
3. Confirm the upload
Cloudscaff will then automatically build the delivery using the imported quantities.
---
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