Sharing & Teams
Importing a portfolio from Excel or CSV.
One spreadsheet in, a whole book of business out: every brand grouped, every SKU priced, and every plan-limit problem flagged before a single row is written.
One spreadsheet in, a whole book of business out: every brand grouped, every SKU priced, and every plan-limit problem flagged before a single row is written.
Nobody's book of business starts life in a pricing tool — it starts in a spreadsheet. Import Portfolio takes that spreadsheet whole: it reads every sheet, groups the rows into brands, shows you exactly what it plans to create, and only then writes anything. This tutorial covers the upload, the preview, and where every SKU lands.
On the My Brands page, click Import Portfolio and drop in an .xlsx or .csv with columns like Brand, SKU, FOB/Case, Size, Pack, and Market. Rows group into brands by the Brand column (or by sheet name), you tick which brands to bring in, and any plan-limit problem is flagged in red before a single row is written.
The Import Portfolio button sits in the toolbar of your My Brands page. Click it and a modal opens with a drop zone — drag a file in or click to browse. It takes .xlsx workbooks (including multi-sheet ones, which matter in a moment), .xls, and .csv.
The columns it looks for are Brand, SKU, FOB/Case, Size, Pack, and Market — and the header matching is deliberately forgiving. A column headed "Producer," "Supplier," "Winery," or "Brewery" reads as the brand; "Flavor," "Product," or "Item" reads as the SKU; "Price" or "Cost" reads as the FOB; "Territory," "State," or "Region" reads as the market. You rarely need to rename anything.
A row counts if it has a SKU name and an FOB greater than zero. Blank lines, header repeats, and subtotal rows simply don't qualify, so a lightly messy export usually imports fine as-is.
Grouping follows one rule with one fallback:
Because a CSV is a single sheet, a multi-brand CSV needs the Brand column — otherwise everything lands in one brand named after the sheet. Missing sizes default to 12 oz, and a pack format the importer doesn't recognize falls back to 6×4; both are editable afterwards, SKU by SKU, as covered in SKU Rows.
Once the file parses, the drop zone gives way to a preview list — and this is where you steer. Each entry is one brand group with its own checkbox, labeled existing or new brand, showing its SKU count and a peek at the first few SKU names so you can confirm the grouping did what you expected.
Selection is per brand, not per row. You can leave a whole brand out of the import, but you can't cherry-pick individual SKUs inside one — if a group needs trimming, edit the spreadsheet and upload it again.
If a new brand would push you past your plan's brand limit, or a group would push a brand past its per-plan SKU cap, the warning appears in red on that group in the preview — and the Import button stays disabled while any group is over a limit. Nothing half-imports; you upgrade or trim, then run it clean. Current caps live on the pricing page.
Real spreadsheets write prices like "$1,234.50" or "28.00 /case". The importer normalizes these for you: dollar signs, commas, and stray text are stripped, and the number underneath is kept. A cell that doesn't survive as a positive number fails the validity rule above and its row is skipped — so an FOB column of "TBD"s won't corrupt anything; those rows just won't come in.
Click Import and the preview becomes a live progress line — "Importing 12/48 SKUs…" — counting every SKU across every brand you included. Brands are created first, then their SKUs are written in order; Cancel is disabled while it runs so a half-finished pass can't be abandoned silently.
When it finishes, a toast totals the result — how many SKUs across how many brands, with any failures called out — and the page reloads to show your refreshed portfolio. From there each brand behaves like any other: open it in the editor, adjust margins, and manage it as described in Managing Brands.
Every imported brand name is resolved against your portfolio, case-insensitively:
Resolution also works within the file: if the same brand name appears in a later group, it reuses the brand just created rather than duplicating it. How brands, markets, and saving fit together from scratch is the subject of Saving Brands.
Portfolio import is a Pro and up feature — it exists for accounts managing many brands at once, which is also why it headlines the distributor feature set. On plans below Pro the button still appears with a Pro badge, and clicking it opens an upgrade prompt rather than the modal. Plan specifics are on the pricing page; if you're weighing import against building a portfolio by hand, the strategy side is covered in Portfolio Pricing.
Upgrade to Pro, drop the file in, and watch your whole book of business become a live pricing portfolio.
See Pro Plans →