With our import data tool, you can put all of your data on spreadsheets and upload them to Current to create records. This is especially handy if you’re migrating to Current RMS from another rental management solution an can export data from it. You can also rely on templates provided by Current RMS to match the correct data structure. These templates can be downloaded from System Setup > Export Data, ensuring your spreadsheets are correctly formatted before import.

You also have the option to export data from Current RMS, meaning you can easily pull off spreadsheets of key records for your reference, or even to update en masse. Templates exported from the system include fields for existing products, which can streamline updates or new entries when re-importing data.

Importing data is a process that you want to get right – after all, your rental management solution is the most important software for running your business. With that in mind, we’ve got a section dedicated to importing data. See: Ensure that data accuracy in your spreadsheets aligns with Current RMS standards, as inaccurate data can lead to discrepancies in records created or updated.

Items marked as faulty or "quarantined" in Current RMS cannot be bulk imported. These updates involve live data adjustments, ensuring accuracy in tracking and managing quarantined items. They must be manually handled on an individual basis.

The Bulk Quantity Store field in import templates represents the bulk stock level for a specific store. If this data is unavailable, the column can be left blank to skip updating this information in your import.