How do I use the Import Tool in Bolster?

Bolster’s Import Tool is built to help you import items, clients, and vendors using a spreadsheet-style Sheets component, so edits in the table behave like the rest of the app (including automatic recalculation for things like total cost/price).

What the Import Tool supports

• Importing items, clients, and vendors

• A Sheets-based table experience in the importer

• Automatic recalculation (ex: total cost / total price) when you edit values in the sheet

• A consistent column setup aligned with the ItemList/EntityList pattern

How importing items works (what you’ll see in the sheet)

When importing items, the import sheet is designed as a flat list (no parent/hierarchy structure).

You’ll also see columns that help you understand and control what will happen during import, including:

• Category (a choose-type column that represents the “folder” / category the item should live in)

• A matched item found indicator (so you can tell whether the import will update an existing item or create a new one)

• A selectable match control (so you can click to choose a specific item to update)

• Conditional formatting to highlight which fields changed from what was imported

Tips

• If your goal is a clean update (not duplicates), use the match indicator and selection control to ensure you’re updating the correct existing items.

• Rely on the sheet’s change highlighting to quickly review what the import will modify before finalizing.