Import Cycle Count Data from Excel - Warehouse Inventory

Import Cycle Count Data from Excel - Warehouse Inventory

You can use the new data import tool in the Cycle Count module to bulk upload data on cycle counts via an Excel sheet. Follow the instructions below to do so.

Navigate to the Cycle Count Module

To navigate to the Cycle Count module:
  1. Click Warehouse in the blue sidebar to the left.
  2. Click Cycle Count.

Import Cycle Count Data from Excel

To import cycle count data using the data import tool:
  1. Navigate to the Cycle Count module.
  2. In the top left, click the drop-down arrow next to +New Cycle Count.
  3. Click Import Data from Excel.
  4. The data import tool will open. Select a warehouse using the hierarchy tree to the left.
  5. Click Download Template.
  6. Open the template you downloaded. This will take you away from NEXGEN and into Microsoft Excel.
  7. Review the ReadMe sheet, then enter the data you want to import into the spreadsheet.
  8. Save the spreadsheet.
  9. Return to the NEXGEN data import tool and click Upload Data.
  10. Upload the template you edited.
    1. Click Choose File.
    2. Click Upload.
  11. Review the data NEXGEN displays. This will be the data that is pulled into NEXGEN from the file.
  12. Click Import to confirm your data upload. The cycle count data will now be visible in NEXGEN.

    • Related Articles

    • Different Views - Warehouse Inventory

      When you enter the Warehouse Inventory Module on the Web App, you can click through different views. For more information on the views please see below. Warehouse Inventory Views Introduction Within the Warehouse Inventory Module, you can toggle your ...

    • Stock Item Workflows - Warehouse Inventory

      The NEXGEN software has multiple options for setting up a warehouse workflow for stock items. See the information below to learn about open warehouse, controlled inventory, and controlled inventory with approvals. Open Warehouse The open warehouse ...

    • Warehouses, Locations, and Categories Overview - Warehouse Inventory

      When you are building or growing your warehouse, you will likely have to add additional warehouses, other locations within your warehouse, or categories to your warehouse navigation tree. Look below for more information on adding locations and ...

    • Filter Items - Warehouse Inventory

      Similar to other modules, the Warehouse Inventory Module has a filter feature. Currently, you can only filter stock items. For more information on filtering stock items, please look below. (If you would like to learn how to search for items in your ...

    • Complete a Cycle Count - Cycle Count

      Cycle counts are performed to help warehouse managers verify inventory counts and document any discrepancies. Depending on an organization's needs, cycle counts may be performed on a yearly, quarterly, monthly, or weekly basis. Once a cycle count is ...

    • Recent Articles

    • Latest iPhone Release - Version 2.0.5 (June 2026)

      iPhone Updates Asset Inventory Users can now type in an asset QR code in the search bar to find an asset in addition to scanning. (#23758) Form A quick action button to create a form will now be visible in the Hotspot. Users can tap to create a form ...

    • iPad Version 3.0.6 (April 2026)

      iPad Updates Bug Fixes Resolved comments cutting off on mobile devices. (#24035) Fixed the issue of a Flag label unintentionally showing when completing assets. (#26071) Users should now be able to request items that are at zero quantity from the ...

    • Version 16.2.1 (04.30.26)

      Web Application Update - May 2026 Web Version 16.2.1 Release items related to a support ticket submissions will be included in parenthesis at the end of a line item. NEXGEN queries should now plot on the map as expected. (#27028) The Show In Store ...

    • NEXGEN Admin Webinar (Part 5: Lookups & Notifications)

    • Asset Management Planning Basics - AM Planning

      To get started with Asset Management (AM) Planning in NEXGEN, users must be aware of the NEXGEN asset management fundamentals. In NEXGEN, 4 fields control how much organizations can leverage our asset management tools. Prior to starting their AM ...