How to Export CSV Data from inFlow Inventory and Import It into clariBI

inFlow Inventory is an inventory management solution designed for small to mid-sized businesses to track products, orders, and stock levels. Exporting your inFlow data into clariBI enables AI-powered analysis of inventory turnover, order trends, and product profitability.

What You Can Export from inFlow Inventory

• Product listings with SKUs, descriptions, and pricing
• Current stock quantities and reorder points
• Sales order data with customer and line item details
• Purchase order records with vendor information
• Inventory valuation and cost of goods data
• Stock movement and transfer history
• Customer and vendor contact lists
• Backorder and fulfillment status reports

Export CSV Data from inFlow Inventory

Method 1: Reports Export

1. Open inFlow Inventory (cloud version at app.inflowinventory.com or desktop application)
2. Click Reports in the left sidebar (cloud) or Main Menu > Reports (desktop app)
3. Browse the report categories: Inventory Reports, Sales Reports, Purchasing Reports, and Financial Reports
4. Select the report you want (e.g., Stock Summary, Sales by Product, Purchase by Vendor)
5. Set the date range and apply any filters as needed
6. Click Generate or Run to display the report
7. Click Save as from the action bar, then choose CSV file from the Save as type dropdown

Method 2: Product Data Export

1. Navigate to Main Menu > Settings > Export
2. Choose the data type you want to export (e.g., Product Details, Stock levels, Customer list, etc.)
3. Click Export to generate and download the CSV file

Method 3: Order Data Export

1. Go to Sales Orders or Purchase Orders from the main menu
2. Filter by date range, status, or customer/vendor
3. Click Export to download the order data as CSV
4. The export includes order headers and line item details

Tips for Clean Exports

• Use the Stock Summary report for a snapshot of current inventory levels — import it alongside sales data to let clariBI identify products at risk of stockouts
• Export sales reports by product to understand which items drive the most revenue and which may need to be discontinued
• Run exports after month-end close to ensure all orders and adjustments are included in the data
• Note: Manufacture (work) orders and attachments/images cannot be exported from inFlow

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "inFlow - Sales by Product Q4 2024")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "Which products have the highest inventory turnover rate?"
- "Show me monthly sales order totals and highlight the months with the most growth"
- "What is the total value of my current inventory broken down by category?"

clariBI's AI will automatically analyze your data and suggest relevant insights.