- At the top, right of your screen, click the Settings cogwheel.
2. From the drop-down menu, select Settings.
3. From the General Settings page, scroll down to the Inventory Section. Select Import Inventory.
4. From the Import Inventory page, click Upload File.
5. Select the CSV file from your computer with your inventory list.
6. Select Start Importing (#) Items.
7. You will see your inventory items added to your Inventory list in Workiz.
To delete inventory items:
You can delete any individual items by clicking the trashcan icon next to each individual item, view the CSV file you’ve uploaded into Workiz or upload another file with more inventory by clicking Upload file.