Import New Premix Formulas

Import New Premix Formulas

Import New Premix Formulas

Dispensaries are not pre-loaded with premix formulas because every dispensary uses a different set of formulas. To use premix formulas in your dispensary, you must import them using a CSV file.

If you use Chinese Medicine premix formulas, we provide a prepared CSV template to help you get started quickly.

Where to Import Premix Formulas

Navigate to:

Admin > Settings > Data > Import New Data > Premix Formulas

Chinese Medicine Premix Formulas

If you would like access to a precompiled list of Chinese Medicine Premix Formulas, use the link provided on the import page.

These files can be downloaded, edited as needed, and uploaded directly into your dispensary.

Getting Started

Instructions

  1. Download the Sample File

  2. Open the file on your computer

  3. Fill in your premix formula data

    • Most fields are optional

  4. Save the file

  5. Upload the CSV file to
    Admin > Settings > Data > Import New Data > Premix Formulas

Mandatory Fields

The following fields are required for each premix formula to import successfully:

Default Formula Name

  • Must match one of the name fields provided in the file

  • This name will be used as the default throughout the dispensary

Formula Status

Accepted values (must be written exactly):

  • Publish

  • Pending Review

  • Draft

Formula SKU#

  • Can be any value you choose

  • Must be unique for each premix formula

At Least One Name

You must provide at least one name field, such as:

  • English

  • Pinyin

  • Latin

  • Chinese
    (or any other supported name type)

All Available Fields

You are not expected to fill in every field. Enter what you know and leave the rest blank. Additional information can be added later.

Core Identification

  • Default Formula Name

  • Herb Type

  • Formula Status

  • Formula SKU#

  • Default Formula Category

Names (Multi-Language Support)

  • English Name / Other English Name

  • Latin Name / Other Latin Name

  • Pinyin Name / Other Pinyin Name

  • Chinese Name / Other Chinese Name

  • Korean Name / Other Korean Name

  • Japanese Name / Other Japanese Name

  • Sanskrit Name / Other Sanskrit Name

Description & Ingredients

  • Description

  • Ingredients

  • Ingredients Herb Type

  • Ingredients Amount

  • Ingredients Unit

Categories & TCM Attributes

  • Categories

  • TCM Channels

  • Flavour

  • Temperature

  • Default Dosage Instructions

Safety & Clinical Information

  • Cautions and Contraindications

  • Associated Allopathic Conditions

  • Associated Allopathic Conditions Sources

  • Symptoms

  • Symptoms Sources

  • Possible Drug Interactions

  • Possible Drug Interactions Sources

Processing & Ratios

  • Part of Plant

  • Process Type

  • Ratio Left

  • Ratio Right

  • Glycerin Percentage

  • Alcohol Percentage

  • Alcohol Type

  • Granule Filler

  • Properties

Safety, Dietary & Compliance

  • Contains Aristolochic Acid

  • Contains Gluten

  • External Use

  • Toxic

  • Caution with Pregnancy

  • Organic

  • Kosher

  • Wildcrafted

  • Vegan

  • GMO-Free

Allergen & Dietary Flags

  • Contains Corn

  • Contains Egg

  • Contains Animal Products

  • Contains Wheat

  • Contains Fish

  • Contains Soy

  • Contains Artificial Sweeteners

  • Contains Peanuts

  • Contains Milk

  • Contains Shellfish

  • Contains Tree Nuts

  • Contains Cholesterol

  • Contains Mustard

  • Contains Sesame

  • Contains Nuts

  • Made in a Peanut-Free Facility

  • Contains Sulphites

Inventory & Purchasing

  • Images

  • Show Out of Stock to Users

  • Users Can Purchase When Out of Stock

  • Re-Order Level

  • Default Supplier ID

Additional

  • Tags

  • Formula Notes

Best Practices

  • Start with only the mandatory fields

  • Use provided premix templates when possible

  • Ensure ingredient names and types already exist in your dispensary

  • Leave optional fields blank if information is not available

  • You can update premix formulas later as needed

Need Help?

If your premix formula import fails or does not appear as expected, contact support and include:

  • The CSV file you uploaded

  • Any error messages shown during import

We’re happy to help.


    • Related Articles

    • Import New Inventory

      Import New Inventory Inventory represents the stock levels you have for each single herb, premix formula, or product in your dispensary. Inventory management only tracks quantities and consumption—it does not create herbs, formulas, or products. This ...

    • Import New Custom Products

      Import Herb Products Herb Products are custom products that you create using single herbs and/or premix formulas. This import process allows you to bulk upload multiple herb products at once using a CSV file. You may also create herb products ...

    • Import & Export Overview

      Import & Export Overview The Import & Export section allows you to manage large amounts of data in your dispensary using CSV files. Understanding the difference between Import New Data, Update Existing Data, and Export Data is essential to avoid ...

    • Import Supplier Products

      Import Supplier Products Supplier Products represent the items you purchase from your suppliers, such as single herbs or premix formulas. Importing supplier products allows you to create purchase orders and track supplier-specific SKUs, pricing, and ...

    • Import New Products

      Import New Products This article explains how to bulk import products into your dispensary using a CSV file. Importing products in bulk is ideal when setting up your dispensary for the first time or when adding many products at once. All product ...