Dispensaries are not pre-loaded with single herbs because every dispensary uses a different set of herbs. To ensure flexibility, you must import the herbs you want to use by uploading a CSV file.
New dispensaries start with no herbs. This import process allows you to bulk upload new single herb data into your dispensary. You may also add herbs one at a time if preferred.
Navigate to:
Admin > Settings > Data > Import New Data > Herbs
From here, you can upload a CSV file to import your herbs.
An instructional video is available on the import screen to walk you through the process step by step.
If you are just starting out, you can save time by using one of our pre-built herb CSV files:
Western Herbs
Chinese Herbs
These files contain commonly used herbs and can be imported directly into your dispensary.
Important:
You cannot edit these files online. You must first download the file to your computer by clicking the download icon after opening the link.
You may:
Add ingredients that are missing
Delete ingredients you do not plan to use
Modify values before uploading
The following fields must be completed in order for the import to succeed.
If you do not know the SKU number, you may:
Create your own temporary SKU
Use your supplier’s SKU
This name must already exist in another herb name field and will be used as the default name throughout your dispensary.
You must include at least one herb name (e.g., English, Latin, Chinese).
Only the following values are accepted (must be written exactly):
Publish
Published
Pending Review
Draft
The ingredient type must already exist in your dispensary and is managed under Ingredient Type Settings.
Only ingredient types that have been created in your dispensary can be used during import. The value entered in the file must match the ingredient type exactly, including spelling and pluralization, as shown in your Ingredient Type settings.
Common examples include:
Granules
Tinctures
Raw
Concentrates
For example, entering “Granule” will fail because it does not match the existing ingredient type “Granules”.
There are many available single Ingredient fields. You are not expected to fill in all of them.
Fill in what you know
Leave the rest blank
You can update ingredient details later
Below is the complete list of fields that may appear in the import file.
Default Herb Name
Herb Type
Herb Status
Herb SKU#
Default Herb Category
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
Family
Species
Categories
Part of Plant
Process Type
Granule Filler
Properties
TCM Channels
Flavour
Temperature
Cautions and Contraindications
Associated Allopathic Conditions
Associated Allopathic Conditions Sources
Symptoms
Symptoms Sources
Possible Drug Interactions
Possible Drug Interactions Sources
Toxic
External Use
Caution with Pregnancy
Ratio Left
Ratio Right
Glycerin Percentage
Alcohol Percentage
Alcohol Type
Organic
Kosher
Wildcrafted
Vegan
GMO-Free
Contains Aristolochic Acid
Contains Gluten
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
Images
Show Out of Stock to Users
Users Can Purchase When Out of Stock
Re-Order Level
Default Supplier ID
Tags
Herb Notes
Start with the required fields only
Use pre-built CSVs as a base whenever possible
Keep SKU values consistent with suppliers if available
Don’t worry about filling in every field—you can update herbs later
If your import fails or you are unsure why a field is not accepted, contact support and include:
The CSV file you attempted to upload
Any error message shown during import
We’re happy to assist.