Allocation Strategy Imports

What's new

You can now import a file to create new allocation strategies in bulk — including store assignments and start and end dates. Note: the import creates new strategies only and will not update any that already exist in Toolio.

What you can do

Create strategies from a file
– Each row represents a style-color and store combination. Use this sample file as a reference for the required format and fields.
Import start and end dates
– Dates are applied directly when the strategy is created, so your allocation window is set from the start.
Define store inclusion per style-color
– Stores listed in the file are included; any store not listed is excluded.
Override in the UI when needed
– Start and end dates can still be adjusted per strategy or per location in Toolio after import.

Why it helps

Eliminates manual strategy setup for large assortments — import once and your strategies are ready.
Allocators stay in control: the import is the starting point, and everything can be adjusted in the UI after creation.