Overview
Add Descriptive Inventory (DI) items into a customer's Storage Account without re-entering them. Two methods do this: automatically when a Warehouse Check is completed, or manually with the Import Items option on the Storage Account.
Both methods pull from completed Descriptive Inventory data.
Both methods skip items already in the Storage Account, so no duplicates are created.
Before a manual import runs, SmartMoving sorts each item into one of three groups: items ready to import, items delivered at a destination stop, and items marked missing during a Warehouse Check.
Before You Start
Available to accounts using SmartMoving Storage.
The Storage Account must already exist and be linked to the customer before the Warehouse Check is completed. If the Warehouse Check is finalized before a Storage Account exists, the items do not transfer automatically, and you add them with the manual Import Items method.
The customer must have at least one opportunity with a completed Descriptive Inventory. Without one, the Import Items button does not appear.
Option 1: Add Items Automatically by Completing a Warehouse Check
When a crew member completes a Warehouse Check through the Descriptive Inventory workflow in the Crew App, any items marked as Checked are added to the customer's linked Storage Account under the Inventory tab. Each item arrives with a default status of In Storage.
This happens without any additional steps from the office. Once the check is finalized, the items appear in the Storage Account.
Items excluded from automatic transfer:
Items marked as Missing during the Warehouse Check
Items marked as Voided during the Warehouse Check
Items that were dropped off at a destination stop during a destination check. These items are recorded against the stop where they were delivered and are never imported into storage.
Items already present in the Storage Account inventory (no duplicates are created)
Note: When a Warehouse Check adds items to a Storage Account automatically, the Storage Account's activity log records any items that were delivered at a midpoint stop and therefore not imported.
Note: If no Storage Account is linked when the Warehouse Check is finalized, the items will not transfer automatically. Add them with the manual Import Items method below once the account is set up.
How SmartMoving Sorts Items Before an Import to Storage
When you import Descriptive Inventory into a Storage Account, SmartMoving sorts every item into one of three groups before anything imports. Understanding the three groups explains why an item does or does not reach storage.
Items ready to import: items that were received and are coming into storage. These import normally.
Items delivered elsewhere: items dropped off at a destination stop during a destination check. Each one is labeled with the stop where it was delivered (for example, Stop 1, Stop 2, or Final Destination) and is excluded from the import.
Items marked missing: items with no receipt in the most recent Warehouse Check. These are surfaced for review so you can either mark them as found and import them, or skip them and have them logged as missing.
An item is treated as missing only when the opportunity has a completed Warehouse Check and that item has no receipt in it. If the opportunity has no Warehouse Check, no items count as missing and no review step appears.
Voided items, omitted items, and items already in the Storage Account are excluded from all three groups.
Option 2: Add Items Manually Using Import Items
If items were not added automatically, or if you need to import items from a specific opportunity, bring Descriptive Inventory data into the Storage Account with the Import Items option.
The Import Items button appears on the Inventory tab of the Storage Account when the linked customer has at least one opportunity with a completed Descriptive Inventory.
How to Import All Items to a Storage Account
Open the Storage Account in SmartMoving and go to the Inventory tab.
Click Import Items in the upper right corner. The Import Descriptive Inventory modal opens.
Select the opportunity to import from. Opportunities are listed by quote number and job type. An opportunity whose items are all in storage already appears at the bottom of the list with a (fully imported) label and cannot be selected.
Select Import all inventory items, then click Import all items. If the opportunity has no items marked missing, the import runs and the items appear on the Inventory tab. If any items are marked missing, the Review Before Importing dialog opens and nothing imports until you confirm.
Read the summary line at the top of Review Before Importing. It reads {number} of {total} items will be imported to storage and updates as you check items below.
Review the items delivered elsewhere section, if it appears. Each row lists the item number, item name, description, and a Destination badge naming the stop where the item was dropped off. These items are not imported into storage.
Review the items not imported section. Its subtext names the check that flagged the items and the date of that check, for example Marked missing during the Warehouse check on Aug 12, 2026.
Select the checkbox next to any missing item that has been found. To include every missing item, select the checkbox in the table header. The summary line, the hint below the table, and the count on the import button all update as you select items.
Click Import {number} items. Received items and any missing items you selected import to storage, the Storage Account's Inventory tab refreshes, and a confirmation toast reports the counts.
To go back to the opportunity picker without importing, click Back.
How to Import Specific Items to a Storage Account
Open the Storage Account in SmartMoving and go to the Inventory tab.
Click Import Items in the upper right corner. The Import Descriptive Inventory modal opens.
Select the opportunity to import from.
Select Select specific items to import, then click Select items. The Select Inventory Items to Import modal opens with the full item list.
Review the Missing items section at the top of the list. Its heading shows the count, and its subtext names the check that flagged the items and the date of that check.
Select the checkbox next to any missing item that has been found. Selecting the checkbox marks that item as found and includes it in the import.
Select the items going into storage from the rest of the list. The header checkbox selects every received item that is not already in storage. It does not select missing items or items delivered elsewhere.
Review the items at the bottom of the list that carry a stop badge. These items were delivered at a destination stop, have no checkbox, and cannot be selected.
Confirm your selection to run the import. The selected items appear on the Inventory tab and a confirmation toast reports the counts.
Items already in the Storage Account appear with an Already imported badge and their checkbox is disabled.
💡 SmartTip: Use the partial import option when a customer is storing only a portion of their inventory. This keeps the storage record accurate without bringing in items that were delivered directly.
Understanding the Destinations Legend and Stop Labels
The Destinations legend explains the stop badges that label items delivered elsewhere. It shows each stop's badge, the property name, and a one-line address.
Intermediate stops are labeled Stop 1 through Stop N in the order the stops appear on the job.
The last entry is labeled Final Destination and uses the move's destination address.
Two checks performed at the same stop share one badge and one number.
The legend appears in the same format in three places: the Review Before Importing dialog, the Select Inventory Items to Import modal, and the Descriptive Inventory report.
The Destinations legend appears only when the opportunity has at least one destination check. A move that delivers to a single destination has no stop badges and no legend.
What Gets Logged When You Import Missing or Delivered Items
Every outcome of a Storage Account import is recorded, so the activity logs explain what happened to each item.
A missing item you mark as found and import: an entry is added to that item's own activity log, reading {Item Name} was marked as found during the {Check Name} check by {User Full Name} and imported to storage.
A missing item you skip during a full import: an entry is added to the Storage Account's activity log, reading {Item Name} was marked as missing during the {Check Name} check.
A missing item you leave unselected during a partial import: the item is skipped and nothing is logged as missing. Leaving an item unselected in a partial import counts as a deliberate choice, not a missing flag, and a partial import can be run many times.
Items delivered at a midpoint stop during a Warehouse Check auto-import: the Storage Account's activity log notes which items were delivered at a stop and therefore not imported.
Every import: the account's audit history records the opportunity number, the number of items imported, and the number of duplicates skipped.
Activity entries are timestamped at the time of the import and attributed to the user who ran the import.
Which Method Should I Use?
Use this table to choose a method based on whether the Storage Account existed when the Warehouse Check was completed and how much of the inventory is going into storage.
Situation | Recommended method |
Warehouse Check was completed and the Storage Account already existed | Automatic, items populate on their own |
Warehouse Check was completed before the Storage Account was created | Manual import after the account is set up |
You need to import from a specific past opportunity | Manual import |
Only some items are going into storage | Manual import using partial selection |
Some items were marked missing during the Warehouse Check | Manual full import, then resolve each missing item in Review Before Importing |
Best Practices
Create and link the Storage Account before the crew finalizes the Warehouse Check, so items transfer without a manual import.
Locate a missing item in the warehouse before marking it as found in Review Before Importing, so the storage record matches what is physically on the shelf.
Read the Destinations legend before questioning a low import count. Items dropped at a stop are excluded by design.
Use a full import when the whole shipment is going into storage, and reserve partial selection for split shipments.
Check the Storage Account's activity log after an import with missing items, so the unresolved items are on record for the claims trail.
Troubleshooting
The Import Items button does not appear on the Inventory tab. The linked customer has no opportunity with a completed Descriptive Inventory. Complete a Descriptive Inventory on one of the customer's opportunities, then reopen the Storage Account's Inventory tab.
The Review Before Importing dialog did not open, and the import ran right away. No items on that opportunity are marked missing. A full import posts immediately when there is nothing to resolve. Items delivered at a destination stop do not open the dialog on their own.
Items I expected to be flagged as missing were imported normally. Missing status comes from the most recent Warehouse Check only. If the opportunity has no completed Warehouse Check, no items count as missing.
The Import button in Review Before Importing is disabled. Every received item on the opportunity is in storage already, so nothing would import. Select at least one missing item to mark it found, and the button enables with a count.
An item shows a stop badge and I cannot select it. That item was delivered at a destination stop during a destination check and is excluded from storage imports. Nothing needs to be done to it.
The imported count is lower than the number of items I selected. Items already in the Storage Account are skipped as duplicates. The confirmation toast reports how many duplicates were skipped.
An opportunity in the Import Descriptive Inventory list is greyed out with a (fully imported) label. Every eligible item on that opportunity is in the Storage Account already. Pick a different opportunity.