Recurrency allows you to manage key planning settings in bulk using CSV uploads. This makes it easy to apply large-scale updates on your own schedule—without needing to submit requests through your Customer Success Manager.
Bulk uploads are validated before they’re applied, so you can review and fix any errors before pushing changes live.
What you can manage with CSV uploads
You can bulk upload changes for the following planning settings:
Include / Exclude from Planning
Control whether items are included or excluded from Recurrency planning
Supports return dates for temporarily excluded items
Safety Stock
Bulk overwrite safety stock values across multiple items
Lead Time
Bulk overwrite lead times for multiple items
Stock Floor
Bulk manage stock floor values
Minimum Order Quantity (MOQ)
Bulk manage minimum order quantities
Min / Max
Bulk upload minimum and maximum inventory levels
Plannable Inventory
Remove items from Recurrency planning
Does not change the item’s stockable status in your ERP
How to upload a CSV file
Navigate to Settings in Recurrency
Click the CSV Upload button
Select the type of bulk update you want to perform
Download the provided CSV template
Fill out the template with your data
Upload the completed CSV file
Each upload type has its own template to ensure data is formatted correctly.
Upload validation process
Before any changes are applied:
Recurrency will validate your CSV upload
Any rows that fail validation will be returned with error details
You can correct the errors and re-upload the file
Only validated rows can be pushed live
This helps ensure that incomplete or incorrect data is never applied unintentionally.
Best practices
Always start with the provided template for your upload type
Do not add, remove, or rename template columns
Double-check ItemUID values before uploading
Review validation errors carefully before pushing changes live
Test with a small upload if you’re making a large or complex update
Formatting Guidelines
1. Excluding Items
ExcludedUntil
Format must be:
YYYY-MM-DDExample:
2026-12-21This date represents the day the item will resume being included.
If you want the item excluded indefinitely (read: forever), leave this field empty
Excluded
This is a boolean field.
If you want the item excluded, it must say:
TRUETRUEmust be:All caps
No extra spaces
No quotation marks
2. Updating Min/Max Settings
When updating replenishment settings, newReplenishmentMethod must be one of the following exactly:
Min/MaxOP/OQ
These values are case-sensitive and must match exactly.
3. Item Identifier Requirement
All CSV uploads must use: ItemUID from P21 as the item identifier. You can also get this value from Recurrency but unhiding the "ItemUID" column in the Demand Planning module.
⚠️ Important: Using the incorrect identifier will cause the upload to fail or update the wrong records.
Why use bulk uploads?
Bulk CSV uploads allow you to:
Make large-scale changes quickly
Reduce manual item-by-item updates
Validate data before it impacts planning
Manage updates independently without CSM intervention