Use this section to learn how to import new product and service records from a spreadsheet (CSV file). If you want to update existing records, see Update existing products and services >
We recommend that you use our template to make sure your CSV has the correct column headings
The headings in the CSV file must exactly match the headings used in the CSV file template
The Item Code and Description are mandatory. You can leave other cells blank
When importing Categories, make sure you have already created your categories and sub-categories. To import a sub-category, the row must also include the correct category
When importing Analysis Types, make sure you have already created your analysis types. The analysis type should be Active for the correct type of record; Stock, Non-stock, orService
When you leave any cells blank in the CSV file, we will complete the following with a default value:
Sales ledger account
Sales VAT rate
Purchase ledger account
Purchase VAT rate
NOTE:These are set in Record and Transaction Settings.
Do not edit the column headings, they must stay as they are in the template. An example of the column headings is highlighted red in the image below.
Delete the example data that shows in rows A2 to A5. An example of the rows is highlighted red in the image below.
Make sure the VAT rate text exactly matches the text used in Accounting.
Standard
Lower Rate
Lower Rate 2
Zero Rated
Exempt
The Ledger Accountand Usual Supplier must match the exact details already stored in Accounting. If you're not sure leave them blank and add the details on the individual records later.
For stock item imports, if you have stock on hand, enter the current amount held in column R.
When you’re happy you’ve entered your data correctly, save the file and choose Upload your CSV file.
This only exports the fields visible on the list for the selected records. Use the icon to add or remove fields before exporting.
From the navigation menu select Products and Services.
Select the records to export.
Select the CSV icon from the action toolbar.
Update existing products and services
This section explains how to update existing item records from a spreadsheet (CSV file).
To make sure we can identify and update existing records, we use a unique ID. To include this ID in your spreadsheet, you must export all your records first, then update the exported spreadsheet and re-import it.
This is to make sure that you avoid creating duplicates. When the Uniqiue ID column is blank, we create a new record.
Export all your product and service records to a spreadsheet following the steps above.
Open the exported file and make your required changes and then save your file. TIP:To add a new record, create a new row leaving the Unique ID field blank.
From the navigation bar select Products and Services.
Select Update items from the New item drop down.
Drag and drop your updated file, or select Choose, then select Upload file.
Choose how to handle empty cells in your CSV file then Continue.
You'll view a summary of the file you're about to import, when you're happy select Start import.
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NOTE: 
icon to add or remove fields before exporting.
TIP: