• 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 needs to be Active for the correct type of record; Stock, Non-stock, or Service

When you leave CSV cells blank, we apply default values for the below fields from the Record and Transaction Settings:

• Sales ledger account
• Sales VAT rate
• Purchase ledger account
• Purchase VAT rate

1. Go to Products and Services.
2. Select the arrow next to New item and select Import items.
3. Choose the type of item to import between Stock, Non-stock, or a Service item.
4. Select the template CSV file link.

1. Don’t edit the column headings. They must stay as they are in the template. The image below highlights an example of the column headings.
   
2. Delete the example data that shows in rows A2 to A5. The image below highlights examples of the rows.
   
3. Make sure the Sales and Purchase VAT Rate columns exactly matches the text used in Accounting:
   • Standard
   • Lower Rate
   • Lower Rate 2
   • Zero Rated
   • Exempt
4. For the Sales and Purchase Ledger Account enter just the ledger code, not the display name.
5. The Usual Supplier must match the exact details supplier reference already stored in Accounting.
6. When importing stock items you currently have in stock, enter the amount under the heading Quantity In Stock.
7. When you’re happy you’ve entered your data correctly, save the file and return to Accounting.

1. Go to Products & Services.
2. Select the arrow next to New item and select Import items.
3. Choose the type of item to import between Stock, Non-stock, or a Service item.
4. Select +Upload your CSV file.
5. Browse to your file and choose Open.

A message confirms how many records the import completed successfully. You can then edit products and services, or update them using a CSV import.