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