Import stock, non-stock products, and services

If you regularly sell the same stock products as well as non-stock products and services, create records for them to save time when entering invoices or credit notes. You can manually create the records, or you can import them using comma separated value (CSV) files.

CSV files can be created using Microsoft Excel. When saving the Excel file, click Save As, and then from the Save as type list, select CSV (Comma delimited)(*.csv).

Before importing

Please consider the following items before importing your products and services:

  • You can only import details of new products, services or stock items. The import function cannot be used to update existing records.

  • The headings in the CSV file must exactly match the headings used in the CSV file template. We recommend that you download the CSV template file first to make sure the headings are correct.

  • The Item Code and Description are mandatory. Other cells can be left 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 and the analysis type is Active for the correct type of record; Stock, Non-stock or Service.

  • To import both products and services, you must create a CSV file for products and another for services.
  • The maximum file size you can import is 0.5 MB.
  • You can import up to ten prices.


Import product and service records

  1. Click Products & Services.
  2. Click New Item and click Import Items.
  3. Click the type of items you want to import; Stock, Non-stock, or Service:
  • If you haven't already downloaded a CSV template, click the template CSV file link. Depending on your browser, you can either download the file or open it in Excel.
  • If you have already created a CSV file, compare it to the information in this article to verify that your information is ready to import.
  1. Enter the required information following the examples in the template. If you have more than three prices to import, you may enter up to ten. Delete the example lines before importing your records.

    Important! Do not change the column headings.

  2. Save the file as a CSV file, and then close it.
  3. From the Import items window, click Upload your CSV file, or drag and drop your file.

    If for any reason the upload fails, a message indicates why. Fix any issues, and then upload the file. For more information about the correct CSV file format, see sections above for the product and service file formats.

  4. Click OK.

You've successfully imported your products or services. You can also import your contact records.