Prepare a catalogue once, then review the import.
Use the supported Excel import/export workflow for item data. A checked sheet is easier to maintain than repeated manual entry across a large item list.
Prepared item sheet
Field mapping and trial import
Reviewed item records
A spreadsheet becomes useful stock data only after its columns have meaning.
Item import can reduce manual setup work, but each spreadsheet column must map to the intended item field. Product names, codes, units and prices need a consistent convention; a fast import of inconsistent data only creates a larger clean-up task.
Use the supported template and prepare a small representative file first. Keep identifiers as text where leading zeroes matter, check mandatory fields and inspect a few resulting item records. Resolve duplicates and mapping issues before processing the complete catalogue.
How to use it.
Prepare a catalogue once, then review the import.
- 01
Export a sample or obtain the supported column format
- 02
Prepare a small clean set of item rows
- 03
Import and verify names, units, codes and rates before scaling up
What this looks like in your business.
A store prepares 25 sample items first, checks the result and then uses the validated structure for the rest of its catalogue.
Good questions.
Clear answers.
Choose the workflow that fits your business and confirm its setup in a demonstration.
Should I import opening stock at the same time?
Only through the supported template and workflow with an agreed opening date and quantity basis. Distinguish item creation from stock opening so a later import does not accidentally duplicate quantities.
What setup should I confirm?
Back up before bulk changes. Review duplicate identifiers and the update-versus-create behaviour.
What else can help?
Account import and export
Bring account masters into a consistent format.
Read the guide →Sales purchase and receipt import
Check imported transactions before trusting the totals.
Read the guide →EMI instalment sales
Keep instalment sales organised.
Read the guide →See it with a sample from your business.
Bring a sample bill or item list. We’ll show you the steps and answer your questions.