Import, export and update 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, or Service

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. 

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

1. 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.
   
2. Delete the example data that shows in rows A2 to A5. An example of the rows is highlighted red in the image below.
   
3. Make sure the VAT rate text exactly matches the text used in Accounting.
   • Standard
   • Lower Rate
   • Lower Rate 2
   • Zero Rated
   • Exempt
4. The Ledger Account and 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.
5. For stock item imports, if you have stock on hand, enter the current amount held in column R.
6. When you’re happy you’ve entered your data correctly, save the file and choose Upload your CSV file.

1. From Products & Services, select the drop-arrow next to New item and select Import items.
2. Choose whether you want to import Stock, Non-stock or Service items.
3. Select the Upload your CSV file link.
4. Browse to your file and choose Open.

This exports all stock, non-stock or services records to separate csv files. The export contains all fields in the records except Analysis Types.

1. From the navigation menu select Products and Services.
2. Select Export items from the New item drop-down menu.
3. In the pop-up window, select the type of item you want to export (Stock, Non-stock, Service).
4. Select Export.

The export file may take a few minutes to create. Check for a notification on the toolbar to tell you when the file is ready. 

You can only export one file at a time, so wait for the export to complete before requesting to export again. 

This only exports the fields visible on the list for the selected records. Use the  icon to add or remove fields before exporting.

1. From the navigation menu select Products and Services.
2. Select the records to export.
3. Select the CSV icon from the action toolbar.