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Import, export and update products and services

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Summary

How to import, export and update your products, services or stock records from a CSV file into Sage Accounting.

Resolution

Import new products and services

Use this section to learn how to import new product and service records from a spreadsheet (CSV file). If you want to update existing records, see Update existing products and services >


Export products and services


Update existing products and services

This section explains how to update existing item records from a spreadsheet (CSV file).

To make sure we can identify and update existing records, we use a unique ID. To include this ID in your spreadsheet, you must export all your records first, then update the exported spreadsheet and re-import it.

This is to make sure that you avoid creating duplicates. When the Uniqiue ID column is blank, we create a new record.

  1. Export all your product and service records to a spreadsheet following the steps above.
  2. Open the exported file and make your required changes and then save your file.
     TIP: To add a new record, create a new row leaving the Unique ID field blank. 
  3. From the navigation bar select Products and Services.
  4. Select Update items from the New item drop down.
  5. Drag and drop your updated file, or select Choose, then select Upload file.
  6. Choose how to handle empty cells in your CSV file then Continue.
  7. You'll view a summary of the file you're about to import, when you're happy select Start import.



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