It is possible to import product data from a file in csv format configured with a simplified structure.
Before importing, you need to make sure that the product groups already exist in Cloud Accounting.
Where to import from
Product Importing can be done in 2 areas:
Import data , by accessing from All settings | Company and clicking on the Import button on Products.
Alternatively by accessing from Sales \ Products and clicking on the toolbar on the right Show import options \ Import products
How to import
After clicking on Import, a window appears from which to manage the import of products.
The operations to be performed are the following:
Download and edit the file
Enter the configuration data
Select the csv file to import the data it contains
How to create the csv file
The first thing to do is to create the csv file.
Click Download a sample file.
Once the file has been downloaded, simply open it using Microsoft Excel, Google sheets or other spreadsheets.
Enter the product data in the respective columns, without changing the title of the columns themselves as this would make it impossible for the application to recognize which data to import on each column.
The columns of the file
To identify the required data and enter all the information correctly, you need to download the file containing the guidelines by clicking on " See an example file with guidelines" in which notes are highlighted in each column to follow to enter the data in the import file.
The mandatory data to indicate on the example file are the following:
the No: this represents the product code and can be a mixture of alpha and numeric and can have up to 25 characters.
the Name : this is the name of the product and must be text and can be up to 300 characters long
the Product Group: this must be whole number (not a fraction) and up to 9 characters. It is sufficient to indicate the number that identifies the group and must already exist in Cloud Accounting. The product group is a mandatory data because it allows you to determine the revenue account and the VAT code to be used in the invoice. If nothing has been indicated, the default group that can be selected during the import phase will be assigned to all products.
The recommended data are:
the Description up to 500 characters
the Unit must already exist in Cloud Accounting
the sale price must be understood net
the usual purchase price must be understood net
Finally, among the optional data there are (and some of these will depend on whether you have the additional module Inventory activated):
the minimum stock
the minimum reorder lot
the Gross Weight
the Net Weight
the Status : accepts the values 1 - Active, 0 - Blocked
Once all the data to be imported has been entered on the Example file, it is sufficient to save it in csv (UTF-8) format making sure the correct format has been set.
Configure the import
In the configuration it is possible
indicate the default product group, which will be assigned automatically if it has not been defined in the file
Indicate whether not to import existing products to Cloud Accounting
Indicate whether to update existing products. In this case the product with the same code will be updated with the data present in the file.
Upload your file in section 3 and then click Import & Save
You will then see confirmation that the import is complete and your product can now be viewed within your product list.