Importing items from Excel
Bring hundreds of items in at once from a spreadsheet, and update them the same way later.
Most businesses arrive with a list already — a supplier file, an old system's export, a spreadsheet someone maintains. Typing it in again is the point at which people give up on a new system. The import takes that file, and because rows with an existing code update rather than duplicate, the same file can be used for bulk price changes later.
On Catalog → Items, download the import template. It carries the exact column headings the import expects; fill it rather than adapting your own layout.
One row per item: code, names, category, unit, barcode, price, and opening stock per warehouse. Categories and units must already exist by the name you use.
Upload the file. The result tells you how many rows were created, how many updated, and lists any that were rejected with the reason — a duplicate barcode, a missing unit — so you can fix those rows and re-upload only them.
To change prices in bulk later, export the current items, edit the price column, and import the same file back. Matching codes update in place.
Good practice
- Import in batches of a few hundred the first time. A rejected row is easier to find in 200 than in 3,000.
- The same export-edit-import loop works for suppliers, price lists and delivery zones.