Importing products and services files

You can import products and services files to complete an existing database and therefore avoid manual data entry in the application.

To import products and services files, first download the import template. This template shares important information and presents the only valid file structure for a successful import.

If you want to import data retrieved from an accounting or business management application, make sure that this data respects the structure of the import template.

Input help
To structure your data, consult the input help article, which informs you about the correct values for data.

To import products and services files:

  1. Access Import products and services.

    Imports > Import products and services

  2. Download the template (Download import template).
  3. Open the file in Excel.
  4. Consult the input help article to better understand how to enter the correct values for products and services.
    If you are using your own CSV file, copy and paste the first three lines of the template file into your own file.
  5. Insert your products and services data starting from line 4.
    Delete the text on line 4 and replace it with your own data.
  6. Save the file.
  7. Drop the file into the upload area on the Import products and services screen.
  8. File analysis begins.

You can view the progress of your import in the Description column.
The status Imported confirms that your products and services data is successfully imported.

To check if your data includes any missing elements, use the menu located at the end of each line.

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