Import products into your Product List using either an .xlsx Excel file or a .csv spreadsheet file.

Note: You can only upload products into existing categories and subcategories.


In This Article:

Build Import File

Upload Import File



Build Import File


In order to successfully upload your product list, build out your spreadsheet to contain column headers so that your system can import your product data successfully. Column headers are explained in detail below.



1. Create an Excel file with the required column headers, or download the Basic Spreadsheet Template (.csv file)here.

2. For each product you're importing, enter the following information within a single row under each respective column header:

  • Name: enter the name of your product. This column is required.
  • Category: enter the category to which you would like the product assigned. This column is required.
  • Subcategory: enter the subcategory to which you would like the product assigned. This column is required. 
  • Display Name: enter the product name that will appear on the device. 
  • Description: enter a product description.
  • Brand: enter the product brand.
  • Manufacturer: enter the product manufacturer. 
  • Vendor: enter the vendor. 
  • Age Requirement: enter Yes or No. (This setting is primarily used for alcohol and tobacco products. Enter Yes if there is a minimum age required to purchase the product. Entering a value other than Yes will cause the software to populate a No value for this product.)
  • Minimum Age Requirement: enter the minimum age that the customer must be in order to purchase this product. 
  • UPC: enter the UPC (Universal Product Code) for the product, if applicable.
  • SKU/PLU: enter the SKU (Stoke Keeping Unit) or PLU (Price Look-Up) code, if applicable. 
  • Cost: Enter your cost for the product. 
  • Retail Price: enter the retail price for the product. This column is required. 
  • PATOS (Price at Time of Sale): enter Yes or No, if desired. (Price at Time of Sale can be enabled to allow price modifiers when an item is rung up. Entering a value other than Yes will cause the software to populate a No value for this product.)
  • Current Qty: enter the current inventory quantity you have on hand. (Entering a quantity other than zero will cause the software to automatically track the inventory for the product.)
  • Alert Qty: enter the low-level inventory quantity alert threshold. When an item reaches this quantity, it will appear in the Critical Inventory report. 
  • Size Modifiers: enter the size modifier group name (exactly as it appears in your account) that you would like to assign to the product. Separate multiple size modifier groups by comma.
  • Components: enter the component modifier group name (exactly as it appears in your account) that you would like to assign tot he product. Separate multiple component modifier groups with a comma.
  • Add-Ons: enter the add-on modifier group name (exactly as it appears in your account) that you would like to assign to the product. Separate multiple add-on modifier groups with a comma. 
  • Tax Rules: enter the tax rule name (exactly as it appears in your account) that you would like to assign tot he product. Separate multiple tax rules with a comma.
  • Special Fee Rules: enter the special fee rule name (exactly as it appears in your account) that you would like to assign tot he product. Separate multiple special fee rules with a comma.
  • Status: enter Active or Archived, if desired. Entering archived will set the product to an inactive status and it will no longer appear on your POS device. 

3. Save your spreadsheet as either a .csv file or an .xlsx (Excel) file.


Upload Import File


1. Navigate to your Product List.

2. Click Tasks and click Import Products.

3. Click Choose File, browse for your saved spreadsheet file, and click Upload.


 


 

4. The software will display a list containing the first row and first several columns from your imported product list.


5. Match your product list information with the pre-defined product fields of the same name. For example, in the Name field, match the column from your spreadsheet titled Name.

6. Click Next.





For help with import errors, click here to read more in our Knowledge Base.