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Importing Catalog Items

Updated

Use Import Data → Catalog (dialog title Import Catalog Items (CSV)) to load your products and services. Sample file: sample-catalog-import.csv.

Columns, in order:

  • Vendor — a vendor’s company name from your Vendors list (Section 17). Optional; an unknown vendor leaves the item without a vendor.
  • Item Type — the name of one of your invoice item types (e.g. Product, Service). Required and must already exist.
  • Name — required.
  • Description
  • Quantity — required and cannot be 0.
  • Unit Price
  • Is Taxed — YES/blank.
  • Is Track Inventory — YES to track inventory for this item.
  • Inventory Count — a number; anything else becomes 0.
  • Unit Cost — your cost. A new or changed unit cost also starts a new entry in the item’s unit-cost history, dated today.
  • Item Number — SKU or UPC.

Duplicates: this is the one import that matches existing records by name. A row whose Item Type and Name both match an existing catalog item updates that item; otherwise a new item is created. There is no ID* column.

Note: If the item type name does not match one of your item types, the row fails with the message Item name or quantity is missing on row N — check the Item Type spelling as well as the name and quantity.