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Import and Export Items

< 1 min read

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Import items

  1. Click Items & Services in the sidebar, under Sales & Billing. Click the cog button at the top right and choose Import Items.
    Items & Services Settings Menu With Settings, Import Items And Export Items
  2. Click Download Example CSV to get a file with the right columns, and View Accepted Fields to see which fields you can import.
  3. Drop your CSV or XLSX file on the box, or click Choose File, then click Upload & Continue.
    Import Items Page With The Upload Step
  4. Follow the steps at the top: Map Columns (match each column in your file to an item field), Review & Import and Results. Nothing is imported until you have reviewed everything.

Export items

  1. Click the cog button and choose Export Items.
  2. Under Choose Records, filter by Item Type, Warehouse and Group. Tick Include Item ID to add the internal item ID, useful for matching rows with items later. Click Continue.
    Data Export - Items Page, Choose Records Step
  3. Under Choose Fields, pick the columns you want, then check the file under Preview & Export and create it.

Tip: for a quick export of the list as you see it, use Export above the list. For other imports, see Data Import.

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