Import products from Excel

Bring in your whole product list at once with the Excel template, instead of adding products one by one.

Import your list

Go to Menu › Products and click Import from Excel above the list.
Get the template: click Download template (.xlsx).
Fill in the template, one product per row, with its name, category, price and the other columns you use. Keep the column headings as they are.
Choose your file: pick your saved file.
Check and import: POS reads the file and shows what it found, including any rows with problems. Fix the rows it flags, or leave them out.
Click Import.

The products appear under Menu › Products and on the billing screen.

Tip

Start with 5 to 10 rows to check that your file is set up right, then import the rest.

Import only adds products. A row is skipped if a product with the same name, short code or barcode already exists. Your existing products are never changed, with one exception below.
Cost Price (optional) is what one unit costs you, for the Profit & Loss report. For a product you already have whose Cost Price isn't set yet, the file's Cost Price is filled in, so you can add costs to your whole list at once. A Cost Price that's already set is never changed. To get your list with its current costs, click Download Excel above the product list.
Categories in the file that don't exist yet are created for you.
Tax Group must be the exact name of one of your tax groups, for example GST 5%. Create tax groups before you import (Set up taxes). Leave the column blank for products with no tax.
Customers import the same way. Go to Customers › Customers and click Import from Excel. A customer whose mobile number is already saved is skipped.