While we currently don't have an import feature available for you to do this on our own, we are more than happy to do it until we do!
Firstly, here's a link our Product Import Template in Google Sheets.
Secondly, please make sure to read the rest of this article to avoid any confusion or frustration as our goal is to make this as easy for you as possible!
Below we'll cover the following topics:
- Google Users
- Microsoft Users
- Explanation of Column Headers
- Need more help?
Once in the Google Sheet, you'll go to File > Make a copy.
A screen will pop up where you can name the file whatever you want but then save the file which will open a new tab in your browser with your newly created, editable Sheet for you to copy/paste from an existing spreadsheet or doing manual entries.
Once you have completed your entries, please export as a CSV file (outlined in the Microsoft Users section below) and email to email@example.com or contact us via chat where you can provide us the file through there.
The Google Sheet is setup for anyone to view so you aren't required to have a Google account to access it.
Once on the page, go to File > Download > Comma-separated values and it will download directly to your desktop.
Then it's a matter of either doing a copy/paste from an existing spreadsheet or manually entering in the data.
As explained in the Google Users section above, you can then email the properly formatted file to firstname.lastname@example.org or contact us via chat where you can transfer the file to us.
Column Header Names Explained
Before you update the spreadsheet and while fairly straightforward, we wanted to take a second to explain which each means because nothing is worse than doing a several hundred or more product import only to find out that some of the data was input incorrectly!
These explanations below are also on our Google Sheet if you need a refresher. Simply hover over and click the column header name and a note will pop up (see photo below).
So here we go...
This is the name of the product that will appear on your documents and will be seen by the customer.
You can also think of this as a classification of the product. Categories, depending on your business and how granular you want to get, can be things like Cameras, Lights, Cables, etc. There's no 'one size fits all' when it comes to categories but when deciding how to structure yours, remember that this effects the Report by Category report so, if you want to see your best selling LED light, you may not want to add the power cable that comes with it into the same category.
The SKU used internally by your company for a product.
The SKU used by your manufacturer/vendor for a product. This is important for when it comes to purchasing additional inventory for your shelves.
The price you pay for the product. Not to be confused with what you charge your customer!
The retail or sales price that you charge to your customer. This is also used for the replacement cost on your rental inventory should something be damaged or lost and you need to charge your customer to replace it.
The amount of stock you are carrying for your retail or sales orders.
The rental price that you charge to your customer. Please note that this may adjust depending on whether you do daily or weekly bill so please reference our article on changing from weekly (default) to daily billing should that be your preference.
The amount of stock you are carrying for your rental orders.
More questions or need help more than just uploading?
No problem! Simply start a chat with us on the right or Contact Us via our website.
Please note, however, that if your situation is complicated and requires more of a hands-on approach, professional services may be necessary depending on the actual requirements.