Bulk Product Import

Bulk import allows you to create or update hundreds or thousands of products in a few steps, using Excel or CSV files.

This functionality is ideal for:

• Initial migration from another system.
• Periodic price updates.
• Incorporating large catalogs of new products.

Prepare the file

1. Download the example template from the Bulk Import module.
2. Complete required columns:
   • Code / SKU
   • Name
   • Price
   • Cost
   • Category
   • Barcode (optional)
3. Save the file in CSV or XLSX format as supported by the system.

Tip: Make sure column headers match exactly the names indicated in the template.

Upload the file

1. In the Products or Inventory module, look for the "Import / Bulk import" option.
2. Select the prepared file.
3. Review the preview:
   • The system will show interpreted rows.
   • You'll see possible errors (missing fields, incorrect formats, duplicates, etc.).
4. Confirm the import.

What happens during import

During the process, Sarah:

• Creates new products for rows with codes that didn't exist.
• Updates data (price, description, etc.) for existing products with the same code.
• Can optionally create initial stock records per warehouse (according to configuration).

If there are errors in some rows:

• The system will mark them so you can correct them and retry.

Best practices

• Make a backup of your database before large imports.
• Start with a small test file to validate the format.
• Keep a record of imports performed (date, user, file used).