Bulk Product Import
How to import products, contacts, and prices from Excel or CSV with the smart importer.
Last updated: 2026-07-26
The smart importer lets you create or update hundreds or thousands of records in a few steps, using any Excel or CSV file — you don't need to fit Sarah's fixed template.
Ideal for:
- Initial migration from another system
- Periodic price updates
- Large product catalogs or customer/supplier lists
Where to import
| What | Where |
|---|---|
| Products + initial stock | Products → Load button |
| Contacts (customers or suppliers) | Contacts → Load Contacts |
| Prices / costs by code | Products → Update $ → Load from File tab |
Importer flow (4 steps)
1. File
- Drag and drop or select
.csv,.xlsx, or.xls - For products: choose the warehouse for initial stock
- For contacts: choose customer or supplier type
2. Columns
Sarah auto-detects file structure:
- Heuristics for common column names (name, price, cost, barcode, etc.)
- AI when the file uses non-standard layouts
You can adjust:
- Active sheet (multi-tab Excel)
- Header row index
- Column → Sarah field mapping
3. Preview
- Valid rows, errors, or (for prices) unmatched products
- "Errors only" filter
- Up to 100 rows shown on screen (remaining rows still import)
4. Import
- Batch progress indicator
- Summary: imported / failed
- Download error CSV when rows failed
Suggested columns (not required)
The system maps automatically. Useful references:
Products: name, description, cost, price, quantity, brand, barcode, SKU
Contacts: name, ID type/number, email, phone, address, city, state, zip, country
Prices: barcode or SKU + cost and/or price
Best practices
- Start with a small file (10–20 rows)
- Review mapping before confirming
- Download the error CSV, fix, and re-import failed rows only
- Consider a backup before very large imports