Import product and services from a CSV file

Import new products, services or stock records from a CSV file. You cannot use this to update existing records.

Use this if details of your products and services are held in separate system or you have just started using Accounting.

Things to consider

  • You can only import details of new products, services or stock items. The import function cannot be used to update existing records.

  • The headings in the CSV file must exactly match the headings used in the CSV file template. We recommend that you download the CSV template file first to make sure the headings are correct.

  • The Item Code and Description are mandatory. Other cells can be left blank.

  • When any cells are left blank in the CSV file, we will complete the following with a default value set in the Record and Transaction Settings
    • Sales ledger account
    • Sales VAT rate
    • Purchase
    • Purchase VAT rate

Download the CSV file template

Use our templates to make sure your CSV has the correct column headings.

  1. From Products & Services, select the drop-arrow next to New item and select Import items
  2. Choose the type of item to import; Stock, Non-stock or a Service item.
  3. Select the template CSV file link.

Prepare your CSV file

  1. Make sure you keep the column headings as they are in the template.

  2. Delete the rows containing the examples.

    Image of CSV import template.

  3. Make sure the VAT rate text exactly matches the text used in Accounting.

    • Standard

    • Lower Rate

    • Lower Rate 2

    • Zero Rated

    • Exempt

  4. The Ledger Account and Usual Supplier must exactly match the details already stored in Accounting.

    If you're not sure leave them blank and add the details on the individual records later.

  5. When you’re happy you’ve entered your data correctly, save the file and choose Upload your CSV file.

Import your products and services:

  1. From Products & Services, select the drop-arrow next to New item and select Import items
  2. Choose whether you want to import Stock, Non-stock or Service items.

    Select the Upload your CSV file link.

  3. Browse to your file and choose Open.