1. Where to Find “Import Products” #

1. Log in to your back-office.
2. From the left-hand purple sidebar, click Products (🛒 icon).
3. In the expanded Products menu, choose Import Products.
   You’ll land on a page that looks exactly like the image you shared (file-upload box at the top, a big Instructions table in the middle).

2. Quick Workflow Overview #

#	Action	Why?
1	Download the CSV template.	Guarantees you’re using the correct column order & headers.
2	Fill in the template offline (Excel, Google Sheets, etc.).	Add/modify all product data in bulk.
3	Save as CSV (Comma-Separated Values).	System only accepts CSV for import.
4	Return to Import Products, choose your file, click Submit.	Upload & create the products in one shot.
5	Review success/error report.	Fix any rows that failed and re-upload if needed.

3. Detailed Steps #

Step A – Download the Template #

1. On the Import Products page, click the Download template file button.
2. Save the CSV locally (e.g., product_import_template.csv).

Step B – Understand Each Column #

Below is a condensed cheat-sheet of the columns you’ll see in the template (they must stay in the exact order).

Col #	Header in Template	Mandatory?	What to Enter
1	Product Name	Yes	Visible name: Veg Pizza
2	Brand	No	Existing brand or leave blank.
3	Unit	No	e.g., pcs, kg, ltr (unit must already exist).
4	Category	No	Existing category name.
5	Sub-Category	No	If used, must belong to the category above.
6	SKU	Optional	Leave blank to auto-generate.
7	Barcode Type	No	C128, C39, EAN13, EAN8, UPC-A, UPC-E, ITF-14.
8	Manage Stock?	Yes	1=Yes, 0=No.
9	Alert Quantity	No	Numeric threshold (e.g., 5).
10	Expires in (Months)	No	Shelf life in months.
11	Expiry Period Unit	No	days, months, years.
12	Applicable Tax	No	Existing tax rate name.
13	Selling Price Tax Type	Yes	inclusive or exclusive.
14	Product Type	Yes	single or variable.
15	Variation Name	Cond.	e.g., Size, Color (variable products only).
… and so on up to column 47 (see on-screen Instructions for full list).

🔍 Need the full 47-row description?
• Keep all remaining columns exactly as in the template.
• The Instruction column inside the system mirrors the screenshot and explains each field.

Step C – Fill & Save the Template #

1. Open the CSV in Excel/Sheets.
2. Fill product rows; don’t re-order or rename columns.
3. Delete example rows, if any.
4. Save/Export back to CSV (UTF-8) format.

Step D – Upload the File #

1. Back on Products → Import Products, click Choose File.
2. Select your saved CSV.
3. Hit the purple Submit button.
4. Wait for the confirmation toast / progress bar.

Step E – Validate Results #

• If “Import Successful” appears: you’re done ✅.
• If you receive errors:

• Scroll to the bottom of the page to download the error log (if provided).
• Correct the indicated rows (common issues: wrong Tax Name, unknown Unit, non-numeric price).
• Re-upload only the corrected rows or the entire file.

4. Tips & Best Practices #

1. Create categories, units, and tax rates before you attempt the import.
2. Use plain text—no formulas—in your CSV cells.
3. For variable products, make sure every variation row shares the same SKU root or leave blank for auto-generation.
4. Keep backups of every import file; it’s your audit trail.
5. Test with 2-3 sample products first to ensure everything maps as expected.

5. Troubleshooting FAQ #

Problem	Likely Cause	Fix
“Tax rate not found”	Tax name in CSV doesn’t match system exactly.	Copy the exact spelling from Settings → Taxes.
Prices show as zero	Prices were entered with currency symbols or commas.	Use numeric values only, e.g., 249.99.
File won’t upload	Wrong file type.	Ensure you saved as .csv, not .xlsx.
Variation SKUs duplicate	Same SKU reused across products.	Make SKU unique or leave blank to auto-generate.

6. Done! 🎉 #

You now have a repeatable process to bulk-import products, saving hours of manual data entry.
Keep this guide handy whenever you onboard new items, seasonal menus, or transfer inventory from another system.
Happy uploading!