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CSV Import

Bulk-load your product catalog or customer list from a CSV file. Files are validated first, then you review and confirm before anything is imported.

How It Works​

  1. Go to Import in the sidebar
  2. Choose Import products or Import customers
  3. Download the CSV template or prepare your own file
  4. Upload the CSV file
  5. Review the validation results and preview
  6. Confirm the import

CSV Format — Products​

Required column: name

Supported columns: sku, description, unit, price, currency, tax rate (%), status

Example:

name,sku,price,unit,tax_rate_percent,status
Premium Widget,WB-001,250.00,unit,19,active
Installation Service,SVC-101,300.00,service,0,active

CSV Format — Customers​

Required column: company_name

Supported columns: contact_name, email, phone, address, tax_id, website, notes

Import Rules​

  • Max 2000 rows, max 2 MB per file
  • First row must be a header row
  • Only valid rows are imported
  • Rows with errors are listed with error messages
  • Duplicate SKUs are skipped (configurable)