Introduction
This guide explains how to use Bukku’s batch import feature to quickly migrate your Products & Services in bulk, instead of adding each product or service manually, using the provided Excel template. It’s recommended to complete this import before recording any transactions.
If you’re new to setting up Products & Services, we recommend reading the Creating Products & Services article first. It explains in detail what each field means and how products/services work in Bukku. Once you’re familiar, you can use this batch import to speed up setup.
Steps to Batch Import Your Products & Services
1. Download the Bukku Excel Template
Go to Products & Services.
Click the ⋯ (3 dots) next to + New and select Import.
On the Import screen, you’ll see Template File to download.
2. Review the Instructions in the Template
Open the downloaded template and read the instructions provided within the file. This will help you understand the required format and data for each column before entering your products & services.
Notes:
Avoid removing the header lines in the template file.
Please do not rearrange the order of the columns.
You may upload up to 1,000 products in a single file, split into multiple files if you are importing more.
Product record will be updated if the product name already exists in the system.
3. Understand Each Column and Update the File
Update the file with your desired list of products and services. The template includes sample rows with 2 examples to help you understand how to fill it in.
Here’s what each column means:
Only columns marked with * are required.
Basic Information
Name (1)*: Product/service name, must be unique. If the same name exists, the record will be updated.
Update Name (2): Use only if you need to rename an existing product/service.
SKU / Code (3): Unique Stock Keeping Unit. Leave blank if not used.
Barcode: Optional. Scannable code for quick entry.
Location & Categorisation
Bin Location: Where the item is stored in your warehouse (rack/shelf/bin).
Groups (4): Existing product groups to assign, separated by commas.
Classification Code (5): Required for LHDN e-Invoicing. Enter the appropriate classification code.
Inventory Tracking
Track Inventory (6)*: Enter ‘Yes’ to track stock quantity, value, and cost automatically. Enter ‘No’ if the item is non-tracked (e.g. services or non-stock items).
Inventory A/C Code (7): Use system account code; leave blank for default.
Low Stock Level: Quantity to trigger low stock alert.
Sale Information
I’m Selling (8)*: Enter 'Yes' if the item can be sold in sales transactions. Enter 'No' if the item is not for sale.
Sale Price (9)+: Default selling price (when “I’m Selling” = Yes). Leave blank to enter manually.
Income A/C Code (7): System account code for sales.
Sale Tax Code (10): Default sales tax code.
Description: Default sales description, if any.
Purchase Information
I’m Buying (8)*: Enter 'Yes' if the item can be bought in purchase transactions. Enter 'No' if the item is not for purchase.
Purchase Price (9)+: Default purchase price (when “I’m Buying” = Yes). Leave blank to enter manually.
Expense A/C Code (7): System account code for purchases.
Purchase Tax Code (10): Default purchase tax code.
Description: Default purchase description, if any.
Note: At least one of 'I'm Selling' or 'I'm Buying' MUST BE set to 'Yes', otherwise the line will be skipped. Set to 'No' if not applicable. For inventory tracked products, both must be 'Yes'.
Unit of Measurements & Other Information
Base Unit (11): Main selling/purchasing unit (e.g., unit, pc, box). Defaults to “unit” if blank.
Remarks: Add additional notes or internal information about the product or service, if any.
4. Upload and Save
Upload the Excel file, click View to preview, then click Import to save.
Understanding Import Messages
Products & Services records appear under 'Added'
The system detected a new product name in the uploaded Excel file and automatically created the product using the provided data.
Products & Services records appear under 'Updated'
The system found the same product name in Bukku as in the uploaded Excel file and updated the product with the Excel data.
Products & Services records appear under 'Ignored'
A record may be ignored for the following reasons:
Required fields missing – If any required field (e.g. Name, Track Inventory, I’m Selling, I’m Buying) is empty, the line will be ignored.
Duplicate product name in Excel – Two or more rows in the Excel file use the same Name.
Duplicate SKU in Excel – Two or more rows in the Excel file use the same SKU.
Duplicate SKU with existing product – The SKU in the Excel file is already assigned to a different product in Bukku. For example:
An existing product in Bukku already uses the same SKU.
A new product in Excel is entered with a SKU that duplicates an existing product’s SKU.
I'm Selling and I’m Buying both set to ‘No’ – The item is neither sold nor purchased.
Inventory tracking conflict – Track Inventory is set to ‘Yes’, but either I’m Selling or I’m Buying is set to ‘No’.
Invalid account setup – Track Inventory is set to ‘Yes’, but the Inventory Account and Expense Account use the same A/C Code. These must be different.
Attempt to disable inventory tracking – The product already has inventory ledger entries in Bukku, but the Excel file sets Track Inventory to ‘No’. For example:
Track Inventory is already enabled in Bukku.
The Excel file attempts to change it to “No”.
Frequently Asked Questions (FAQ)
How many products can I import at once?
You can import up to 1,000 products in a single file. If you have more, split them into multiple files.
What happens if I leave the Sale Price or Purchase Price blank?
The system won’t set a default price. You can enter the price manually when recording sales or purchases.Do I need to fill in SKU and Barcode?
No, both are optional. However, SKU must be unique if used. Duplicate SKUs will cause the line to be ignored.Why is my product skipped during import?
Records may be ignored if:Required fields are empty (e.g. Name, Track Inventory, I’m Selling, I’m Buying).
Both I’m Selling and I’m Buying are set to “No”.
SKU or Name duplicates another record.
Can I import product groups in the Excel file?
You can assign products to groups in the file, but the groups must already exist in Bukku before importing.Can I disable inventory tracking via import?
No. If the product already has inventory ledger entries, you cannot change Track Inventory from “Yes” to “No”.What format should I use for account and tax codes?
Use only valid system account codes and tax codes. Invalid codes will be ignored.Can I use the template for services too?
Yes. Services can be imported the same way — just set Track Inventory = No.Can I update existing products using import?
Yes. If the product Name already exists, the system will update the product with the new Excel data. To rename an item, use the Update Name column.How can I batch update multiple products or services at once?
There are two ways:
Method 1: Use the batch update table directly in Bukku at Products & Services > Click on the (...) besides +New > Batch Update.
Method 2: Export your Products & Services list at Control Panel > Backup Data > Products & Services, edit the file, then re-import it into the Products & Services module.
If a product Name already exists, the system will update it with the new Excel data. If you want to rename a product, use the Update Name column in the template.
