To import your Inventory Products: Navigate to Inventory > Products > Import Products
or
To import your Inventory Services: Navigate to Inventory > Services > Import Services.
When the pop-up wizard appears, select Download CSV file. This is an import template which you have to format your data to.
There are instructions within the import template, please follow these carefully.
Once you have formatted your import file select Choose file > Select File and attach the formatted .CSV file of your Products/Services.
Please note for any subsequent bulk imports, existing items will be updated when the value in Product Code matches the code of an item that already exists.
Other Inventory Management Help Articles:
Managing Inventory & Stock Levels: Products & Services (Parts, Stock, etc)
To learn more about how you managing your inventory products or services on the Klipboard web dashboard: