Importing Inventory Products or Services (Parts, Stock, Labour, etc)

Import any Products, Parts, or Services for use on Quotes, Invoices, Purchase Orders & Workflow Forms

Updated over a week ago

To import your Inventory Products: Navigate to Inventory > Products > Import Products


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, we will leave unchanged any existing data. We advise that subsequent imports only contain new data. To update existing data, you will need to update each record individually

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:

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