Use the import and export templates available in the Product Import/Export page to create and update multiple product records.
From the main menu, go to Inventory > Products > Import/Export. On this page, you will see a tab for each product data set that can be exported and imported using a CSV upload:
Products
Stock on Hand
Serial Numbers
Batch Numbers
Product Suppliers
Inventory Details
Product Attributes
Product Pricing
Supplier Quantity Prices
Alternate Units of Measure
Within each product data set's tab, you can click on the grey Download button to download an empty version of the product data set's CSV template. You will also see the upload space where a populated version of the CSV template will be imported.
🤓 Tip: If a template is not uploaded via the appropriate tab the import will fail. Review the Data Import Checklist and Troubleshooting Import Errors articles to help ensure a successful import.
Export existing product details
Click on the green Export dropdown arrow in the top right corner of the Products' Import/Export page to download a CSV template pre-populated with your existing product's data. These export templates can be edited and uploaded back into the respective tab to then update existing records in bulk. This export function is also a useful tool for obtaining an external copy of your current product data.
🤓Tip: If updating existing products it's best practice to save a copy of the original export as a back-up copy. Once a template is successfully imported to Unleashed the upload cannot be reversed and you will not be able to revert to the previous version.
To export a pre-populated CSV template for your products:
From the main menu, go to Inventory > Products > Import/Export.
In the top right corner of the Import/Export page, click the Export drop-down icon.
From the drop-down menu, select the product data set you want to export into a CSV template.
A pre-populated CSV template will be downloaded to your browser.
Exporting product attributes
Product Attributes can only be exported one Attribute Set at a time. You will therefore be asked to select which Attribute Set should be exported after selecting Product Attributes from the Export menu.
To export Product Attributes:
From the main menu, go to Inventory > Products > Import/Export.
In the top right corner of the Import/Export page, click the Export drop-down icon and select Product Attributes.
In the pop-up window displayed, use the dropdown menu to select one Attribute Set, then click Download.
Import Products
To create products or update product details e.g., Sell Price Tiers, Product Groups, and Notes, in bulk, use the Products template:
From the main menu, go to Inventory > Products > Import/Export.
To import new products select "Download Products Template File". To update existing products select Export > Products.
Fill in and update the downloaded CSV template, see Import Products field definitions.
Save the template in CSV format.
Return to the Products Import/Export > Product tab and import the CSV template via the upload tile.
📌 Note: Only the Import Products template can be used to create new products via upload.
Import Stock On Hand
To import Stock on Hand (SOH) quantities and Average Land Costs (ALC) to new products that have never had SOH before, use the Stock on Hand template. If Serialized Products or Batch Tracking is enabled in your account's configuration settings, the Stock on Hand import will also allow you to assign serial or batch numbers to the new SOH being imported.
From the main menu, go to Inventory > Products > Import/Export.
Go to the Stock on Hand tab and select "Download Stock on Hand Template File".
In the downloaded CSV template, enter new product's SOH, ALC, Serial or Batch Number, see Import Stock On Hand field definitions
Save the template in CSV format.
Return to the Products Import/Export > Stock on Hand tab and import the updated CSV template via the upload tile.
📌 Note: The Import Stock On Hand template cannot be used to change the existing stock on hand quantities for products. The template can only be used to add stock to a product that has never had any stock quantity in Unleashed.
Import Serial and Batch numbers with Stock on Hand
To enable serial or batch tracking for existing products with SOH, use the Import Serial Numbers and Import Serial Numbers templates respectively. The templates are only available when the Serialized Products or Batch Tracking configurations are enabled in your company settings.
📌 Note: Products cannot be both serialized and batch tracked.
Import Serial Numbers
For serialized products, each unit of stock on hand being added must have its unique serial number listed in the Import Stock on Hand template. Ensure all serial numbers for a product are listed together, with the product's code, warehouse, total SOH, and ALC listed only in the first serial's row.
From the main menu, go to Inventory > Products > Import/Export.
Go to the Serial Numbers tab and select "Download Serial Numbers Template File".
In the downloaded CSV template, enter each product being enabled as serialised and list each SOH unit's serial number per warehouse on its own row, see Import Serial Numbers field definitions.
Save the template in CSV format.
Return to the Products Import/Export > Serial Numbers tab and import the CSV file via the upload tile.
📌 Note: Products allocated to open transactions, e.g. Parked Sales Orders and Purchases Orders, cannot be updated to serialized products using the Import Serial Numbers template.
Import Batch Numbers
For batch-tracked products, each batch must be uniquely listed with its own product code, warehouse, and SOH. The ALC for all batches of a product must match.
From the main menu, go to Inventory > Products > Import/Export.
Go to the Batch Numbers tab and select "Download Batch Numbers Template File".
In the downloaded CSV template, enter each product being enabled as batch-tracked and list each batch number per warehouse quantity on its own row, see Import Batch Numbers field definitions.
Save the template in CSV format.
Return to the Products Import/Export > Batch Numbers tab and import the CSV file via the upload tile.
📌 Note: Products allocated to open transactions, e.g. Parked Sales Orders and Purchases Orders, cannot be updated to batch tracked using the Import Batch Numbers template.
Import Product Suppliers
Allocate and manage default Suppliers and Supplier based pricing for your products using the Import Product Suppliers template.
From the main menu, go to Inventory > Products > Import/Export.
To import new product suppliers select the Product Suppliers tab and click "Download Suppliers Products Template File". To update existing product suppliers select Export > Product Suppliers.
In the downloaded CSV template, enter or update product supplier details, see Import Product Suppliers field definitions.
Save the template in CSV format.
Return to the Products Import/Export > Product Suppliers tab and import the updated CSV file via the upload tile.
📌 Note: The Import Product Suppliers template cannot be used to delete suppliers currently saved to a product's record. To remove a supplier from a product record, you must go to the product's Purchase > Suppliers tab, and select Delete in the supplier's action cog icon.
Import Inventory Details
Allocate and manage minimum and maximum stock levels and bin locations per product and warehouse in bulk using the Import Inventory Details template. Per Warehouse Controls must be enabled in your account's configuration settings to use and manage Inventory Details.
From the main menu, go to Inventory > Products > Import/Export.
To import new inventory details select the Inventory Details tab and click "Download Inventory Details Template File". To update existing inventory select Export > Inventory Details.
In the downloaded CSV template, enter or update the min stock level, max stock level, and bin location per product and warehouse, see Import Inventory Details field definitions.
Save the template in CSV format.
Return to the Products Import/Export > Inventory Details tab and import the updated CSV file via the upload tile.
📌 Note: If Per Warehouse Controls are disabled, use the Import Products template to manage global min and max stock levels.
Import Product Attributes
Allocate and update the attributes values saved against your products, per Attribute Set, using the Import Product Attributes templates.
WARNING: Only one Attribute Set can be allocated to a product record. If an Attribute Set is saved or imported for a product, it will replace the previous Attribute Set.
From the main menu, go to Inventory > Products > Import/Export.
To import new product attributes, select the Product Attributes tab, click "Download Product Attributes Template File," and select an Attribute Set. To update existing product attributes, go to Export > Product Attributes and select an Attribute Set.
In the downloaded CSV template, each named attribute of the Attributes Set will be displayed in its own column, see Import Product Attributes field definitions.
Save the template in CSV format.
Return to the Products Import/Export > Product Attributes tab and import the updated CSV file via the upload tile.
The names of an attribute within an Attribute Set cannot be edited or removed using the Import Product Attributes template.
Import Product Pricing
Use the Product Pricing templates to add new or edit existing sales Quantity Prices for products in bulk.
Add new Product Pricing in bulk
Set product sale prices and discounts for specified minimum order quantities and date ranges in bulk using the Import Product Pricing template.
From the main menu, go to Inventory > Products > Import/Export.
Go to the Product Pricing tab and click "Download Product Pricing Template File".
Update the downloaded CSV template, providing the appropriate fixed price or discount per minimum order quantity and date range, see Import Product Pricing field definitions.
Save the template in CSV format.
Return to the Import/Export > Product Pricing tab and import the updated CSV file via the upload tile.
Update existing Product Pricing in bulk
To update the Product Pricing currently set per product in bulk, you will need to remove all Product Pricing before importing the update.
From the main menu, go to Inventory > Products > Import/Export.
Click the Export dropdown and select Product Pricing.
Update the CSV file downloaded, see Import Product Pricing field definitions.
Save the updated export in CSV format.
Return to the Import/Export > Product Pricing tab and click on the red Delete All Product Prices button.
Import the updated CSV file via the upload tile.
WARNING: The Delete All Product Prices button will remove all Quantity Prices set for all products in Unleashed. Ensure that you have exported the existing Product Pricing as a backup copy before deleting all product prices.
Import Supplier Quantity Prices
Use the Supplier Quantity Prices templates to add new or edit existing supplier-specific, purchasing Quantity Prices for products in bulk.
Add new Supplier Quantity Prices in bulk
Set supplier-specific purchase prices and discounts based on minimum order quantities per product in bulk using the Import Supplier Quantity Prices template.
From the main menu, go to Inventory > Products > Import/Export.
To import new pricing, select the Supplier Quantity Prices tab and click "Download Supplier Quantity Prices Template File".
Update the downloaded CSV template, providing the Supplier, minimum order quantity required for the quantity pricing to apply, and the price or discount applicable. See Import Supplier Quantity Prices field definitions.
Save the template in CSV format.
Return to the Import/Export > Supplier Quantity Prices tab and import the updated CSV file via the upload tile.
📌 Note: The Supplier must be saved in the product's Purchase, Suppliers tab before a Supplier Quantity Price can be successfully imported, see Products: Purchase Suppliers.
Update existing Supplier Quantity Prices in bulk
To update supplier specific purchase prices and discounts based on minimum order quantities per product use an exported Supplier Quantity Prices template. The Supplier Quantity Prices export will include an additional columns, including one labelled "Guid". Do not remove data from the Guid column when importing updates to Supplier Quantity Prices.
From the main menu, go to Inventory > Products > Import/Export.
Click on the Export dropdown and select Supplier Quantity Prices.
Update the pre-populated CSV template with the appropriate changes, see Import Supplier Quantity Prices field definitions.
Save the updated export in CSV format.
Return to the Import/Export > Supplier Quantity Prices tab and import the updated CSV file via the upload tile.
📌 Note: The Supplier Quantity Prices template cannot be used to delete existing Supplier Quantity Prices from a product's record. To remove a Supplier Quantity Price from a product you must go to the product's Purchase > Quantity Prices tab and select Delete in the Quantity Price's action cog.
Import Alternate Units of Measure
Using Multiple Units of Measures, add and update each product's various purchasing units of measure in bulk using the Alternate Units of Measure (UOM) templates.
From the main menu, go to Inventory > Products > Import/Export.
To import new alternate UOM, go to the Alternate Units of Measure tab and select "Download Alternate Units of Measure Template File". To update existing alternate UOM select Export > Alternate Units of Measure.
In the downloaded CSV template, enter new or update existing alternate UOMs, see Import Alternate Units of Measure field definitions.
Save the template in CSV format.
Return to the Import/Export > Alternate Units of Measure tab and import the updated CSV file via the upload tile.