Using the Import Products template, you can create products and update product details, including default sell and purchase prices, product groups, and last costs in bulk.
🤓 Tips:
Do not remove any columns or cells that are not due to be changed for a product. Blank cells along a product's row in the template will remove any existing data in the product record's matching field upon import.
Save numerical-based field columns, e.g. Barcode and Phone Number in Text or Number formats in the CSV to ensure the full value is imported correctly.
The table below describes each field, displayed per column in the template, included in the fixed template, and how it should be used.
Import Products template field* denotes mandatory fields | Description |
*Product Code | The unique Product Code for the product. Character limit is 100. |
*Product Description | The unique description of the product. Character limit is 500. |
Notes | Free text field for any notes about the product. |
Barcode | A numerical value used to generate a unique barcode for the product's base unit. Character limit is 200. |
Unit of Measure | The Unit of Measure selected for the product's base unit. |
Min Stock Alert Level | The minimum number of units the product should have available across all warehouses or in the default warehouse, see Per Warehouse Controls. |
Max Stock Alert Level | The maximum number of units the product should have available across all warehouses or in the default warehouse, see Per Warehouse Controls. |
Label Template | The product's default Label template from Doc Designer. |
SO Label Template | The product's default Label template from Doc Designer for Sales Orders. |
PO Label Template | The product's default Label template from Doc Designer for Purchase Orders. |
SO Label Quantity | The default number of labels that will print for the product on a Sales Order. You must use one of the following options:
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PO Label Quantity | Select the default number of labels that will print for the product on a Purchase Order. You must use one of the following options:
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Supplier Code | The product's default supplier's unique Supplier Code. The supplier must exist in Unleashed before import, and you must also provide their Supplier Name. |
Supplier Name | The product's default supplier's unique Supplier Name. The supplier must exist in Unleashed before import, and you must also provide their Supplier Code. |
Supplier Product Code | The default supplier's unique code for the product. |
Default Purchase Price | The product's default purchase price, up to 4 decimal places. |
Minimum Order Quantity | The minimum number of base units that must be ordered on a Purchase Order. |
Minimum Sale Quantity | The minimum number of base units that must be ordered on a Sales Order. |
Default Sell Price | The product's default sale price, up to 4 decimal places. |
Minimum Sell Price | The lowest sale price allowed for the product, based on the Customer's currency. |
Sell Price Tier 1-10 | The sale price of the product per sell price tier. Do not replace the Sell Price Tier column headers with your custom Sell Price Tier names. |
Pack Size | The number of base units that will fulfill a pack. |
Weight | The total weight of one base unit of the product, in either kilograms (kg) or pounds (lb), see Company Measurement Units. |
Width | The total width of one base unit of the product, in either meters (m) or feet (ft), see Company Measurement Units. |
Height | The total height of one base unit of the product, in either meters (m) or feet (ft), see Company Measurement Units. |
Depth | The total depth of one base unit of the product, in either meters (m) or feet (ft), see Company Measurement Units. |
Reminder | Free text that will be displayed when adding the product to a Sales Quote or Sales Order. |
Last Cost | A numerical value describing the latest receipted or assembled cost of one base unit of the product. The Last Cost set by the import template will be overwritten when the product's next receipted or assembled. |
Nominal Cost | A numerical value describing the advisory cost of one base unit of the product when added to a Sales Quote. |
Comments | Free text for comments about the product that can be used in conjunction with "Copy Comments for Sales" and "Copy Comments for Purchases" to include the product's comments on sales and purchase orders. |
Copy Comments for Sales | TRUE or FALSE |
Copy Comments for Purchases | TRUE or FALSE |
Never Diminishing | YES or NO value, see Never Diminishing Products (NDP). |
Product Group | Assign the product to a Product Group. If the Product Group doesn't already exist, it will be created upon import. Product Group names must not include commas. If left blank, no changes will be made to the product's Product Group. |
Product Sub Group | Assign the product to a Product Sub Group. The product must also have a Product Group assigned. If the Product Sub Group doesn't already exist, it will be created upon import under the assigned Product Group. Product Sub Group names must not include commas. If left blank, no changes will be made to product's Product Sub Group. |
Product Brand | Assign the product to a Product Brand. If the Product Brand doesn't already exist, it will be created upon import. Product Brand names must not include commas. If left blank, no changes will be made to Product Brand. |
Sales Account | If integrated with Access Financials or Xero, the default Sales Account the product will export to when sold. If left blank the accounting integration's default Sales acco,unt will apply. |
COGS Account | If integrated with Access Financials, QuickBooks, or Xero, the default Cost of Goods Sold (COGS) Account the product's outgoing journals will export to. |
Purchase Account | If integrated with Access Financials, QuickBooks, or Xero, the default Purchase Account NDP's will export to when purchased. |
Purchase Tax Type | The default tax that applies when the product is added to a Purchase Order. Use the Tax Code provided on the Taxes page. |
Purchase Tax Rate | The tax rate to be used when purchasing the product, overrides the supplier and default tax rates set. The purchase tax must be entered as a numeric value, e.g., 5% is entered as 0.05. |
Sales Tax Type | The default tax that applies when the product is added to a Sales Order. Use the Tax Code provided in the Taxes page. |
Sale Tax Rate | The tax rate to be used for selling the product, overrides the customer and default tax rates set. The sales tax must be entered as a numeric value, e.g., 5% is entered as 0.05. |
IsAssembledProduct | YES or NO value. If the product is expected to be built with components from your inventory, use YES. |
IsComponent | YES or NO value. If the product is expected to be used to build other products in your inventory, use YES. |
IsObsoleted | YES or NO value. |
Is Sellable | YES or NO value. For products that can be included on Sales Orders and Quotes, use YES. |
Is Purchasable | YES or NO value. For products that can be included on Purchase Orders use YES. |
Default Purchasing Unit of Measure | The unit of measure to use as the default for Purchasing. The unit of measure must be set as an alternative unit of measure in the product before import. |
Is Serialized | YES or NO value.
Only available if Serialized Products is enabled in Company settings. |
Is Batch Tracked | YES or NO value. If YES, the following columns must be NO:
Only available if Batch Tracking is enabled in Company settings. |
Commerce Code | A 6-14 digit code that Customs authorities use to identify goods that are sent/received internationally. Also known as "Commodity Code", "Harmonized Code", "HS Code" or "Tariff Code". |
Customs Description | A simplified description of the product to appear on a commercial invoice. |
Country Of Origin | The name of the country where the product was manufactured, the character limit is 100. |
Supplementary Unit | Supplementary units are used for customs purposes for goods when a more appropriate measure is required. |