Import file specifications
Importing product information
Description of the import file and example file
You can import the product register into the program using a csv file in the File Import - Products view.
Import file specifications
Instructions section contains instructions for importing and the description of the import file HSI_product_registry_specifications_EXT and an example file HSI_product_import_CSV_example, which can also be found at the end of this guide.
The CSV file contains product information separated by semicolons. The first row contains the names of the columns. The order of the columns does not matter.
A new product is created for each row in the file. If there is already a product in the register with the same code, this row in the file will be skipped. If the Update product option is selected, the existing product will be updated.
The mandatory information in the file includes:
- Product_code
- Product_name
- Unit
- Price
- one of the three VAT information that must match the VAT data established in the registry:
- VAT_code
- VAT_percent
- VAT_name
Detailed instructions can be found in the import file description HSI_product_registry_specifications_EXT.
Importing Product Information
Importing is done in the File Import section, where you can select or drag a file, choose the encoding, and whether to update an existing product during the import.
When you click Select file, the program displays the file name and its contents. In the top right corner, a notification about the file validation appears.
The red notification informs about any incorrect data and the columns in question are highlighted. You can delete the incorrect file with the trash bin button, after which you can import the corrected file.
When the information is correct, after pressing the Send-button, the program will notify that the file has been successfully submitted to the import process.
After this, the imported products will be visible in the Products - All products view.
Import file description and example file