Note:

Alternatively, you can also add each item individually.

Import an existing item catalogue

  1. On your SumUp profile, select the “Invoices” tab in the left side panel. 

  2. Then hit “Items” to bring up the items screen.

  3. Click the “Import” button to bring up the import items dialogue box. From here you’ll have the option to download a template document to ensure the import goes smoothly.

  4. Once you’ve completed the template, upload it by either clicking “Browse files” and selecting it or dragging and dropping the file in the box.

    Note: There’s an upload limit of 9,999 items at a time. If you want to import more than this, you’ll have to upload in batches.

  5. The dialogue box will update automatically to show how many items have been imported and a preview of the information included. If everything is correct, click the blue “Import” button in the bottom corner.

That’s all there is to it. Your imported items will now be available in your item catalogue and can be selected from the drop-down item menu on the invoice creation screen.

Edit and remove items

You can edit imported items individually by going to the "Items" page, selecting the pencil symbol beside the item you wish to edit, and amending the relevant information.

Items can be deleted individually or in the groups they were uploaded in. So grouping related items when importing can save time later.

  1. While in the Invoices tab, click "Items".

  2. Select "Import".

  3. Hit "Click here to delete imported items".

  4. Select the item group to delete from the drop-down menu.

  5. Click "Confirm".

  1. On the Invoices tab, select "Items".

  2. Click the three dots beside the item you wish to delete.

  3. Select "Delete".

  4. Click "Delete" again to confirm.