Open the CSV template
Once you download the CSV import template, open it in a programme capable of editing CSV files, such as Microsoft Excel or Google Sheets.
CSV refers to a file type for collecting and formatting data. They can be edited by importing them to Microsoft Excel or on Google Sheets.
Fill out the import template
Item details can be added in the columns of the CSV file. Fields in bold are required. The CSV file is in English, but you can complete most fields in any language.
Item name - your item's name e.g. shirt
Variations - name and create simple item variants e.g. small, medium, large
Option set 1, 2, 3, 4 - name and create more complex variant categories with multidimensional variants e.g. size, colour, material
Option 1, 2, 3, 4 - if creating multidimensional variants, enter the specific variant options. These will combine automatically to show the fully array of options e.g. (size) small, medium, large; (colour) red, blue, green; (material) cotton, corduroy, denim
Is variation visible (Yes/No) - for multidimensional variants created with option sets, show variants by typing "Yes" or hide them with "No"
When creating variants, add them one row below the original item row.
Price - the current price of your item or variant
Tax rate (%) - the tax rate applicable to this item or variant
If you're using item variants, only enter the above information in the row corresponding the variants and leave the item row blank.
Track inventory? - track item or variant stock levels by typing "Yes" or choose not to with "No"
Quantity - the quantity of an item or variant initially in stock. This field is required if inventory tracking is enabled
SKU - a unique stock keeping number for tracking individual items or variants
If you're using item variants, only enter the above information in the row corresponding the variants and leave the item row blank.
Description - a description of the item for use with Invoices
Category - the name of the item category your item should be saved in
Display colour in POS checkout - colour code how items appear at checkout. Choose from the following options, writing the name in English as follows:
Image 1, 2, 3, 4, 5, 6, 7 - add up to 7 images by including a URL for each image
If you're using item variants, only enter the above information in the row corresponding the variants and leave the item row blank
Once you’ve made your edits, be sure to save the file in CSV format via Microsoft Excel or Google Sheets.
Once you complete the template, you can import your items with SumUp.