Importing and exporting items

Your items (products) can be brought in from a spreadsheet or taken out to one — all from a single page. Open Masters → Item → Import / Export. It has two tabs: Import (bring items in) and Export (take items out). Everything happens right there, and you never have to type your whole catalogue by hand.

Bringing your items in

1. 1

   Choose your file

   On the Import tab, drag your Excel or CSV onto the box, or click to pick it. Just exported it from Busy, Tally, Vyapar, or your own Excel? Upload it as-is — you don't need to rearrange the columns first.

2. 2

   Pick the sheet and header row

   If your file has more than one sheet, choose the right one. Leave First row is a header ticked if the top row has column titles (Item Name, Rate, and so on). Untick it only if your data starts on the very first row.

3. 3

   Let it match your columns

   As soon as the file loads, each of your columns is matched to the right item detail and marked Matched, Likely, or Please check. You only need to look at the ones marked Please check.

4. 4

   Fix anything flagged

   For a highlighted column, pick the correct item detail from the small dropdown next to it. The preview on the left shows a little tag under each column so you can see exactly where it's going.

5. 5

   Choose how to import

   Pick Add new + update existing (adds new items and updates ones you already have) or Add new only (adds new items and leaves existing ones untouched).

6. 6

   Import and read the result

   Press the import button. When it finishes you'll see how many items were added, updated, unchanged, or skipped — with a short reason for anything that needs a look.

We match your columns for you

You don't have to know what each detail is called. Common names are recognised automatically — “Product”, “Part Name”, and “Item” all become the item name; “Rate”, “Sale Price”, and “Selling Price” all become the sale price. It even reads a few sample values to get borderline columns right. If you'd rather set every column yourself, press Advanced mapping to see them all in one list; press Back to simple view to return.

What the columns mean

For a non-GST business, the HSN and Tax Category columns are tucked away by default to keep things simple — press Show GST fields if you want them back. Not sure how your file should look? Use Download template for a ready-made starting sheet with the right column titles and one example row.

Add new, or also update?

• Add new + update existing — the usual choice. New items are added; items you already have are updated, but only for the columns you mapped (blank cells are left alone).
• Add new only — nothing you already have is changed; only brand-new items are added.

Big lists are fine

The preview lets you scroll your whole file smoothly, however many rows it has — press Show all rows to see everything. Long lists are brought in a batch at a time with a progress bar, so a file with thousands of items imports without freezing.

Taking your items out

1. 1

   Open the Export tab

   Switch to the Export tab on the same page.

2. 2

   Choose what to export

   Pick All items for the whole list, or By group to export just one item group.

3. 3

   Choose your columns

   Press Edit columns to add, remove, or reorder the columns that go into the file. Press Save this layout to remember your choice for next time.

4. 4

   Export to Excel

   Press Export to Excel to download the file. The order of the columns in the file matches what you set.

If something looks off

• “We couldn't read that file.” — make sure it's an Excel (.xlsx or .xls) or CSV file, and try again.
• A column shows “Please check”. — pick the right item detail from the dropdown next to it, or leave it as “Don't import this column” if you don't need it.
• “Two columns are mapped to the same field.” — two of your columns point to the same detail. Change one of them so each detail is used once.
• A few rows were skipped. — the result panel lists each one with a plain reason (for example, a missing Item Name). Fix those rows in your sheet and import again — the items that were fine are already saved.
• Nothing to export. — if you chose By group, that group may have no items yet; switch to All items or pick another group.