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How to import products from an XLS or CSV file
You can import products or services, and it's possible to select different columns with the desired data.
- Name*
- Category*
- Price*
- Price with tax*
- Reference*
- Summary
- Type (product or service)*
- Unit of measure*
- Stock inventory
- Tax amount
- Stock
- Minimum Stock
- Has stock (Integer - 0 or 1) - 1 yes, 0 no
- Exemption reason
- Supplier - code
- Supplier - VAT number (NIF)
- Supplier - Cost price (without VAT)
- Supplier - Internal reference
- Price tables - name
- Price tables - value (without VAT)
- Tax - name*
- Tax - percentage*
- Tax - exemption reason*
- Warehouse - code
- Warehouse - name
- Warehouse - minimum stock
- Warehouse - stock
- Variants - within these, you can import the warehouse and the corresponding stock, provided they have been created previously so they can be imported.
- Variants - price tables - name
- Variants - price tables - value
Fields marked with * are mandatory.
Important note:
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The last three points focus on taxes. In the tax - name field, if the tax was previously created in Moloni ON, you should enter the same name in the column to avoid creating a duplicate tax.
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If you enter a single column with the tax - percentage, having an associated name will create a new tax which, after you complete the import, must be accepted to make the products visible.
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When importing the warehouse, the import is guided by the warehouse code, which may already be created in Moloni ON. In the absence of the code, it will be guided by the warehouse name.
Follow the steps:
1. In the Client Area, in the top left corner, access the Tools menu and click on Imports.
2. By default, the Import tab is selected. Drag the desired file to the imports area, located in the centre of the page.
3. The Moloni ON will notify you when the file is ready via notifications. Click on the 3-dot menu and select the Sheets option.
4. Start organising: under Import type, select Products.
5. In the Header line, select the row corresponding to the file header and click the Apply button.
Tip: If your file has column names in the first row, you may need to see them during organization, but not import them as data. To prevent that row from being imported, in the Header line field, enter 1 and click the Apply button.
6. If you wish to update existing information, enable the Update in case of conflict option.
Tip: This option is used to update the products already in your company with the new information from the file. If your table includes new items and others that only need a price change, you should enable this option. Otherwise, the prices of existing products will not be changed, and the previous information will be kept.
7. In each column, under the Type field, select the desired option.
8. You can add new columns by clicking the Create column button.
In the Fixed value field, you can enter a value, for example, 100. Under Type, select the desired option and click the Create button.
9. You can also remove columns you do not wish to import using the Delete button.
10. Once the information is organised, click the Start import button to import the products.
11. After the import, click on the View imported button.
12. Select all imported products and click on Bulk edit. This feature allows you to update multiple pieces of data simultaneously.
13. Enable the checkbox for the Visible option.
14. Activate the Visible option so that the products appear in the listing.
15. To update other data simultaneously (e.g., Category), enable the respective checkboxes to the left of each field and fill in the desired information.
16. Confirm and click Save.
Import complete! Your products are updated and ready to be used in your documents.