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Importing Products Via CSV
This article will show you how to import multiple products into Clik Service at once.
Creating CSV Templates
Firstly, click on Tools > CSV Import > Products.
Select Create CSV Template > Standard Product Template With Example User Definable Fields.
Name the file and save it to your computer.
Next, open your CSV in Excel and fill in the column fields you require.
Once completed, save and close the CSV file.
Importing Products Into Clik Service
To import the CSV, re-open Clik Service and go to Tools > CSV Import > Products.
Then click on ‘Import‘.
Make sure ‘Don’t Import Duplicate Records‘ is selected for the ‘Duplicate Record‘ option.
Click ‘Ok‘ and select your products CSV file.
After the import is complete, save the products to the database by clicking ‘Save‘.
See the below table to see the details on what type of information and format is expected when importing products:
Field |
Expected Input |
Notes |
| Default Supplier | Text | The company name of the Default Supplier as it is in Clik Service |
| Default Supplier Base Price | Number | |
| Default Supplier Discount | Number | Number as a percentage, you will need to have a value entered into Default Supplier Base Price and Default Supplier. |
| Default Supplier Currency | Text | Three character currency code as seen in Settings > Currency & Exchange Rates, for example: GBP, EUR, USD. If no value given it will default to the default currency. |
| Default Supplier Part Ref | Text | |
| Location | Text | |
| Location ReOrder Qty | Whole Number | |
| Location ReOrder Level | Whole Number | |
| Location BINRef | Text | |
| Category | Text | |
| Product Code | Text | |
| Description | Text | |
| Type | Text | |
| Manufacturers Ref | Text | |
| Weight | Number | |
| Weight Unit | Text | g, kg, lb oz, ton, tonne. |
| Tax Code | Number | The format of your tax code will depend on what Accounting Software you use. |
| Base Price | Number | |
| Markup | Number | Number as a percentage. Enter only Markup OR Sell Price. |
| Unit of Sale | Text | |
| Sell Price | Number | Enter only Markup OR Sell Price. |
| Currency (ISO 4217) | Text | Three character currency code as seen in Settings > Currency & Exchange Rates, for example: GBP, EUR, USD. If no value given it will default to the default currency. |
| Sales Nominal Code | Text | |
| Purchase Nominal Code | Text | |
| Notes | Text | |
| Stock Level | Number | |
| (User Field) Example One | Replace ‘Example One’ with the name of your User Defined Field, keep the preceding ‘(User Field)’ text. The expected input format will be dictated by the format used by the User Defined Field. | |
| (User Field) Example Two | ||
| (User Field) Example Three |
