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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
Clik Service

Clik Service

Sites & Equipment

Importing Equipment Via CSV
Clik Service

Clik Service

CRM

Importing Contacts Via CSV

Products, Price Lists & Stock

  • Products Module Overview
  • Creating Products [Video]
  • Creating New Products
  • Batch Change Products [Video]
  • Setting Up Product Suppliers
Show more

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