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Import Items

Hannah
Updated

Easily upload multiple items to save time and reduce manual entry

Importing items allows you to bulk upload your product list using a CSV file. This is perfect when setting up your inventory for the first time or migrating from another system. Instead of adding items one by one, you can upload hundreds at once with just a few clicks.

 

How to Import Items

Step 1: Navigate to Items ->Importto start the process.

Step 2: Click Import at the top of the page to initiate your upload process.

Step 3: Download the Sample File

Click Download Sample File to get a pre-formatted template. This file ensures your data is structured correctly for import.

💡Tip: Keep a copy of the sample file as a reusable template to avoid formatting errors in future imports.

Step 4: Fill Out the Template

Open the downloaded file and input your item data. The following fields are required:

Item Name Item Type Description Sales Account Name Sales Price Unit of Measurement Tax Policy Name

📌 Missing required fields may result in import errors.

Step 5: Once completed, save the file on your computer in the correct format (e.g., .xlsx or .csv).

Step 6: Drag and drop the file into the uploader box on the Import page, or click Browse to select the file from your device.

Step 7: Map Fields and Review Data

Fynlo will prompt you to map the columns in your file to system fields.
Ensure that all mandatory fields are matched properly to avoid data issues.

Step 8: Click the Save button to process your data upload.

Step 9: Confirm and Fix Errors (If Any)

If any errors are found:

  • A toggle will appear to view the error list

  • Click Edit to correct issues. Error messages will display below the details

  • After fixing, click Save again to revalidate your data

🟥 Warning: You must resolve all errors before proceeding with the import.

Step 10: Once the data is validated, click the Confirm button.

Wait for a success message indicating the data has been imported successfully.

Step 11: Review Your Uploaded Data
Navigate back to the Items page to view the newly imported record(s). 

✅ Your data is now in the system and ready for use.

 

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