Which plans include this feature?
Where can I find this feature using the top menu?
Inventory > Products > Import
What more do I need to use this feature?
Admin permission to manage Inventory.
Which Checkfront version supports this feature - classic, new or both?
- Your account must have access to products (Inventory > Products), a key feature of our new version of Checkfront. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products.
Product import overviewBack to top
If you have many inventory products and need to enter them in bulk into your system, you can import a CSV file directly into your Checkfront account.
This spreadsheet is similar to those you may have used for accounting purposes. For example, you can create a CSV file using Microsoft Excel on Windows or Numbers on a Mac.
Preparing your spreadsheet for importBack to top
Preparing your data for import is easy. You don't need to worry about your information importing into the wrong database fields, as there is a built-in mapping feature which we look at in the next article.
Working with the templateBack to top
It's recommended to download the template we offer to make this process as simple as possible!
Find the template in the Product Import area (Inventory > Products > Import) and click on Download Template.
Save the CSV file to your device, open it, and fill out the provided columns with your product details.
Working with custom spreadsheetsBack to top
If setting up your spreadsheet manually, create a column for each field of data that needs to be entered in the Checkfront database. Label these columns, for example, Product Name, SKU, and Product Price.
You can label the columns however you wish, just make sure it's clear to you what each column of data contains, as you need to know this during the mapping process.
Here's an example of a final template or spreadsheet when ready for import.
In the next article, we look at how to upload and map your products for importing.