All Collections
Set-up
How to import services, products, or parts
How to import services, products, or parts
Martin avatar
Written by Martin
Updated over a week ago

We improved this feature

You should now upload data in the new data view. You can access this from the settings options in the side application menu read more

Set-up

  • Tudodesk Back-office

  • Mac or PC

What's this for?

If you have a product list that you want to use in Tudodesk, you can enter it into a product CSV file and then import the CSV file into your Tudodesk back office. You can also batch enter products into our import tool.

What you should know

  1. You can manually batch enter products from the Import tool.

  2. You can create a CSV file and import it using the import tool.

  3. You can import your product lists from other applications such as QuickBooks.

Caution

When you import customers using a CSV file, Tudodesk creates a product record for each SKU in the file. Products with duplicate SKUs are skipped during an import. Only the last record with the duplicated SKU is imported.

How to import your products

  1. From Tudodesk back office, click products in the side menu bar (icon with three boxes stacked.)

  2. Click Create New in the top menu bar.

  3. From the Import CSV tool, select Upload data from a file.

  4. Follow the on-screen instructions to map your CSV columns to the required columns in Tudodesk.

  5. When you completed the import steps, your data will be uploaded. Depending on the size of your file, this may take a few minutes.


1000 row restriction

You can only import product CSV files that are 1000 rows or smaller. To get around this restriction, you can use multiple CSV files to import your customer records.


Importing from product lists from third-party applications

If you import your data from third-party apps, you should map the applications SKU (unique) to Tudodesk. The SKU is helpful if you re-upload your data again to add new products or update existing products. When you upload a product with an SKU, we check if that Id exists and update any existing product record. The SKU prevents you from re-creating products that already exist.

CSV file format

SKU

Unique product code

Name

Name of product or service

Description

Long description

Measure

Items, Ea, Minutes, Hours, Days, Weeks ,Months, Millimetres, Centimetres, Meters, Kilos, Lbs, Inches

Unit sell

Unit selling price

Unit cost

Unit cost

Product group

Product group

Stock count

Stock count level

Low stock warning

Low stock warning level

Account code

Account code (QuickBooks)

Tax exempt

If the product does not attract sales Tax.

Barcode

The product barcode

Related articles

Did this answer your question?