Import and export products

Use a file when you have more products than you want to type, or when you want to edit prices and names in a spreadsheet and bring them back.

Before you start

• You need the right Edit products.
• Coming from another program with customers, suppliers and balances as well? The guided import brings everything in one go: see Bring your data.

Steps: export your products

1. Open Inventory → Import & export.
2. Select Export every product (CSV). Kluvan downloads one file with 21 columns, in UTF-8, which opens in Excel.

Steps: import a file

1. Prepare a CSV or an Excel file (.xlsx). The first line names the columns, for example name, price, barcode.
2. Open Inventory → Import & export.
3. In File, choose your file.
4. Select Import.
5. Check Columns recognised to see which columns Kluvan understood.
6. If Kluvan asks you to confirm, select Confirm, or No, leave it to stop.
7. Read the result: Done: with the number of products added, updated and skipped, and any Errors by line.

Good to know

• Each line is matched to an existing product by its id, then its barcode, then its name. A match is updated; anything else is added.
• An empty cell keeps the product's current value, so a file with only barcode and price changes prices and nothing else.
• The export file imports back as it is: export, change the prices in Excel, save, and import.
• If you upload a full backup by mistake, Kluvan asks whether to take only its products.
• The guided import in Bring your data adds a dry run and a 30-day undo; it takes files up to 20 MB or 50,000 rows and refuses .xls and .ods.
• After an import, check Print product labels for products that came without a barcode.