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Importing products and services

  • Updated

IMPORTING PRODUCTS AND SERVICES

Using a CSV file to import your products and services is a fast way to get your products and services into Business Finance Assistant.

  • Your file should be formatted as a table and must include a header that defines the fields
  • Import files must be in CSV (Comma-Separated Values) format
  • Some headers are mandatory; if you import a Company then you must have 'Company Name',if you import individuals then you must have 'Last Name'

 

  1. MAKING A CSV FILE BUSINESS FINANCE ASSISTANT CAN UNDERSTAND

Attached to this article is an example template for importing into Business Finance Assistant.  Using a program like Microsoft Excel, Apple Numbers, Google Sheets, or OpenOffice Calc, build a spreadsheet that matches the template below.

Any data that doesn't fit this import template cannot be imported into Business Finance Assistant.

The template attached to this article (template-import-productsservices.csv) shows an example of how to import products and services into Business Finance Assistant.

Please note: the import file also contains some useful information at the bottom of the file. Before importing your records, please remove all lines after your last row of customer data to get rid of this information. If the lines are not removed before import, Business Finance Assistant will produce an error message and won't let you import your file.

After building your spreadsheet, ensure you save it as a CSV format as shown below.

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  1. DESCRIPTION OF COLUMNS WITHIN THE TEMPLATE

Item Name:

 The Name for your item (Required).

Item Number:

 The Product Code for your item. If you don’t enter one it will be generated automatically.

Type:

 Item Type. (MUST BE Product or Service) (Required).

Description:

 Description of the item.

Family:

 Family of the item (MUST already exist in Business Finance Assistant).

Unit:

 Unit of measure for the item (MUST already exist in Business Finance Assistant).

Sales Tax Code

 The VAT code (collected) that is to be set as default in your product (MUST already exist in Business Finance Assistant)

Sales Price:

 Sales price of the item (format currency, without currency symbol, 2 digits).

Purchase Tax Code

 The VAT code (deductible) that is to be set as default in your product (MUST already exist in Business Finance Assistant)

Purchase Price:

 Purchase price of the item (format currency, without currency symbol, 2 digits)

BOLD indicates required information 

 

  1. IMPORTING YOUR CSV FILE INTO BUSINESS FINANCE ASSISTANT

Within the 'Products and Services' section of Business Finance Assistant, select the [︙] button and select 'Import Products and Services'.

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After the import is successful you will see them in the list of product and services within the Business Finance Assistant. 

 

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