Importing & exporting

Bulk-import your product catalog from a CSV file and export it back out at any time.

Import walkthrough

1

Tap the Options button and select Import products.

2

Upload your CSV or choose manual entry.

3

Map your CSV columns to system fields using the dropdowns.

4

Set notification levels for each product and tap Confirm Import.

5

Review the summary and tap Confirm Import to finalize.

CSV format & column reference

First row must be a header row using the exact column names below (lowercase, underscores).

Column order doesn't matter.

Only name is required. All other columns are optional.

Number fields: no currency symbols, commas, or percent signs — numeric values only.

Boolean fields: true or false (case insensitive).

Encoding must be UTF-8. Maximum 5,000 rows per file.

nameRequiredText

Product name. Max 200 characters.

e.g. R-410A Refrigerant 25lb

descriptionOptionalText

Product description.

e.g. High-purity R-410A in a 25 lb cylinder.

retail_priceOptionalNumber

Selling price (no currency symbol).

e.g. 149.99

supply_priceOptionalNumber

Cost/wholesale price.

e.g. 89.00

tax_rateOptionalNumber

Tax rate as a percentage.

e.g. 8.5

skuOptionalText

Primary SKU code.

e.g. REF-R410A-25LB

barcodeOptionalText

UPC, EAN, GTIN, or custom barcode.

e.g. 012345678901

stock_quantityOptionalInteger

Current units in stock.

e.g. 48

low_stock_levelOptionalInteger

Low stock alert threshold.

e.g. 5

reorder_quantityOptionalInteger

Default qty pre-filled on stock orders.

e.g. 24

track_stockOptionalBoolean

Whether to track stock (true/false).

e.g. true

categoryOptionalText

Category name. Created automatically if it doesn't exist.

e.g. Refrigerants

supplierOptionalText

Supplier name. Must already exist in your account.

e.g. Johnstone Supply

taxableOptionalBoolean

Whether the product is taxable (true/false).

e.g. true

activeOptionalBoolean

Whether the product is active. Defaults to true.

e.g. true

Exporting your catalog

Click the Export button (download icon) in the top-right of the products list to download a CSV of your full catalog. If you have active filters applied, only the filtered products are exported.

The export includes all the same columns as the import (minus product photos). Use it for backups, reporting, or bulk edits — export, update values in a spreadsheet, then re-import. The importer matches on name and updates existing products.

Filtered exports: Apply a category or supplier filter first, then export, to download just that subset. Useful when you need to share a specific vendor's items or bulk-update one category at a time.

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