Import & Export

Bulk import products from CSV or XLSX, paste from Excel, export the current grid view, and manage Price Group prices via CSV.

Overview

The Import / Export menu on the Products page lets you bring in or update large numbers of products at once, and export the current grid view.

Price Group prices have their own separate Import / Export menu on the Pricing tab.

Products Export

Export Current View (CSV)

Import / Export → Export Current View (CSV) exports exactly what is visible in the grid at the time you click — including any active filters, search terms, and sort order.

Only currently visible columns are included. Use the Columns button to show or hide columns before exporting.
The Actions column is always excluded from the export.

Products Import

How import works

Product import uses a three-step flow:

Step	What happens
1. Preview	Parse your file or pasted data and show a table of rows to be created or updated. Validation issues appear as banners before you confirm.
2. Confirm	Review the parsed rows and click Import to submit.
3. Result	See a success/error summary. Row-level errors are listed inline. Successful rows are not rolled back if others fail.

Rows are matched by SKU — if a SKU already exists in your workspace, that product is updated (upsert). New SKUs create a new product.

Input methods

Upload CSV / XLSX

Click Import / Export → Upload CSV / XLSX.
Select a .csv, .tsv, .txt, or .xlsx file.
The file is parsed and shown in the Preview step before anything is saved.

Paste from Excel

Click Import / Export → Paste from Excel.
Paste rows copied directly from a spreadsheet.
Both comma-separated and tab-separated input are accepted.

Download Template

Import / Export → Download Template gives you a CSV file pre-filled with the correct column headers and one example row using your existing Tax Codes and Categories.

Column specification

#	Column	Required	Notes
1	sku	Yes	Your internal product code. Used to match existing products (upsert).
2	productName	Yes	Product display name.
3	defaultPrice	Yes	Base `EACH` price (ex-tax). Must be a valid number ≥ 0.
4	taxCodeName	No	Must match an active Tax Code name in your workspace.
5	categoryName	No	Must match an active Category name in your workspace.
6	stockQty	No	Stock on hand. Negative values are allowed.
7	outOfStockMode	No	`manual` or `rule`. Defaults to `manual` if blank.
8	isActive	No	`true` or `false`. Defaults to `true` if blank.
9	isOutOfStock	No	`true` or `false`. Defaults to `false` if blank.
10	allowZeroPrice	No	`true` or `false`. Defaults to `false` if blank. A price of `0` is only valid when this is `true`.

If your file has no header row, positional layout is used. Files with no header must have between 3 and 10 columns. Any other column count is rejected.

File limits

Limit	Value
Maximum file size	3 MB
Maximum rows	1,000
Warning threshold (rows)	801–1,000 rows — import proceeds with a warning
Warning threshold (size)	2.5 MB–3 MB — import proceeds with a warning

Files exceeding the hard limits cannot be confirmed. Split the file and import in batches.

Validation rules

Field	Rule
sku	Required.
productName	Required.
defaultPrice	Required. Must be a valid number. Cannot be negative. Can be `0` only when `allowZeroPrice` is `true`.
taxCodeName	Must match an active Tax Code name in your workspace. Name must be unique (not ambiguous).
categoryName	Must match an active Category name in your workspace. Name must be unique (not ambiguous).
outOfStockMode	Must be `manual` or `rule` if provided.
isActive / isOutOfStock / allowZeroPrice	Must be `true` or `false` if provided.
stockQty	Must be a valid number if provided.

Import error reference

Error	Meaning
`SKU is required.`	The sku column is blank for this row.
`Product name is required.`	The productName column is blank for this row.
`Default price is required.`	The defaultPrice column is blank for this row.
`Default price must be a valid number.`	The defaultPrice value cannot be parsed as a number.
`Default price cannot be negative.`	The defaultPrice value is below zero.
`Default price can be 0 only when AllowZeroPrice is true.`	Price is 0 but AllowZeroPrice is not enabled for this row.
`IsActive must be true or false.`	The isActive value is not a recognised boolean.
`IsOutOfStock must be true or false.`	The isOutOfStock value is not a recognised boolean.
`AllowZeroPrice must be true or false.`	The allowZeroPrice value is not a recognised boolean.
`OutOfStockMode must be manual or rule.`	The outOfStockMode value is not supported.
`Stock Qty must be a valid number.`	The stockQty value cannot be parsed as a number.
`Category name was not found or is inactive in this workspace.`	The categoryName does not match any active Category.
`Category name matches more than one category in this workspace.`	Two or more active Categories share the same name — resolve the conflict first.
`Tax Code name was not found or is inactive in this workspace.`	The taxCodeName does not match any active Tax Code.
`Tax Code name matches more than one code in this workspace.`	Two or more active Tax Codes share the same name — resolve the conflict first.
`SKU appears more than once in this import file.`	The same SKU appears in multiple rows within the file being imported.
`SKU already exists in this workspace.`	A product with this SKU already exists and the import attempted to create (not update) it.
`The import header contains duplicate columns.`	Two or more columns in the header row share the same name.
`The import header is missing required columns.`	A required column (sku, productName, or defaultPrice) is absent from the header.
`This row does not match the supported product import layout.`	The row has an unexpected number of columns for the detected layout.
`Do not mix incompatible product import layouts in the same file.`	Rows in the file use different column counts that cannot be resolved to a single layout.

For importing and exporting Price Group prices, see Price Group Import & Export.