How to Import Items from Excel
In short
On Masters → Items click Import Excel, download the template, fill one row per item (only Item Name is required) and choose the file. The import starts at once; item codes are generated and duplicate names are skipped.
| Where | Masters → Items → Import Excel |
|---|---|
| Steps | 5 |
Step by step
- 1
Open the import
Go to Masters → Items and click Import Excel. The Import Items from Excel dialog opens.
- 2
Download the template
Click Download template to get Items-Import-Template.xlsx with the columns Item Name, Type, UOM, HSN Code, GST Rate, Grade, Standard Rate, Current Stock, Min Stock and Status.
- 3
Fill the sheet
Enter one item per row. Only Item Name is required; Current Stock is recorded as opening stock.
- 4
Upload
Choose the filled .xlsx or .xls file. The upload starts immediately and shows Importing….
- 5
Check the result
Item codes are generated, status is worked out from stock levels, and rows whose name already exists are skipped.
Good to know
- Vendors import the same way from Masters → Vendors → Import Excel (only Vendor Name is required; duplicate names or GSTINs are skipped).
- A BOM can be imported from Excel in the BOM Builder while it is still a draft.
Common questions
Will importing the same sheet twice create duplicates?
No. A row whose item name already exists is skipped, so you can re-import a corrected sheet without doubling the items that went in the first time.
Is Current Stock in the template added to inventory?
Yes. It is recorded as opening stock for the item, and the item's status is worked out from that stock and the minimum stock you entered.
Can I import vendors and BOMs the same way?
Yes. Masters → Vendors has its own Import Excel (duplicate names or GSTINs are skipped), and the BOM Builder can import a BOM from Excel while the BOM is still a draft.
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