{"id":8179,"date":"2023-09-11T12:26:11","date_gmt":"2023-09-11T12:26:11","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d8%b3%d8%aa%d9%8a%d8%b1%d8%a7%d8%af-%d8%a7%d9%84%d9%85%d9%86%d8%aa%d8%ac%d8%a7%d8%aa-%d8%a8%d8%a7%d9%84%d8%a5%d9%83%d8%b3%d9%8a%d9%84\/"},"modified":"2025-12-24T08:14:44","modified_gmt":"2025-12-24T08:14:44","slug":"importing-products-through-excel","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/importing-products-through-excel\/","title":{"rendered":"Importing Products through Excel"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741518980912{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">The process of adding products and services that you offer on the system can be done individually for each product or by uploading all products or services to the system in the form of an Excel file. In this article, we will review the method of preparing the Excel file and how to import products from it to the system in moments.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;Presenting the Proper Excel File for Uploading the Products&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699356578397{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1741519003857{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Make sure the Excel file is prepared with all the data of the products or services you want to upload to the system , such as the product name, description, product code, barcode, and other data.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4738\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/5-9.png\" alt=\"\" width=\"1605\" height=\"204\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/5-9.png 1605w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/5-9-300x38.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/5-9-1024x130.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/5-9-768x98.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/5-9-1536x195.png 1536w\" sizes=\"auto, (max-width: 1605px) 100vw, 1605px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Note:<\/b><span style=\"font-weight: 400;\"> If the value in the &#8216;Type&#8217; field is 1, it means it is a product, and if the value is 2, it means it is a service.<\/span><\/li>\n<\/ul>\n<\/blockquote>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Note: <\/b><span style=\"font-weight: 400;\">If the value in the &#8216;Track Stock&#8217; field is 1, it means stock tracking is enabled, and if the value is 0, it means stock tracking is not enabled.<\/span><\/li>\n<\/ul>\n<\/blockquote>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"5c099104-7d6a-430f-a896-edf855451056\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p data-start=\"0\" data-end=\"88\" data-is-last-node=\"\" data-is-only-node=\"\">You can import various tracking types, such as expiry dates, serial numbers, and lot numbers.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<span style=\"font-weight: 400;\">For more details on interpreting the Excel sheet data<\/span> <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/importing-a-products-file\/\">refer to this guide<\/a>.[\/vc_message][vc_custom_heading text=&#8221;How to import the Items through an Excel File&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699356923021{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1766564070416{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Products &amp; Services&#8221;<\/b><span style=\"font-weight: 400;\"> under <\/span><b>&#8220;Inventory&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, and then click on the <\/span><b>&#8220;Import&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42881 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Import-Products.png\" alt=\"\" width=\"1536\" height=\"593\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Import-Products.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Import-Products-300x116.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Import-Products-1024x395.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Import-Products-768x297.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Choose the <\/span><b>&#8220;Comma Separated&#8221;<\/b><span style=\"font-weight: 400;\"> option and click on <\/span><b>&#8220;Choose File&#8221;<\/b><span style=\"font-weight: 400;\"> to upload the desired Excel file from your device.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8182 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_12h29_43-2.png\" alt=\"\" width=\"1259\" height=\"682\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_12h29_43-2.png 1259w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_12h29_43-2-300x163.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_12h29_43-2-1024x555.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_12h29_43-2-768x416.png 768w\" sizes=\"auto, (max-width: 1259px) 100vw, 1259px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Note:<\/strong> If each column has a title like <\/span><b>&#8220;Product Name&#8221;<\/b>, <b>&#8220;Product Code&#8221;<\/b><span style=\"font-weight: 400;\">, do not enable <\/span><b>&#8220;Import First Row&#8221;<\/b><span style=\"font-weight: 400;\">. However, if there is no title for each column, activate this feature to prevent losing any items during the upload process.<\/span><\/li>\n<\/ul>\n<\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741519015540{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Select the Excel file with your products from your device to upload it to the system <\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8184 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h43_14.png\" alt=\"\" width=\"546\" height=\"286\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h43_14.png 546w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h43_14-300x157.png 300w\" sizes=\"auto, (max-width: 546px) 100vw, 546px\" \/><span style=\"font-weight: 400;\"><br \/>\nMatch the data from the Excel file containing the products with the corresponding fields in the system. For example, if the column title for the product name in the Excel file is &#8220;Name&#8221;, write this title next to the name field so the system recognizes each type of data it uploads, then click on the <\/span><b>&#8220;Import&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8186 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h45_50.png\" alt=\"\" width=\"859\" height=\"629\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h45_50.png 859w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h45_50-300x220.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h45_50-768x562.png 768w\" sizes=\"auto, (max-width: 859px) 100vw, 859px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Note:<\/strong> Fields marked with an asterisk &#8220;*&#8221; are mandatory for products and should be included in the Excel file. You can leave the rest of the fields empty if you do not wish to upload them through the Excel file.<\/span><\/li>\n<\/ul>\n<\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741519118172{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">You will receive a message with the number of products that were successfully imported, as well as those that failed to import so you can fix the errors that caused their omission.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8188 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h56_27.png\" alt=\"\" width=\"1175\" height=\"406\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h56_27.png 1175w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h56_27-300x104.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h56_27-1024x354.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_13h56_27-768x265.png 768w\" sizes=\"auto, (max-width: 1175px) 100vw, 1175px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">After successfully importing products via the Excel file, you can navigate to <\/span><b>&#8220;Products &amp; Services&#8221;<\/b><span style=\"font-weight: 400;\"> under <\/span><b>&#8220;Inventory&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu to see the products now displayed on your system.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31407 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/878909.png\" alt=\"\" width=\"1024\" height=\"505\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/878909.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/878909-300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/878909-768x379.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Pasting the Invoice Items from a Data Sheet&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699358423277{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741519574166{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">When selecting a product to add as an item to the invoice, you can add a new product if the one you are looking for has not been added previously by clicking on the arrow next to the item and then clicking on <\/span><b>&#8220;Add New Product&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31411 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/09r09340-32.png\" alt=\"\" width=\"1536\" height=\"475\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/09r09340-32.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/09r09340-32-300x93.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/09r09340-32-1024x317.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/09r09340-32-768x238.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><br \/>\nYou can do this with several products together instead of adding each product individually, by clicking on <\/span><b>&#8220;Paste from Sheet&#8221;<\/b><span style=\"font-weight: 400;\"> found in the invoice items table. <\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31413 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/98359340-43.png\" alt=\"\" width=\"1536\" height=\"475\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/98359340-43.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/98359340-43-300x93.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/98359340-43-1024x317.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/98359340-43-768x238.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Type the products you wish to add manually or by copying them from a spreadsheet through the usual copy and paste, then press the <\/span><b>&#8220;Import&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8198 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_14h28_51.png\" alt=\"\" width=\"1894\" height=\"738\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_14h28_51.png 1894w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_14h28_51-300x117.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_14h28_51-1024x399.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_14h28_51-768x299.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-07_14h28_51-1536x599.png 1536w\" sizes=\"auto, (max-width: 1894px) 100vw, 1894px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Afterwards, you will find the products have been imported with their quantities and prices specified<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31415 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/349823090392.png\" alt=\"\" width=\"1378\" height=\"378\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/349823090392.png 1378w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/349823090392-300x82.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/349823090392-1024x281.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/349823090392-768x211.png 768w\" sizes=\"auto, (max-width: 1378px) 100vw, 1378px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2177,2184],"tags":[],"class_list":["post-8179","user_manual","type-user_manual","status-publish","hentry","category-inventory","category-products-services"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Importing Products through Excel - Daftra Knowledge 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