Output Books | How to import items into Output Books?

To import items from other systems

Go to Manage > Items
Click the ellipsis icon on the top-right and select Import CSV

Import CSV

From the pop-up window,

You can download the sample csv file for field reference.
Click Learn More for the field description.
Select the file to be imported by clicking Choose file / Drag and Drop option.
Click Import CSV.

You can import up-to 1000 records at a time. If you have more that 1000 contacts, you can put them as a separate file.

Points to remember

Don’t change the header column name.
Item name field is mandatory. You cannot leave this field empty.

Page Contents

Introduction
Prerequisites
Step-by-Step Instructions
Conclusion
Note

Introduction

Importing items using an Excel template can significantly streamline the process of adding numerous products to Output Books. This guide will walk you through the necessary steps to successfully import items using our provided Excel template.

Prerequisites

Before starting the import process, ensure you have the following:

Access to Item master with appropriate permissions.
An understanding of the data fields required for item import.
The sample Excel template provided by Output Books.

Step-by-Step Instructions

1. Download the Sample Excel Template

Log in to your Output Books account.
Navigate to Manage > Items
Select Import XLS from the dropdown in Print button.
Locate and download the sample Excel template for importing items.

2. Prepare the Excel File with Item Data

Open the downloaded Excel template.
Review the column headers and data format required in HELP sheet.
Input your item details into the corresponding columns. Include necessary information such as item name, SKU, description, price, unit, etc.

3. Validate and Format the Data

Double-check the data for accuracy, ensuring all mandatory fields are populated.
Verify that the data format matches the specified requirements (e.g., date formats, alphanumeric codes).
Save the Excel file.

4. Access Import Feature in Output Books

Return to Output Books account.
Navigate to Manage > Items as earlier.
Select Import XLS from the dropdown in Print button.
Select the file to be imported by clicking Choose file / Drag and Drop option.
Click Import CSV. to initiate the import process.

6. Review and Confirm

Review any error messages or warnings provided by the software and rectify them if needed.
Once satisfied, confirm and execute the import process.

7. Verification and Post-Import Checks

After import completion, verify that all items are correctly added to your [Billing Software Name].
Check for any discrepancies or missing data.
Perform test transactions to ensure items reflect accurately during billing processes.

Conclusion

Successfully importing items using the provided Excel template can significantly streamline your inventory management and billing processes within [Billing Software Name]. Regularly updating and managing your item database through imports ensures accurate and up-to-date information for seamless operations.

For further assistance or troubleshooting, refer to the software’s official documentation or reach out to our support team for personalized help.

Note

Always create a backup of your data before performing any bulk imports to prevent loss of critical information in case of unexpected issues.