Bulk import help centre

Bulk product import

Import new products

On the product list page, tap then Download CSV template to download the product template. When importing variant products ensure the Variant SKU and Barcode is unique but the Name and Product SKU is the same, this will group all the product variants into one product. Ensure all tax rates are created in the back office before importing your products. Define tax rates from within the Settings > Tax rates, you'll specify a single character tax code when creating the rates, use this code in the CSV template.

The CSV file must remain as a CSV file when saving. Tap then Import to import the products. The import will fail if there are duplicate SKU's (if no variant SKU's are specified), variant SKU's and barcodes or errors in the CSV. A list of reasons why the products failed to import will be displayed with the option to retry once the errors are rectified.

Upon successful import, the images will be generating in the background. The products will be created but the images may take a few minutes to generate if importing thousands. Please ensure images are of a consistent size and ratio. The ideal image is a JPEG no more than 200kb. Preferred maximum width is 840px. Aspect ratio 3:4 or 1:1. A WEBP version of the image will also be generated on import for use on your eCommerce site.

Tip 1: Ensure capitalisations and spellings are consistent when creating suppliers, brand, categories and colours or variations of the same type will be created.

Tip 2: For a product with 5 variants (for example), create 5 rows all the with same product name and product SKU. On each row specify the different colour or size variants. The identical product name and SKU is what groups the products together on import.

Tip 3: If you have several images per product, separate each with a space then a pipe ( | ) then a space.

Tip 4: Only include URL links to JPG's or PNG's. Please don't include WEBP's on the import as Saledock generates them.

Tip 5: Ensure spreasheet column formatting remains as text. Watch out for this in Excel, especially the barcode column. This is a known Excel issue but hasn't been replicated using Google Sheets. To avoid formatting issues save the spreadsheet and leave it open. Importing the spreadsheet while it's still open generally avoids formatting issues.

Export products

Tap then Export Products to export all product data. Tap then Export Price File to export basic product information and prices.

Add a product

For guidance on manually adding products, please refer to the Product inventory section of the help centre.

Bulk edit prices

To bulk edit existing product prices only, tap then Export Price File to export basic product information and prices across all sales channels.

Important: Only the Cost Price and Price can be edited then re-imported. The remaining data is to provide context about each product. Once the prices have been updated in the CSV, the prices can be re-imported and updated. Tap then Import to import the changes.

Bulk edit products

To bulk edit existing product information, tap then Export Products to export product information.

Important: Not all exported data can be edited and re-imported. The remaining data is to provide context about each product. The first column displays the RowType; either Product or Variant. For Product lines the following data can be edited:

• Name
• SKU
• Category
• Sub-category
• Supplier
• Brand
• TaxCode

For Variant lines, the following data can be edited:

• SKU
• Model no.
• Barcode 1
• Barcode 2
• CostPrice
• Weight
• Length
• Width
• Height

Once the products have been updated in the CSV, the products can be re-imported and updated. Tap then Import to import the changes.

Bulk supplier import

Bulk import

On the supplier list page, tap then Download CSV template to download the supplier template. Input supplier data ensuring there's no duplicate supplier names and email addresses. The CSV file must remain as a CSV file when saving. Tap then Import to import the suppliers. The import will fail if there are duplicate email addresses or errors in the CSV. A list of reasons why the template failed to import will be displayed with the option to retry once the errors are rectified.

Tip: Ensure spreasheet column formatting remains as text. Watch out for this in Excel.

Export suppliers

Tap then Export to export the current product list view. Only the current filtered view will be exported. The product details and stock levels will be exported.

Add a supplier

For guidance on manually adding a customer, please refer to the Suppliers section of the help centre.

Bulk customer import

Bulk import

On the customer list page, tap then Download CSV template to download the customer template. Within the template 2 sample rows of data have been provided, these can be deleted. Input customer data ensuring there are no duplicate email addresses. The CSV file must remain as a CSV file when saving. Tap then Import to import the customers. The import will fail if there are duplicate email addresses or errors in the CSV. A list of reasons why the template failed to import will be displayed with the option to retry once the errors are rectified.

Tip: Ensure spreasheet column formatting remains as text. Watch out for this in Excel.

Export customers

Tap then Export to export the current product list view. Only the current filtered view will be exported. The product details and stock levels will be exported.

Add a customer

For guidance on manually adding a customer, please refer to the Customers section of the help centre.