Importing Products and Services

OneUp is able to import products and services from your prior solution using a speadsheet.  In order to import, you must use a CSV file (Comma Separated Values) spreadsheet with headers that OneUp can understand.

Making a .CSV file OneUp can understand

Attached to this article are example templates for importing into OneUp.  Using a program like  Google™ Docs Spreadsheet, Microsoft Excel, Apple Numbers.app, or OpenOffice.org Spreadsheets, build a spreadsheet that matches the template below. Any data that doesn't fit this import template cannot be imported into OneUp.

Bringing your spreadsheet into OneUp

Use the action Import Products and Services to bring your spreadsheet into OneUp (in Sales - More - Products and Services - [︙] button - Import Products and Services). 

Example spreadsheet and template files

Item Name

Item Number

Type

Manage Inventories

Description

Family

Unit

Sales Price

Income Account

Purchase Price

COGS Account

Inventory Account

Quantity on Hand

Receiving Location

Delivery Location

Consultation

PX-01

Service

 

Consult with a client

Hour

80

40140

           

Wool Sweater

PX-02

Product

 

Wool Sweater (Red, Any Size)

Piece

64.99

40110

49.98

50110

       

MP3 Player

PX-03

Product

Manage Inventories

Black 8GB MP3 Player

Electronics

Piece

29.99

40110

18.98

50110

12100

74

Bettina

Travis

BOLD indicates required information

 

Column Descriptions

Item Name: The Name for your item. (Required)
Item Number: The Product Code for your item.
Type: Item Type. Your options are: Product or Service (Required)
Manage Inventories: For a Product, fill this with "Manage Inventories" to record inventory movements.
Description: Description of the item.
Family: Family of the item. The Family must exist already in OneUp in order for it to be used on import.
Unit: Unit of measure for the item (MUST already be existing in OneUp)
Sales Tax Code (for non US only) The VAT (or sales tax) code (collected) that is to be set as default in your product, must exist already in OneUp before the import of the file
Sales Price: Sales price of the item (format currency, without currency symbol, 2 digits)
Income Account: The income account number for the product or service, must exist already in OneUp before the import of the file
Purchase Tax Code (for non US only) The VAT code (deductible) that is to be set as default in your product, must exist already in OneUp before the import of the file
Purchase Price: Purchase price of the item (format currency, without currency symbol, 2 digits)
COGS Account: The expense account or COGS account for products, must exist already in OneUp before the import of the file
Inventory Account: The inventory asset account for the a product with Manage Inventories, must exist already in OneUp before the import of the file
Receiving Location: Storage Location into which your product will be received into inventory. Please note that this location must already exist in OneUp before you import.
Delivery Location: Storage Location from which your product will be sold from inventory. Please note that this location must already exist in OneUp before you import.
Quantity on Hand: Count of products in inventory at the time of import. This will not affect your accounting. Quantities can be updated later with New Inventory Count Sheet.

 

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