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Importing products from a spreadsheet

Bring a whole product list in from a CSV, with a preview before anything is saved.

Catalogue → Products → Import brings a whole product list in from a CSV file, which any spreadsheet can save.

  1. Download the template, or use your own file — a spreadsheet saved as CSV, or the export from your old system.
  2. Check the columns. SalonX matches the headings it recognises: product name, brand, barcode, SKU, supply price, retail price, stock, supplier. Change any that are wrong, or set a column to Don't import.
  3. Preview. You see how many products will be added, how many updated, and any rows that can't be read, each with the reason.
  4. Import.

How rows are matched

A row that matches a product you already have — by SKU, then barcode, then name — updates that product rather than making a second one. Only the columns in your file are changed, so a file with just names and prices won't wipe your stock levels.

What else it does

  • Suppliers named in the file that you don't have yet are created.
  • Stock quantities in the file are set as the current stock, and show in each product's history as an import.
  • A file can hold up to 3,000 rows.
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