How to import Products & Services to Paysley
Import Products & Services to your Paysley Inventory database:
You can import your existing inventory to your Paysley account by uploading a CSV or XLS file. For your convenience, we have already prepared template files you can download and use.
Go to your My Products & Services section in your Paysley dashboard.
Click the Import button and then download the template file you would like to use.
Type or copy & paste all the data to the file, as instructed in the table below.
Save the file and upload.
IMPORTANT: Do not delete or change the headers (line 1) in the template files, as it will result in an error during the import. |
Field | Required? | Description |
|---|
Name | Yes | The name of your Product or Service
Format: Lemonaid
Tip: Use abbreviations to keep it short and make it easy to find when searching. Avoid using duplicate product names. Duplicate products will not import. |
Type | Yes | Options: “Product” or “Service”
Format: Product |
Category | Yes | The category you want to list your product or service under
Format: Beverage
Tip: Listing products & services in categories makes searching and managing inventory easier. You can add new categories by selecting “+ Add new category” on the “New Product or Service” window. |
| |
|
SKU | No
| A Stock Keeping Unit is used to identify your inventory.
Format: 0123456789 |
Sales price | Yes | The sales price of your Product or Service.
Format: 10.51
Do NOT include any taxes when adding the Sales Price |
Unit type | Yes | Indicates how your products and services are priced.
Options: “Flat Rate” or “Per Item” or “Per Hour”
|
Units in stock | No | If you are tracking stock, enter your current stock quantity.
Format: 100 |
Unit low stock warning at | No | If you want Paysley to give you a low stock warning, enter a Low Stock warning threshold.
Format: 10 |
Description | No | Describe your product or survive in more detail
Format: Text
Tip: Use short and clear descriptions to achieve the best display results on your VT and Mobile App. |
Cost | Yes | What the Product or Service is costing you (your expense)
Format: 8.51 |
Tax | No | If a Tax applies to the Product or Service, enter the Tax profile name as it was setup in your Tax Profile configuration.
Format: Tax Name
If you have not setup a Tax profile, just enter teh decided Tax Name & % and Paysley will automatically create a new Tax Profile for you.
Format: tax_name (tax_value%)
Example: Sales Tax(15%)
Tip: Ensure that the Tax Name matches the Tax name of the Tax Profile you want to use. |
Troubleshooting Customer Imports
If you encounter an error when uploading & importing your file:
Check your file type. Only .xls and .csv files will import correctly. The file extension .xlsx is not permitted at this time.
Make sure the column headers (line 1) have not been removed or changed
Confirm that you did not use restricted characters in any of the number fields
Confirm that your general formatting is correct and all fields containing data are correctly entered with no leading and trailing spaces.
Inventory with duplicate SKU data will NOT be imported.
For support, contact support@paysley.com.