Product and Inventory import
The product and inventory import tool lets you upload a .csv file to add and update your stock. This can be much quicker and efficient than adding or updating products one by one. For producers who already update a catalogue of their products in an Excel spreadsheet regularly, this can save a lot of time!
The product and inventory import tool can be found by clicking Products in the horizontal blue menu, and product import in the green menu.
There's four main ways you can use the tool:
- Import new products
- Update existing product details
- Import products to a new shop/hub inventory
- Update products in a shop/hub inventory
If you need this functionality, please let your local Harvest To Order know. We welcome your feedback.
In all cases the process involves downloading a csv template, filling in the fields and then uploading your csv file back into Harvest To Order.
Important note on CSV files: Microsoft Excel does not open .cvs files directly.
If you can, we suggest you download the free Libre Office suite https://www.libreoffice.org/download/download/
With Libre Office Calc, you will be able to open and edit CSV very easily and save them in the right encoding format UTF-8.
If you can't use Libre Office, then in order to open a CSV file in Microsoft Excel, you need to follow the following steps: https://support.office.com/en-gb/article/import-or-export-text-txt-or-csv-files-5250ac4c-663c-47ce-937b-339e391393ba
Not all fields can be captured and uploaded/updated using this tool. Currently, Images, Properties and Group Buy Settings must be uploaded manually for each product.
We hope to include these in future developments.
Import New Products
Use these instructions if you want to add new products to a producer's profile.
You can simultaneously upload new products and update existing products with a single CSV upload. The instructions in this guide are separated for clarity but you can combine new products and updates in the same spreadsheet.
Prepare the CSV file for import
Firstly, download the Product List Template CSV file from the Product Import page and open it with Libre Office (Excel or equivalent).
You'll see that the template gives all the column headings required to successfully import a product. Each row is for a new product or variant. Below is a description of how to fill in each column.
Note that all fields are case sensitive. E.g. you must use mL not ml , or Dairy not dairy.
| Column Title | Required? | Description | Example |
|---|---|---|---|
| producer | Y | This is the name of the producer profile that this product will be assigned to | Four Mile Farm |
| sku | N | The SKU code for this product | AD001265 |
| name | Y | This is the name of the product | Yoghurt |
| display name | N | This field applies if you are creating variants (see instructions below). If you're not creating a variant leave this field blank. | Rasberry Yoghurt |
| category | Y | Which category does this product sit in? The categories available are listed on the Product Import page | Dairy |
| units | Y | The weight, volume or quantity value | 500 |
| unit_type | Maybe | What unit is it sold in (g, kg, T, mL, L)? If sold as an item (e.g. bunch) leave blank | g |
| variant_unit_name | Maybe | If the product is sold as an item (e.g loaf, bunch, pumpkin) write the item type here | Bunch |
| price | Y | The price of the product. If the item carries tax, this must be the tax inclusive price. | 3.70 |
|
On_Hand (in_stock) |
Maybe | If you have limited stock for the product type the stock level here. If you have infinite stock available (you can always source it) enter 0 and use the unlimited column | 40 |
| available_on | N | Leave blank | |
| On_demand (unlimited) | Y | If you have infinite stock available for this product, type 1, if you're using on_hand leave blank. If you enter a number in in_stock and 1 in unlimited, the product will be unlimited. | 1 |
| shipping_category | Y | Which shipping category does this product sit in? The shipping categories available are listed on the Product Import page | |
| tax_category | N | If the price of your product includes tax type GST, if not leave blank | GST |
| description | N | You can create a description, but you cannot update one. Please make sure that the text you wrote matches the current description in case of an update. | This Yoghurt is made from local raspberries |
In the import process, variants are distinguished by the units (such as salad sold as 500 g and 750 g bags) or display_name fields (such as a yoghurt sold in multiple flavours). As long as the product name is the same, the rows will be imported as variants. The example below shows a salad that comes in 500g and 750g variants, and a yoghurt that comes in multiple flavours.
| name | display_name | price | units | unit_type |
|---|---|---|---|---|
| Salad Bag | 3.50 | 500 | g | |
| Salad Bag | 5.50 | 750 | g | |
| Yoghurt | Banana | 4 | 500 | g |
| Yoghurt | Strawberry | 4 | 500 | g |
The image below shows how these products will display in the shop. Note that the 'name' field becomes the primary heading, and the 'display_name' field becomes the secondary heading. In the case of the Salad Bag, the 'display_name' field is blank, so the 'name' is used by default.
Unit type examples
Below are some examples to show how products with different units (g, ml, kg and items) should be uploaded.
| producer | name | category | price | units | unit_type | variant_unit_name |
|---|---|---|---|---|---|---|
| Sue's Salads | Salad Bag | Vegetables | 3.50 | 500 | g | |
| Henry Orchards | Fruit Juice | Drinks | 3.50 | 300 | ml | |
| Fernwell Produce | Potatoes | Vegetables | 9.50 | 5 | kg | |
| Tom's Bakery | Wholemeal Bread | Baked goods | 3.00 | 1 | loaf |
Import the CSV
Once you have filled out the Product List Template CSV you are ready to upload it into Harvest To Order.
- Go to Products > Product Import.
- Select import type: Select Product List
Select a spreadsheet to upload: Find the csv file you wish to upload.
Because you are uploading new products, you can leave the 'Set stock to zero for all exiting products not present in the file' checkbox unchecked.
Click Upload.
You'll be shown a summary of your upload, including any errors. You'll also be told how many products you are creating and how many you are updating. If you're happy with the upload results, click save.
It's good practice to check that the products uploaded/updated as you intended.
You can then upload another spreadsheet or go to the products page to view your new products.
Update Existing Product Details
The instructions below relate to updating the details of an existing product. This tool is intended as a quick way to update product prices and stock levels.
You can simultaneously upload new products and update existing products with a single CSV upload. The instructions in this guide are separated for clarity but you can combine new products and updates in the same spreadsheet.
Prepare the CSV file for import
The process for updating product details is similar to uploading new products. The first step is to download the Product List Template and fill in the product names and the supplier names. If you have this spreadsheet on hand from a previous upload even better.
The system requires seven fields to correctly identify the product you want to update. There are four fields which can be updated and four fields which cannot using this tool.
| Required fields (you can't update) | Fields you can update | Fields that won't update and aren't required |
|---|---|---|
| *producer | sku | ^variant_unit_name |
| *name | price | ^tax_category |
| ^category | in_stock | ^shipping_category |
| *units | unlimited | ^description |
| ^unit_type (if applicable) | ||
| ^variant_unit_name (if applicable) | ||
| *display_name |
^ if you try to update these fields you'll see an error message
*If you try to update these fields you'll actually create new products or variants, rather than update an existing product.
Once complete, the .csv can be imported in the same manner as for new products.
Set stock to zero for all exiting products not present in the file:
If you select this tickbox the system will set the 'In Stock' value to zero for all products already your product list.
If a product was 'Unlimited' it will remain 'Unlimited'.
The Products in this import will retain the stock level set in the .csv
Import New Inventory or update your inventory
Use these instructions if you want to add or update new products to your inventory.
Prepare the CSV file for import
Firstly, download the Inventory Template CSV file from the Product Import page.
You'll see that the template gives all the column headings required to successfully import a product. Each row is for a new product or variant. Below is a description of how to fill in each column.
Note that all fields are case sensitive. E.g. you must use mL not ml , or Dairy not dairy.
| Column Title | Required? | Description | Example |
|---|---|---|---|
| producer | Y | This is the name of the producer profile that this inventory item will be assigned to | Four Mile Farm |
| distributor | Y | This is the name of the hub profile the inventory item will be assigned to | Demo Hub |
| name | Y | This is the name of the product | Yoghurt |
| display name | N | This field applies if you are creating variants (see instructions below). If you're not creating a variant leave this field blank. | Rasberry Yoghurt |
| variant_unit_name | Y | If the product is sold as an item (e.g loaf, bunch, pumpkin) write the item type here | Bunch |
| units | Y | The weight, volume or quantity value | 500 |
| unit_type | Y | What unit is it sold in (g, kg, T, mL, L)? If sold as an item (e.g. bunch) leave blank | g |
| price | Y | The price of the product. If the item carries tax, this must be the tax inclusive price. | 3.70 |
| On_Hand (in_stock) | Y | Please check the rules for unlimited below | leave blank as unlimited is set to 1 |
| On_demand (unlimited) | Y | If blank - Read as "Use producer stock settings", so "in_stock" should be blank. If you set it to "1" - Read as unlimited of "Yes", so "in_stock" should be blank. If you set it to "0" - Read as unlimited of "No", so "in_stock" is required. | 1 |
| sku | N | The SKU code for this product | AD001265 |
Import the CSV
Once you have filled out the Inventory Template CSV you are ready to upload it into Harvest To Order.
- Go to Products > Product Import.
- Select import type: Select Inventories
- Select a spreadsheet to upload
- Click Upload.
You'll be shown a summary of your upload, including any errors. You'll also be told how many products you are creating and how many you are updating. If you're happy with the upload results, click save.
It's good practice to check that the products uploaded/updated as you intended.