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Tip: WorkingPoint sets all your items to active status upon import. Before filling in your items template, you might want to review your items list from your old system and edit it to exclude unused or in active items. |
WorkingPoint can import your items using the CSV template provided by WorkingPoint. Importing your items saves you time so you don't have to enter them in one at a time. WorkingPoint can even add inventory to the items you track as inventory. Simply download the template, fill it out with your item information, and then import that file into WorkingPoint.
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Tip: WorkingPoint sets all your items to active status upon import. Before filling in your items template, you might want to review your items list from your old system and edit it to exclude unused or in active items. |
To import your items:
In WorkingPoint, click the Items tab and then click the Import Items link and complete the numbered steps in order.
Step 1 - Click Download Template and save the template to your computer (remember where you saved it).
Locate the template and open it in your favorite spreadsheet program, such as Microsoft Excel.
Fill in the template and save it and save it as a CSV file.
The first row of the template is a header row. The header row shows you what information to put into each column. Do not delete the header or your import will fail. View Template Header Fields
Template Header Fields (*Required):
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Name* |
The item identifier which will appear on invoice and in look-up fields. (max. 80 characters) |
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Price Per Unit* |
The default sales price for the item (the price you charge your customers). |
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Sales Account* |
The account, already in your Accounts List, where you will track the sales for this item. Enter the account name, including the parent account, like 'Revenue:Sales' where 'Revenue' is the Parent account and 'Sales' is the subaccount (if applicable). If you want to track sales in a new account, add the account to your accounts list first. |
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Item Description |
Info about the item to provide additional insight about the item on customer invoices. (max. 250 characters) |
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Unit Description |
The unit of sale, e.g. hour, each, case... (max. 100 characters) |
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Taxable |
Yes or No. |
If you are importing items with available inventory on-hand, complete the Quantity and Cost fields for those items. WorkingPoint will create an inventory adjustment to the account you specify on the as of date you choose, adding the starting units and cost per unit to the item.
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Quantity |
Starting number of units to add to inventory (may be a fractional amount like '12.4') |
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Cost Per Unit |
The cost to you for one unit of this item. If you are importing your items from a previous system where you tracked inventory for this item, enter the item's weighted average cost as of the end date of your old system. |
Add one item per row and be sure to complete the required fields for all items before uploading to avoid import errors. View Sample Template Data
This is a sample of how data should appear in a properly completed template. Note that the required asterisk (*) is not visible in the template. Please refer to the Template Header Fields table in the View Template Header Fields above for the required fields.
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Name |
Price Per Unit |
Sales Account |
Item Description |
Unit Description |
Taxable |
Quantity |
Cost Per Unit |
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Sample Product with Inventory |
1 |
ParentAccount:Subaccount |
A description of my product as I would like it to appear on invoices. |
each |
Yes |
100 |
0.25 |
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Sample Product without Invenetory |
1.33 |
ParentAccount:Subaccount |
A description of my product as I would like it to appear on invoices. |
hour |
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Step 2: Click Browse to choose the completed template file for import.
The file size must be less than 1 MB.
Step 3: (Optional) Check the "Import file has inventory items for import" checkbox if your template includes items that you want to track as inventory.
Select the date you will track the inventory as of, the account to record the inventory adjustment to and an optional memo. If you do not complete these fields, your available quantity and cost will not be brought over into WorkingPoint.
If you are following the Getting Started Guide, select Opening Balance Equity as the adjustment account.
Step 4: Click Import Items.
The time it takes to import will vary based on how many items you have.
When the import is completed, WorkingPoint will tell you how many items were imported and how many did not get imported. You will see a list of the first 10 items that did not get imported (with a link to see additional items). If WorkingPoint found duplicate items (items that are in your exported file, but already in your WorkingPoint Items List), you will see a list of those items as well.
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Note: You can cancel an import prior to clicking the final Import Items button by clicking the Cancel Import & go back to Items List link. |
Your Getting Started Next Step:
Congratulations! You are all set-up and ready to starting managing your company with WorkingPoint.
