CSV, barcode & images
This page explains bulk import/export of data (CSV), barcode printing/generation, and registering product images.
CSV import
You can bulk-register product, client and task data from a CSV file.
Feature for paid plans
To use CSV import/export, you need to upgrade to a paid plan. → Company settings
- Open "More" → "CSV import" (on wide screens, the left menu).
- Choose the kind of data to import (products / clients / tasks).
- Prepare your data to match the field names (preview) shown on screen.
- If you already have data, using a CSV exported from each list as a template is easy.
- We recommend the UTF-8 character encoding.
- Select the file, check the contents and import.
Points per data type:
- Products: matched by SKU if present, otherwise by product name (update if matched, new if not). The barcode column can hold multiple values separated by "
|". Standard cost is imported only under standard costing. - Clients: matched by client name. Only the selected fields are updated.
- Tasks: choose the task type to import. Specify products by product name or SKU (products are not newly created from CSV). For stocktaking, enter the actual stock count (the difference is auto-calculated).
CSV export
Download registered data as CSV (for paid plans).
- Open each list screen (stock, clients, tasks, etc.).
- Search/filter as needed.
- Export it from "Export."
Barcodes
- Multiple registration: you can register multiple barcodes on one product, such as JAN, ITF or your own code.
- Uniqueness: you can't reuse the same barcode on another product (no duplicates within the company).
- Case: codes are not case-sensitive (e.g.
CODE123andcode123are the same).
Barcode printing
- Open "More" → "Barcode printing" (on wide screens, the left menu).
- Choose the products you want to print.
- Choose the paper size and so on, generate a print PDF and print it.
Barcode auto-generation
For products with no barcode registered, pressing "Barcode generation" on the barcode printing screen automatically generates and registers an EAN-13 barcode. If a barcode is already registered, no additional one is generated.
Registering images
- Register from "Upload image" on the product registration/edit screen.
- Images are shown in lists and details.
- Supported formats: JPEG, PNG, GIF, etc. (formats starting with
image/). - Size: files that are too large may fail to upload. In that case, shrink it and try again.
Common messages
- CSV import/export requires upgrading to a paid plan … Change to a paid plan.
- Invalid CSV format … Check the delimiter, character encoding (UTF-8 recommended), and the field names in the first row. Using an exported file is recommended.
- The CSV header is empty / The CSV file is empty … Check that the first-row field names and the data are present.
- A product is required in the CSV / A client is required in the CSV … A required field (product name/SKU, or client name) is missing.
- No valid tasks were found in the CSV … There is no importable task data. Check the field names and contents.
- Invalid image data / Invalid file type … Use an image in a supported format (JPEG, PNG, GIF, etc.).
- The request body is too large … The file is too large. Shrink the image, or reduce the number of CSV rows.