How to Import Products via file [Step-by-step guide]

Modified on Thu, 11 Dec at 10:46 AM

The most effective way to add products to techOMS is by using the import feature. This guide walks you through the process.

WARNING: This feature is only available when the Account's Master Product Source is set to techOMS. To learn more, see Understanding the techOMS Master Product Source [Information].

Each file can contain up to 500,000 records. Going over this will cause data issues.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

NOTE: The system supports comma (,), semicolon (;), and tab as delimiters. The only supported quotation mark character is double quote (").

To import products:

1. Click Products from the left menu under the Inventory section.

2. Press Maintenance.

3. Click on Import Products.

4. Click on the Files field and select the file.

5. Press Import Products.

techOMS will import the valid Products and skip those with errors. When the process finishes, a popup will display the operation results. Example: 3 entries were processed, 2 successfully and 1 with error.

NOTE: You can download the canonical template file in techOMS Canonical Import Files [Information]. It includes 1 SKU with 2 variants, and 1 non-inventory item.

Alternatively, you can export your current product catalog as detailed in How to Export Products as a CSV file [Step-by-step guide] and use that export as your template. The file includes read-only Profit and Margin columns; as these columns are calculated, they are automatically ignored during import.

WARNING: Existing Products cannot be converted to non-inventory items via import. Changing the Non-Inventory or Bundle flag for an existing product will cause an error. These attributes can only be set when creating the product.

Duplicate checking is based on the SKU Code. If there’s a conflict during import or product creation, techOMS will display an error message describing the issue.