Export product data

Import Products

Import Stock On Hand

Import Serial Numbers

Import Batch Numbers

Import Product Suppliers

Import Inventory Details

Import Product Attributes

Import Product Pricing

Import Supplier Quantity Prices

Import Alternate Units of Measure

The Import/Export Products page allows you to export, manage and create product data in bulk. 

From Unleashed's main menu, go to Inventory, Products and select Import/Export, here you'll see a tab per product data set that can be exported or managed via import (CSV) templates. The product data sets available are:

• Products
• Stock on Hand
• Serial Numbers
• Batch Numbers
• Product Suppliers
• Inventory Details
• Product Attributes
• Product Pricing
• Supplier Quantity Prices
• Alternate Units of Measure

Within each tab, you'll find a download button specific to the tab's data set, e.g. "Download Product Template File". This button will download a blank import template which you would use to upload new products or details to Unleashed.

Click on the green Export dropdown icon in the top right corner of the Import/Export Products page to download an import template pre-populated with your account's existing product data. This exported template can be edited and uploaded back in to Unleashed to efficiently update existing records in bulk. The export is also a useful tool for obtaining a hard copy of your current product details for record keeping.

Read the following topics to understand the correct process details and avoid common errors:

• Data Import Checklist
• Troubleshooting Import Errors

Tip: If a template is not uploaded through the matching tab the import will fail.

Import Products

To create products or update product details e.g. Sell Price Tiers, Product Groups and Notes, in bulk use the Products templates:

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. To import new products select "Download Products Template File". To update existing products select Export > Products. 
3. In the CSV file downloaded, enter new products or update existing product details, see Import Products field definitions.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Product tab and import the updated CSV file via the upload tile.

NOTE: Only the Products import can create new products in Unleashed. 

Import Stock On Hand

To add Stock on Hand (SOH) quantities and Average Land Costs (ALC) to new products that have never had SOH before, use the Stock on Hand template. If Serialiazed Products or Batch Tracking is enabled in your account's configuration settings, the Stock on Hand import will also allow you to assign serial or batch numbers to the new SOH being imported.

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. Select the Stock on Hand tab and select "Download Stock on Hand Template File".
3. In the CSV file downloaded, enter new product's SOH, ALC, Serial or Batch Number, see Import Stock On Hand field definitions
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Stock on Hand tab and import the updated CSV file via the upload tile.

NOTE: The Import Stock On Hand template cannot be used to change the existing stock on hand quantities for products. The template can only be used to add stock to a product that has never had any stock quantity in Unleashed. 

Import Serial and Batch numbers with Stock on Hand 

For serialized products, each unit of stock on hand being added must have it's unique serial number listed in Import Stock on Hand template. Ensure all serial numbers for a product are listed together, with the product's code, warehouse, total SOH and ALC listed only in the first serial's row. 

For batch tracked products, each batch must be uniquely listed with it's own product code, warehouse and SOH. The ALC for all batches of a product must match.    

NOTE: Products cannot be both serialized and batch tracked.

Import Serial Numbers

To enable serial tracking for existing products with SOH use the Import Serial Numbers template. The template is only available when the Serialized Products configuration setting is enabled in your account.

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. Select the Serial Numbers tab and select "Download Serial Numbers Template File".
3. In the CSV file downloaded, enter each product being enabled as serialised and list each SOH unit's serial number per warehouse on it's own row, see Import Serial Numbers field definitions.
   Tip: Ensure each product's current SOH in Unleashed matches the total number of serial numbers provided in the template.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Serial Numbers tab and import the CSV file via the upload tile.

NOTE: Products allocated to open transactions e.g. Parked Sales Orders and Purchases Orders cannot be updated to serialized products using the Import Serial Numbers template.

Import Batch Numbers

To enable batch tracking for existing products with SOH use the Import Serial Numbers template. The template is only available when the Batch Tracking configuration setting is enabled in your account.

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. Select the Batch Numbers tab and select "Download Batch Numbers Template File".
3. In the CSV file downloaded, enter each product being enabled as batch tracked and list each batch number per warehouse quantity on it's own row, see Import Batch Numbers field definitions
   Tip: Ensure each product's current SOH in Unleashed matches the sum total batch quantities per product provided in the template.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Batch Numbers tab and import the CSV file via the upload tile.

NOTE: Products allocated to open transactions e.g. Parked Sales Orders and Purchases Orders cannot be updated to batch tracked using the Import Batch Numbers template.

Import Product Suppliers

Allocate and manage default Suppliers and Supplier based pricing for your products using the Import Product Suppliers template. 

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. To import new product suppliers select the Product Suppliers tab and click "Download Suppliers Products Template File". To update existing product suppliers select Export > Product Suppliers. 
3. In the CSV file downloaded, enter or update product supplier details, see Import Product Suppliers field definitions.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Product Suppliers tab and import the updated CSV file via the upload tile.

NOTE: The Product Suppliers template cannot be used to remove or delete existing Suppliers from a product's record. To remove a Supplier from a product record you must go to the product's Purchase, Suppliers tab in Unleashed and select Delete in the Supplier's Action Cog , see Product Suppliers.

Import Inventory Details

Allocate and manage minimum and maximum stock levels and bin locations per product and warehouse in bulk using the Import Inventory Details template. Per Warehouse Controls must be enabled in your account's configuration settings to use and manage Inventory Details. 

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. To import new inventory details select the Inventory Details tab and click "Download Inventory Details Template File". To update existing inventory select Export > Inventory Details. 
3. In the CSV file downloaded, enter or update the min stock level, max stock level and bin location per product and per warehouse if Per Warehouse Controls are enabled. See Import Inventory Details field definitions.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Inventory Details tab and import the updated CSV file via the upload tile.

If Per Warehouse Controls are disabled, use the Import Products template to manage global min and max stock levels.

Import Product Attributes

Allocate and update the attributes values saved against your products, per Attribute Set, using the Import Product Attributes templates. 

WARNING: Only one Attribute Set can be allocated to a product record. If an Attribute Set is saved or imported for a product it will replace the previous Attribute Set. 

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. To import new product attributes select the Product Attributes tab, click "Download Product Attributes Template File" and select an Attribute Set. To update existing product attributes go to Export > Product Attributes and select an Attribute Set. 
3. Update the CSV file downloaded; each named attribute of the Attributes Set will be displayed in it's own column. See Import Product Attributes field definitions.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Product Attributes tab and import the updated CSV file via the upload tile.

The names of an attribute within an Attribute Set cannot be edited or removed using the Import Product Attributes template. 

Import Product Pricing

Use the Product Pricing templates to add new or edit existing sales Quantity Prices for products in bulk. For more details on using quantity based sale pricing, see Sale Quantity Prices.

Add new Product Pricing in bulk

Set product sale prices and discounts for specified minimum order quantities and date ranges in bulk using the Import Product Pricing template.

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. To import new product pricing select the Product Pricing tab, click "Download Product Pricing Template File".
3. Update the CSV file downloaded, providing the appropriate fixed price or discount per minimum order quantity and date range. See Import Product Pricing field definitions.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Product Pricing tab and import the updated CSV file via the upload tile.

Update existing Product Pricing in bulk

To update the Product Pricing currently set per product in bulk, you will need to remove all Product Pricing prior to importing the updates.

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. Click the Export dropdown and select Product Pricing.
3. Update the CSV file downloaded, see Import Product Pricing field definitions.
4. Save the updated export in CSV format.
5. Return to the Import/Export Product page, select the Product Pricing tab and click on the red Delete All Product Prices button.
   WARNING: The Delete All Product Prices button will remove all Quantity Prices set for all products in Unleashed. Ensure that you have exported the existing Product Pricing as a back-up copy before deleting all product prices.
6. Import the updated CSV file via the upload tile.

Import Supplier Quantity Prices

Use the Supplier Quantity Prices templates to add new or edit existing supplier specific purchase Quantity Prices for products in bulk. 

Add new Supplier Quantity Prices in bulk

Set supplier specific purchase prices and discounts based on minimum order quantities per product in bulk using the Import Supplier Quantity Prices template. 

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. To import new pricing select the Supplier Quantity Prices tab and click "Download Supplier Quantity Prices Template File".
3. Update the CSV file downloaded, providing the Supplier, minimum order quantity required for the quantity pricing to apply and the price or discount applicable. See Import Supplier Quantity Prices field definitions.
   NOTE: The Supplier must be saved in the product's Purchase, Suppliers tab before a Supplier Quantity Price can be successfully imported, see Products: Purchase Suppliers.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Supplier Quantity Prices tab and import the updated CSV file via the upload tile.

Update existing Supplier Quantity Prices in bulk

To update supplier specific purchase prices and discounts based on minimum order quantities per product use an exported Supplier Quantity Prices template. 

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. Click on Export dropdown and select Supplier Quantity Prices. 
3. Update the pre-populated CSV file with the appropriate changes, see Import Supplier Quantity Prices field definitions.
   Tip: The Supplier Quantity Prices export will include an additional columns, including one labelled "Guid". Do not remove data from the Guid column when importing updates to Supplier Quantity Prices.
4. Save the updated export in CSV format.
5. Return to the Import/Export Product page, select the Supplier Quantity Prices tab and import the updated CSV file via the upload tile.

NOTE: The Supplier Quantity Prices template cannot be used to remove or delete existing Supplier Quantity Prices from a product's record. To remove a Supplier Quantity Price from a product record you must go to the product's Purchase, Quantity Prices tab in Unleashed and select Delete in the Quantity Price's Action Cog, see Supplier Quantity Prices.

Import Alternate Units of Measure

Add and update each product's various purchasing units of measure in bulk using the Alternate Units of Measure (UOM) templates:

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export.
2. To import new alternate UOM, go to the Alternate Units of Measure tab and select "Download Alternate Units of Measure Template File". To update existing alternate UOM select Export > Alternate Units of Measure. 
3. In the CSV file downloaded, enter new or update existing alternate UOMs, see Import Alternate Units of Measure field definitions.
4. Save the template in CSV format.
5. Return to the Import/Export Product page, select the Alternate Units of Measure tab and import the updated CSV file via the upload tile.

For more details, see Multiple Units of Measure.