Bulk import help centre


Already have a large product, supplier and customer list? Save time and easily bulk import using CSV.

Bulk product import

Import products

On the product list page, tap then Download CSV template to download the product template. When importing variant products ensure the Variant SKU and Barcode is unique but the Name and Product SKU is the same, this will group all the product variants into one product. Ensure all tax rates are created in the back office before importing your products. Define tax rates from within the Settings > Tax rates, you'll specify a single character tax code when creating the rates, use this code in the CSV template.

The CSV file must remain as a CSV file when saving. Tap then Import to import the products. The import will fail if there are duplicate SKU's (if no variant SKU's are specified), variant SKU's and barcodes or errors in the CSV. A list of reasons why the products failed to import will be displayed with the option to retry once the errors are rectified.

Upon successful import, the images will be generating in the background. The products will be created but the images may take a few minutes to generate if importing thousands. Please ensure images are of a consistent size and ratio. The ideal image is a JPEG no more than 200kb. Preferred maximum width is 840px. Aspect ratio 3:4 or 1:1. A WEBP version of the image will also be generated on import for use on your eCommerce site.

Tip 1: Ensure capitalisations and spellings are consistent when creating suppliers, brand, categories and colours or variations of the same type will be created.

Tip 2: For a product with 5 variants (for example), create 5 rows all the with same product name and product SKU. On each row specify the different colour or size variants. The identical product name and SKU is what groups the products together on import.

Tip 3: If you have several images per product, separate each with a space then a pipe ( | ) then a space.

Tip 4: Only include URL links to JPG's or PNG's. Please don't include WEBP's on the import as Saledock generates them.

Tip 5: Ensure spreasheet column formatting remains as text. Watch out for this in Excel, especially the barcode column. This is a known Excel issue but hasn't been replicated using Google Sheets. To avoid formatting issues save the spreadsheet and leave it open. Importing the spreadsheet while it's still open generally avoids formatting issues.

Export products

Tap then Export to export the current product list view. Only the current filtered view will be exported. The product details and stock levels will be exported.

Add a product

For guidance on manually adding products, please refer to the Product inventory section of the help centre.

Bulk edit prices

If you need to bulk edit prices using a CSV, tap then Price export. A CSV of all products displayed in the list will be exported, including a column for the Retail Price (inc VAT) of each store. Update the price for each store and save the CSV once complete.

On the same product list page, tap then Price import and select the same CSV with your changes to bulk update the price changes made.

Bulk edit products

Edit products

On the product list page, tap then Bulk edit products. A list of all products will be displayed (minus the variants). Search by brand, SKU, model no. name and category to filter the list. The following fields can be updated:

  • Supplier
  • Name
  • SKU
  • Brand
  • Category
  • Sub-category
  • VAT

To bulk update many products at once, select the checkbox next to each product. All fields mentioned above, minus the name and SKU can be bulk updated. Once products are selected, an update control will be displayed. Update the field(s) as required then tap Update. The product field(s) in the list will be updated and highlighted green with an update pending message next to each. The top right will display the number of products will pending changes. To commit the changes tap Save or Undo Pending to revert the changes.

Edit variants

On the product list page, tap then Bulk edit variants. A list of all products with variant information be displayed. Search by brand, SKU, model no. name and category to filter the list. The following fields will be displayed to help identify the variant:

  • Name
  • SKU
  • Colour
  • Size

The following columns are also displayed, which are editable:

  • Variant SKU
  • Model no.
  • Cost price
  • Price (inc VAT)
  • Barcode 1 - Primary barcode that is also displayed on the barcodes and labels view
  • Barcode 2 - Commonly used if the supplier changes the barcodes for a product, or multiple barcodes are in circulation for the same product

The Cost price and Price (inc VAT) can be bulk updated. To bulk update the prices, select the checkbox next to each product variant. Once products are selected, an update control will be displayed. Update the field(s) as required then tap Update. The product field(s) in the list will be updated and highlighted green with an update pending message next to each. The top right will display the number of products will pending changes. To commit the changes tap Save or Undo Pending to revert the changes.

Bulk supplier import

Bulk import

On the supplier list page, tap then Download CSV template to download the supplier template. Input supplier data ensuring there's no duplicate supplier names and email addresses. The CSV file must remain as a CSV file when saving. Tap then Import to import the suppliers. The import will fail if there are duplicate email addresses or errors in the CSV. A list of reasons why the template failed to import will be displayed with the option to retry once the errors are rectified.

Tip: Ensure spreasheet column formatting remains as text. Watch out for this in Excel.

Export suppliers

Tap then Export to export the current product list view. Only the current filtered view will be exported. The product details and stock levels will be exported.

Add a supplier

For guidance on manually adding a customer, please refer to the Suppliers section of the help centre.

Bulk customer import

Bulk import

On the customer list page, tap then Download CSV template to download the customer template. Within the template 2 sample rows of data have been provided, these can be deleted. Input customer data ensuring there are no duplicate email addresses. The CSV file must remain as a CSV file when saving. Tap then Import to import the customers. The import will fail if there are duplicate email addresses or errors in the CSV. A list of reasons why the template failed to import will be displayed with the option to retry once the errors are rectified.

Tip: Ensure spreasheet column formatting remains as text. Watch out for this in Excel.

Export customers

Tap then Export to export the current product list view. Only the current filtered view will be exported. The product details and stock levels will be exported.

Add a customer

For guidance on manually adding a customer, please refer to the Customers section of the help centre.

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