User guide
Step by step: export, templates, schedules, e-mail and import.
Export products
- Open Products.
- Optional: type in Search, pick a Category or Status, set a price range or tick Low stock, then press Apply.
- Press Export… at the top right.
- Choose a file format: Excel, CSV, PDF, Word, JSON, XML or Text.
- Choose which rows: the filtered rows, the rows you ticked, or everything.
- Optional: choose a layout (template).
- Choose Download and press the button. The file is saved by your browser.
Export only some rows
Tick the box at the start of each row you want (or click the row). The box in the header ticks the whole page. Ticked rows stay ticked when you change page or filter. A dark bar at the bottom shows how many rows are ticked: press Export selected there, or Clear to start again.
Templates
A template is a saved layout. Open Templates and press New template:
- Tick the columns you want and type the header text for each one (for example "Unit price").
- Use the arrows to change the order.
- Add a title and a footer note, and pick the preferred format.
- For text files you can write a line pattern such as
{sku} - {name}: {price}.
E-mail an export
In the export dialog choose E-mail, enter one or more addresses (separate them with ; or ,),
a subject and a message. When no mail server is set up, the e-mail is kept in the E-mail outbox
as an .eml file that you can open with Outlook or Thunderbird.
Scheduled exports
Open Scheduled exports and press New schedule. Choose the format, template and filter, then when it should run. The quick buttons (Every hour, Daily 08:00, Weekdays 08:00...) fill in the schedule for you, and the box below shows the next five run times. Add e-mail addresses to have the file sent each time. Run now runs a job straight away; the pause button stops it until you turn it on again.
Import a file
- Open Import data. New here? Download a practice file first.
- Drop the file on the box, or click it to choose a file (.xlsx, .csv, .json or .xml).
- Choose what happens when a SKU already exists: Update it or Skip it.
- Press Check the file. Nothing is saved yet.
- The preview shows every row: green = valid, yellow = warning (it will still be imported), red = error (it will be skipped). Cells with a problem are coloured; point at one to see why. Click the counters to show only those rows.
- Press Import N rows to save, or Cancel.
Problem report and history
On the preview page and in Import history, download the problem report as Excel or CSV. It lists the row number, the column, the problem and the values from your file - fix them and upload the file again. The history shows every upload with how many rows were added, updated and skipped.
Column names the import understands
| Field | Accepted headers (any case, spaces ignored) |
|---|---|
| SKU | sku, SKU, Item code, Code, Product code |
| Product name | name, Product name, Item, Title |
| Category | category, Group |
| Brand | brand, Manufacturer |
| Price | price, Unit price, Amount |
| Stock | stock, Qty, Quantity, On hand |
| Status | status, State |
| Supplier email | supplierEmail, Supplier email, Email, Supplier |
Headers you typed in your own templates work too. Unknown columns are ignored and listed on the preview.
Start again
On the Dashboard, Reset products to demo data puts the 240 demo products back. History is kept.