Importing Items

Importing Items

 Importing Products and Services

 Import Items function is available only to companies that are not connected to QuickBooks Online. If your company is connected to QuckBooks Online, please use import items function there.

HandiFox Online allows you to batch import products and services from an Excel file, as opposed to manually creating or editing item by item.
To import products and services from an Excel file, go to Inventory → Item List and click Import .

 Before importing your Excel file, make sure you follow the instructions described in the Import Item Guide section in Step 1 of the import process

In Step 1 of the import process click Browse, locate you file and add/open it. 


 In this window you can first download a sample file and fill it out with the data you want to import and, import it afterwards.

Click Next.





In Step 2, you have 2 options.
  1. Add as new items: This adds all items from the Excel file to the system. 
  2. Update existing items based on Name, Full Name or SKU: Update existing items that match the specified parameter. 
    1. Full name is of each item is formed by the product or service item name preceded by its parent category or categories.
    2. Don't update empty values for existing items. For example, in your import file some item does not have a populated purchase description but has a populated sales description. If this option (Don't update empty values for existing items) is checked HandiFox will disregard the purchase description (since its empty/blank) but will update its sales descriptions since its not an empty value.  If this option (Don't update empty values for existing items) is not checked HandiFox will replace all the existing values with values from list in the import file. 
Select the desired options and Click Next.

In Step 3, you need to map fields in the HandiFox Online (on the left) to the columns in the imported file (on the right),  then Click Next. 
 Fields marked with (*) are mandatory.
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Step 4 will display a list of item lines from the file. If there is an error in your import file you will see Error(s) link in the Status column. Hover your mouse/cursor over the error to see what needs to be corrected.

Example of an error when importing products and services

Products and services with no errors will display OK in the Status column. 


 You can also manually specify which items from the import list are to be imported by unchecking this box (picture above) and manually checking the box of each item. Only items with OK status can be checked/unchecked 

You can now click Import even if there are products and services with errors (only products and services with OK status will be imported), or correct the errors described in step 4, go back to step 1 and reload the import file.



 You can click Download file with not imported items, make the necessary changes to this new file and repeat steps 1-4 as described above afterwards.
 Do not click OK before downloading the previously mentioned file, once the window above closes, the file becomes unrecoverable.


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