You have the option to import products into Loomis—Pay yourself with a CSV file with semicolon separated columns. You can import new products, and you can import existing products to update e.g. price.

Download file for import
Log in to the Administration Panel and go to products. Press the icon with arrows and press Import.

In the new window you will find example files for simple import (products without variants) and import with variants (variant products). The example file contains the most commonly used values ​​for productimport.

Importing value(s) not listed in the example file is done by adding a column for the desired imported value, e.g. when importing custom fields.

Download the relevant example file and open it in Excel.

• To update products, you only need the product no. and the field/column you are going to update. E.g. price excl. VAT.

• To update and create new products, you must have the fields: product no., Name, product group, Price excl/incl VAT and VAT rate. All other fields are optional.

When you have finished entering products and relevant fields/columns, save the file as CSV (semicolon delimited).

Upload file for import

Log in to the Admin Panel and go to Products. Click the arrow icon and click Import. Click Upload to upload the CSV file you just saved.

Choose whether to create new products and update existing ones, or just update existing products. Read the warning and approve if you agree.

The file is now uploaded, and the system asks you to select which column in the Excel sheet belongs to which field on the product card. If you have used the same headers as in the example file, the fields should be linked automatically, but check to be sure.

The uploaded file can contain a maximum of 100,000 rows + header. The file must be split before import for larger product registers

Update values ​​for all products in the import file
Multiple values ​​can be updated without being listed in the import file.

Click on the drop-down menu for the value you want to update, and select the desired updated value. The update will apply to all products listed in the import file.

The example shows how the value "Show in online store" can be updated for all products in the import file by selecting ON or OFF.
These values, etc. can be updated without being listed in the import file: Supplier, Manufacturer, Include, Show in online store, Use inventory management, etc.

To follow the status of the import, you can select Import and press "Update" to update the status.

Depending on the number of products and which upload option you choose, uploading can take anywhere from 10 seconds to a couple of hours.

When it is finished uploading, take a few random samples. If there are any error messages, you must look at the error messages and correct them accordingly.

Errors during import
If the import file contains values ​​that are not accepted or are missing, you will receive an error message that specifies the problem. The import will be stopped, and the problem must be corrected before the import is carried out again.

This error message describes that the value "Barcode" listed in row 1 of the import file contains a barcode that is already in use by a product in Loomis—Pay
Either the barcode must be removed in the import file for the listed product, or on an existing product in Loomis—Pay before import.

How should the file be formatted?

A detailed explanation of the different product parameters can be found here.

These parameters can be imported.

NOTE! Rows marked with * and ** are required fields for creating productss.

Rows marked with ** are required for updating products. Variant is only required if variants are used.

• Variant:* Connects the product with the parent product. Used for example. T-shirt with different sizes.

• Product no.:** Product no. is used to identify the product in the system. If the product no. is not already in use, a new product will be created.
  If the product no. already exists, values ​​in the import will be updated for the product. The field is searchable in the system.

• Name:* Defines the name of the product. The product name is displayed on the receipt and is searchable in the system.
  
  For variants, only the text that defines the Variant should appear as the name on the variant row in the import file. Main product+ variant name is combined as the name for variant products on the receipt, etc.

• Barcode: Unique value per product. If a barcode is in use in several places, or already, the import gives you an error message and specifies which barcode and row in the excel file the problem lies in. NB: If you have a barcode that starts with 0, the column must be formatted as "Pure text" before import. Otherwise, this will be ignored.

• Purchase price The price you pay per product you purchase from a supplier. NOTE! Both Cost price and purchase price must be imported even if they have the same value.

• Price incl. VAT:* Price the customer pays. The price must be calculated including VAT.

• VAT rate:* VAT rate for the product. Only the number, e.g.; 25, 15, 0, any other specific VAT rates.

• product group:* Used for reporting and categorization for any online stores and online ordering solutions. This can be set up as a hierarchy, e.g.; "Main group > Subgroup > Subgroup" NOTE! important that " > " is only used to define subgroups.

• Manufacturer: Used for better reports and easier product search.
  Supplier Used for better reports and easier registration of purchase orders.

• Description: Used for online store and online ordering solutions, or possibly as an internal note. The field is not displayed on the receipt. The content of this cell must begin and end with the following characters: " (Hide character)

• Supplier's product number: Register your supplier's product number for the product. The field must not be unique, e.g. multiple sizes of the same product, where all have the same product number from the supplier.

• Cost price: Total price you have paid per unit. NOTE! Both Cost price and purchase price must be imported even if they have the same value.

• Include: Imported as True/False value. Determines whether the product is subject to a regulated VAT rate based on the "Include" function.

• Unit: Define which unit the product is sold as. See your unit overview under "Settings > Unit".

• Follow-up The product you enter as a follow-up will automatically be added if this product is sold at checkout. Imported as the product number of the desired follow-up.

• Show in online order: Imported as True/False value. Determines whether the product is displayed in online ordering.

• Show in online store Imported as True/False value. Determines whether the product is synchronized to integrated online store solution.

• Serial number: Imported as True/False value. Determines whether the product can be registered for a serial number when selling. NOTE! Requires work order module

• Ask for quantity / weight: Imported as True/False value. The operator is asked for quantity/weight when the product is selected in the checkout screen. Mainly used with integrated scales for products in loose weight.

• Auto. cost price: Imported as True/False value. If the value is true, the cost price will be automatically calculated and registered on the product based on completed goods receipts.

• Receipt printer: Used for registering printing for kitchen receipts. The name of the printer is defined in the field. The match is exact and case sensitive. It is important that the name is consistent. Only defined for products where receipts are to be used. NOTE! Requires restaurant module.

• Product selection: Used for easy registration of notes on a product. Example: different degrees of doneness that can easily be selected as notes on products. The note is displayed on both the receipt and the receipt. Imported as plain text and separated by ","

• Offer price: Offer price is selected instead of standard price and shows that the product is on offer. Offer price can be imported as blank/null by defining "null" in the import file.

• Custom fields: Custom fields can be imported into the system. This is a text field only. It has no automated function, but is used for product searches and reports.

• Ask for price Imported as True/False value. The cashier is asked for the price of the product when it is added to the shopping cart.

• Customer group price list: Price incl. VAT for a given customer group. A given customer group price is removed by selecting "Remove" from the drop-down menu under a given customer group when importing.

• Use inventory management: Imported as True/False value.

• Min. stock: Set minimum quantity in stock for order suggestions. Requires that the department be specified in the import file if you have multiple departments.

Only columns from the import file will be registered for the creation of new products, or possibly updated when updating already existing products.

Import files can be a maximum of 100,000 rows + header. If the file is larger, the file must be split before import.

TIP: You can also do an product export first and use this to process the product information. To export, log in to the Administration Panel and select Export instead of Import. If you select CSV format for the Export file, the file must be formatted as plain text before splitting the columns.

You can also import images for the products if you wish.