To bulk import items into Billbooks, go to the “Items” section and click the “Import Items” icon to open the popup. Download the sample CSV, fill in your item details, then upload the completed file by clicking the “Import Items” icon and selecting your CSV.
Here’s a more detailed breakdown:
Bulk Importing Items in Billbooks – Step-by-Step Guide
- Go to the Items Section
- Log in to your Billbooks account.
- Navigate to the “Items” tab from the sidebar navigation.
- Download the Sample CSV
- Click the Import Items icon (at the top right) to open the popup.
- Click “Download and view our item CSV template” to get the correct format template for your items.
- Fill in Your Items
- Open the sample CSV file in Excel, Google Sheets, or any spreadsheet editor.
- Add your item details (e.g., Item Name, Description, Price, Tax, etc.) following the column structure in the sample.
- Save Your CSV File
- After entering your items, save the file in CSV format (Comma Separated Values).
- Import the File
- Return to the Items section in Billbooks.
- Click the import items icon.
- Choose your updated CSV file.
- Once the file is selected, click the “Import Items/Open” button.
- Billbooks will process the file and add the items to your account.
- Verify the Imported Items
- After the import, check the list to ensure all items have been added correctly.
- If any errors occurred, Billbooks will show a message indicating which rows failed and why.
Tips for a Successful Import
- Don’t modify the column headers in the sample CSV.
- Make sure there are no empty mandatory fields (like Item Name or Rate).
- Ensure numerical fields (like Rate or Stock) contain only numbers.
- Avoid special characters or formulas in the cells.
