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TradeBroken

Importing from a spreadsheet

Bring your existing products and opening stock in from Excel, checked row by row.

If you're starting on TradeBroken with products already on your shelves, bring them in from a spreadsheet instead of typing each one. This is part of your opening balances: the stock you had when you started.

Only the owner can import.

1. Get the template#

Go to Opening balances → Import products and tap Download the template. Open it in Excel or Google Sheets.

2. Fill it in#

One row per product and location: if a product is on two shelves, give it two rows with the same SKU (only the location, quantity and cost are read from the second row).

  • SKU and name for each product. A SKU you already have only adds stock to it.
  • Category: created for you if it's new.
  • Unit: one that exists, like pc, kg or bag.
  • Type (optional): the kind of product, like GROCERY or SPARE_PART. Empty means General.
  • Barcode (optional): must be unique in your shop and in the file.
  • Location, quantity and unit cost: what's on that shelf and what it cost you.

3. Check, then save#

  1. Choose the file (.xlsx or .csv, up to 2,000 rows) and the date the stock is "as of".
  2. Tap Check without saving. You'll see how many products and stock lines it found, the total value, and any problems by row number.
  3. Fix the problems in your sheet and check again. Nothing is saved while there are problems.
  4. When it's clean, tap Save.

Coming soon#

A template made for one kind of product (with that kind's own columns, like pack size or strength), and a products-only import on the Products page for adding many products without stock.