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Inventory

Import an Excel or CSV catalog

Use the template, map your columns, and review rows before importing.

  1. 1

    Start with the import template.

    Open the inventory import and choose “Download CSV Template”. Compare its headings with your existing catalog. If you work in Excel, save the prepared sheet as a CSV file.

  2. 2

    Upload or paste your CSV.

    Upload the file or paste the CSV text into the import screen. Match your column headings to the corresponding Dispenco fields.

  3. 3

    Review validation results.

    Check product names, prices, units, stock quantities, batch numbers, and expiry dates. Correct invalid rows and confirm which records are ready to import.

  4. 4

    Confirm and check your inventory.

    Confirm the import after reviewing the records. Open a few imported products and compare them with your source file before using them for live billing.

Keep a copy of your source file. Avoid importing the same catalog twice without checking for existing products.