Import Products/Services

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Before importing your products/services, please ensure you have the relevant ledger accounts created in Zipi.

  1. Go to Company > Data

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  2. This takes you to the Data page

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  3. Click the Import/Export dropdown at the top right of your screen and click Import

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  4. Click Products/Services 

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  5. This will take you to the import wizard

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  6. You can import data from the following file types:
    • .csv
    • .txt
    • .tsv
  7. The data does not need to be in any particular order, you just need to ensure that you have one record per row
  8. Click Upload data from file to upload a file from your computer

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  9. Once you have uploaded your file, you will be asked to identify any rows with headers in the file

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    • Zipi will identify the first row as the header by default, if that is the case, you can click Yes and proceed to the next step

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    • If your header row is different, you can click Select another row

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      • This will allow you to select another row as the header row by clicking the radio button next to the row

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      • Once you have selected the row, click Confirm to proceed to the next step

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    • If you have no headers, click No header row to proceed to the next step

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  10. The next step is to match the columns in your file to the available options in Zipi

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    Note: Zipi only has the following 4 columns:
    - Name
    -Description
    - Price
    -Ledger Account
  11. You will see each column from your file represented as a table in this step

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    Note: This table will only preview the first three rows of your file. 
  12. You will now match your columns to one of the columns in Zipi. To do that click the Lookup Matching Columns dropdown 

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  13. Now choose the Zipi column from the dropdown

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  14. The Confirm mapping button will allow you to save these mappings for future imports, meaning Zipi will remember that Product/Service Name column in your file maps to the Name column in Zipi

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  15. Repeat for all your columns
  16. If you have any columns that don't match the Zipi columns, you can ignore them in this step by clicking Ignore this column

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  17. You will need to match the ledger accounts from your file to the ledger accounts in Zipi

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  18. You can do that by selecting a ledger account from the dropdown

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  19. Once you have mapped your columns, click Review to move to the next step

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  20. The next step allows you to review and if needed, modify your data

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  21. As you can see, this file was missing some data that can be added in this step
  22. Once the data has been added, click Continue

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  23. You will be asked to confirm your submission, click Yes

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  24. Next, click Ok

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  25. You will now see your file on the Data page with the Prepared status

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  26. Click Start Import to import the products to Zipi

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  27. You will see a success message at the bottom of your screen

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  28. Once the file is imported, the status will update to Imported 

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  29. Go to Company > Finance > Services/Products

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  30. You will see the imported products/services on the Services/Products page

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