The import request form is for import requests only. For other inquiries, contact Support via chat or phone.

Import requests allow you to work with the Retail Imports team to upload bulk products, customers, suppliers, Loyalty and On account balances, and more. You can import products in bulk yourself using a spreadsheet or use the Retail Imports team to complete this task for you.

Working with the Retail Imports team

The Retail Imports team can assist you with:

Each ticket is handled on a first-come-first-served basis. Turnaround time is approximately 5 to 7 business days from your ticket submission.

Communication with the Retail Imports Team is only available through email. There are no direct phone lines or callbacks. If you have any questions, reply to the ticket you created and a Retail Imports team member will respond as soon as possible.

Preparing your import file

Before submitting your request, ensure you have properly prepared your files for import.

1. Follow the links in the Working with the Retail Imports team section above to format your import files so they're compatible with Retail POS. You can also use one of these pre-formatted templates:
   • Template - Product Import
   • Template - Image Import
   • Template - Customer Import
2. Prepare your files in XLSX (recommended) or CSV by either:
   • Updating the column headers on an existing spreadsheet to match the import template column headers (must be an exact match), or
   • Copying and pasting your data into the appropriate columns in a template file.

     You can reorder the columns and delete ones you’re not using, but all column headers must match those found in the import template, unless otherwise instructed. You can’t import custom fields. Certain columns may use a default value if left blank.

3. Fill out all required fields, ensuring they’re unique for each product or line (for example, unique UPCs), unless otherwise instructed.
4. Save your file in XLSX or CSV format. You can use Google Sheets or Excel to prepare your import, then Download / Export as .xlsx or .csv when ready.
5. After you create your import spreadsheet, scan the document for errors that can cause the import to fail:
   • • Your file must be in XLSX or CSV format.
     • Column headers must match those found in the import template and ensure all required fields are filled out.
     • Erase cells with N/A so that they have a blank field.

   • Ensure all required fields are filled out and unique for each item/line (ex. unique UPCs).

     • Remove special characters, like™,☺,©, etc.
     • Remove duplicate commas and punctuation in unusual places, like before a value.
     • Fix rows that extend into other columns.
     • Erase cells with N/A so the field is blank, unless otherwise instructed.

   • Change cells with scientific number formatting (4.001E+11) to regular integers (40010000000).

     To do this in Excel:

     1. Select the column with the scientific numbers.
     2. Click Format > Cells.
     3. Change Category to Number.
     4. Set Decimal places to 0.
     5. Click OK.
6. Fill out the import request form. When ready to submit the form to the Retail Imports team, click Submit.

Attachments

• Retail (X-Series) product import template.csv705 Bytes
• Image Import.csv36 Bytes
• Customer Import.csv34 Bytes