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

Working with the Retail Imports team

The Retail Imports team can assist you with:

Before submitting your request, ensure you have properly prepared your files for import. Afterwards you can submit your import request to the Retail Imports team using the Speeder (Help) chat in Retail POS.

The import request workflow can only be initiated using the Help chat in Retail POS. This flow is not available in the help center chat. Learn more in the sections below.

Data is imported into your account in approximately 3 to 5 business days from your submission.

Import requests are handled on a first-come-first-served basis.

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 start with 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.

Submitting your import request

You can submit your import request to the Retail Imports team using the Speeder (Help) chat in Retail POS:

1. After preparing and saving your file, log in to Retail POS.
2. Click Help on the right side of the top menu.

3. In the popup, click Send us a message.

   

4. In the chat window, ask to "submit an import request" or enter a similar query to start the workflow.

   

5. When asked if you’re looking to submit an import request, click Yes.
6. Select the import request type:
   • Products: Import, update, or delete products or product-related fields (images, product categories, product codes), suppliers, etc.
   • Customers: Import, update, or delete customers or customer-related fields (Loyalty balances, store credit, etc).
   • Sales: Import historical sales or void sales.
   • Gift Cards: Import, update, or void gift cards.
   • Other: Other import requests that don’t fit into the above categories.
7. Enter a description of your request, providing any necessary details like fields to update, applicable locations, tax rates to apply, etc.
8. Add or drop your prepared import file into the chat window.

Repeat as needed for any additional import requests. Turnaround time is approximately 3 to 5 business days from your submission.

Communicating with the Retail Imports team

After you’ve submitted your request, you will receive an email once a ticket has been opened with the Retail Imports team. You can communicate with the Retail Imports team by email as needed.

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

Attachments

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