Bulk import products from Excel or Tally

Use the Import Center to move your existing product list in under 5 minutes.

Getting started6 min readOpen feature
Bulk import products from Excel or Tally — screenshot of the feature
  1. 1

    Download the template

    Open Inventory → Import and pick 'Products'. Download the CSV template — it's pre-filled with the exact column names the importer expects.

  2. 2

    Fill the required columns

    SKU, Name, Unit, GST Rate, and Reorder Level are mandatory. Category, HSN, and Opening Stock are optional but strongly recommended.

    Tip: Leave SKU blank to let the system auto-generate one per row.
  3. 3

    Upload the file

    Drop the filled CSV back into the importer. A dry-run validates every row and shows exactly which ones will fail before anything is written.

  4. 4

    Review errors and re-upload

    Fix any red rows (duplicate SKUs, missing GST rate, bad units) in the CSV and upload again. The importer is idempotent — existing SKUs are updated, not duplicated.

  5. 5

    Confirm the import

    Click 'Commit'. The batch runs in the background and writes a job record you can reopen from the Import page later.

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