How do I import items from an Excel spreadsheet?
Keeping Your POS Updated with XSite
Written by Michael Cook
Updated at February 6th, 2024
Introduction
XSite allows you to efficiently add items directly from an Excel spreadsheet. To ensure a seamless import process and avoid errors or incorrect data entry, it's critical to adhere to the specific formatting guidelines outlined below.
Spreadsheet Format Requirements
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Sheet Name: The worksheet containing your items must be named ‘items’.
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Column Formatting: Each column in your spreadsheet must be organized as follows to match XSite's import structure:
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Column A: PLU
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Column B: UPC. Important: For Bulloch sites, omit the last digit.
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Column C: Part Number
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Column D: Description
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Column E: Supplier Name
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Column F: Department ID Number
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Column G: Subdepartment ID Number
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Column H: Department Description
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Column I: Price (Ensure to input numbers only)
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Column J: Unit of Order (Use 'EA' for each, 'CT' for carton)
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Column K: Case Size
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Column L: Cost (Numbers only)
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Column M: Deposit (Input numbers only; if no deposit is required, enter 0)
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Column N: Tax (Enter 0 for no taxes, 1 for TAX1, 2 for TAX2, 3 for both TAX1 and TAX2)
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Column A: PLU
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Important Considerations:
- Commas: Ensure there are no commas within any part of the file, as they will be interpreted as additional columns and could disrupt the import process.
- Here is an example of a properly formatted spreadsheet: