This article shows you how to format an Excel spreadsheet correctly and upload it to XSite to import items in bulk so you can add many items quickly and accurately and ensure they appear correctly in the system and at the POS.

Before you begin

Before you start, make sure:

• You have access to Price Book and Items in XSite.
• You are using Microsoft Excel or a compatible spreadsheet program.
• You have department and subdepartment IDs ready.
• Bulloch sites know to omit the last digit of the UPC.

Steps

1. Open a new Excel spreadsheet.
2. Rename the worksheet to items.
3. Set column A as PLU.
4. Set column B as UPC.
   1. For Bulloch sites, remove the last digit of the UPC.
5. Set column C as Part Number.
6. Set column D as Description.
7. Set column E as Supplier Name.
8. Set column F as Department ID Number.
9. Set column G as Subdepartment ID Number.
10. Set column H as Department Description.
11. Set column I as Price.
    1. Enter numbers only in the Price column.
12. Set column J as Unit of Order.
    1. Enter EA for each or CT for carton.
13. Set column K as Case Size.
14. Set column L as Cost.
    1. Enter numbers only in the Cost column.
15. Set column M as Deposit.
    1. Enter 0 if no deposit applies.
16. Set column N as Tax.
    1. Enter 0 for no tax, 1 for TAX1, 2 for TAX2, or 3 for both.
17. Check that there are no commas anywhere in the file.
18. Save the spreadsheet.
19. In XSite, go to [Settings].
20. Click [Tools].
21. Find the row labeled Import prices from Excel file.
22. Select the department the items belong to.
23. Drag the Excel file into the upload box that appears.

Tips & Warnings

• The worksheet name must be items or the import will fail.
• Commas create extra columns and will break the import.
• Required columns must be present even if values are blank.
• Review a few imported items after uploading.
• Sync after importing so items appear at the POS.
• Here is an example of a properly formatted spreadsheet:
  • https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11190/3813429/1707234961896-1677082551970-ItemsTemplate.xlsx