Prepare and review imported data
Treat importing as a review process. Names that look similar can still represent different items, pack sizes or units.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Prepare a clean file for the import flow shown in the relevant catalogue area. Keep a copy of the original.
- Review proposed matches, categories, units, prices and required fields before confirming the import.
- Inspect representative saved items and resolve incomplete rows before using the full collection for selling.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Import support depends on the specific screen and file format. Automated suggestions require human review; a five-minute estimate is not a guarantee.