Skip to main content

Point of Sale Solution Back Office Online Products Import/Export

September 5, 2025

Description

How to create and edit online products in bulk in the Point of Sale Solution Back Office

What's in this article?

Software Plan: Pro
 

Extend your in-store sales to a new online storefront by copying over your product data in bulk to your Online Items in the Back Office — and have a shared inventory for products sold in person and online. When you complete an online sale, it will reflect one less unit from your overall shared inventory. 

Copying your products into a separate list for online sales allows you to price products differently online than in the store.  

Create and import online products in bulk

To create and import online products in bulk to the Back Office, you need to download your current in-store product data, download the online product template, copy the product data for the products you want to sell online to the template, and import the new online product file you created to the Back Office. 

To download your product data
  1. In the Point of Sale Solution Back Office, select Basic Settings > Items.
     Items under the Basic Settings tab of the navigation menu.
  2. From the Import/Export tab, select Download stored data to download a copy of your in-store product data.

    Download stored data button highlighted under the import/export tab of Item Management.
  3. From your browser download options, choose Save to save a copy of the download. 

    TIP! By saving a copy of the inventory prior to making your edits, you will have a back up version in case you need to restore the original inventory.

  4. Open the file and then choose Save As to save an editable version.

To download the online product template


  1. In the Point of Sale Solution Back Office, select Online > Items.


  2. From the Import/Export tab, select Download template to download a blank spreadsheet.
     
    Download template link on the Online Items Import/Export tab
  3.  From your browser download options, choose Save to save a copy of the download. 

    TIP! By saving a copy of the inventory prior to making your edits, you will have a backup version in case you need to restore the original inventory.

  4. Open the file and then choose Save As to save an editable version.

To copy product data to the online product template

  1. Open your stored product data spreadsheet and your online product template.
  2. Select the Categories tab on both files.
  3. For the categories of products you will sell online, copy and paste the category names from the Name column in the stored product spreadsheet to the Name column on the template. Repeat with the data in the Active and Deleted columns.
  4. (Optionally) Complete the Description detail.

    TIP! Be sure to save periodically to prevent loosing your progress.

    Name column filled in the template spreadsheet.
  5. Select the Products tab on both spreadsheets 
  6. For the products you will sell online, copy and paste the product names from the Product column in the stored product spreadsheet to the Product column on the template. Repeat with the data in the other red columns.
  7. For the Price column, either copy and paste the prices from the stored product spreadsheet, or enter new ones for online sales.
  8. (Optionally) Complete the Description and Price fields.

    Products tab highlighted in the template spreadsheet.
  9. Save your completed online product spreadsheet. 

To import the online product file to the Back Office

  1. In the Point of Sale Solution Back Office, select Online > Items.
  2. From the Import/Export tab, click Choose file.
     Choose file button highlighted under Import/Export of Online Product Management.
  3. Select the file of your online product data to import.
  4. Click Upload. 


  5. Click on each of the Bulk details upload tabs to review the uploaded data. A successfully uploaded file does not indicate there are no errors in the file. If there is an Error/Warning listed in either of the tabs, the file will not publish. The Line number column in the display will indicate the exact line number on the worksheet of the error. If you need to correct the file, click Clear, correct the file, save it, and reupload it. 

    Bulk details upload screen on Online Items Import/Export tab
  6. If there are no corrections needed, click Publish. 

Export and edit online products in bulk

Once your online product file has been imported to the Back Office, you can export it to make edits and upload it again. 

To export the online products file

  1. In the Point of Sale Solution Back Office, select Online > Items.
  2. From the Import/Export tab, click Download online products.

    the Download online products button on the Import/Export tab of Online Items
  3. From your browser download options, choose Save to save a copy of the file. By saving a copy of the file prior to making your edits, will will have a backup version in case you need to restore the original file.
  4. Open the file and then choose Save As to save an editable version.

To edit the online products file

  1. Once the online products file has been downloaded, open the file.
  2. Edit the spreadsheet as needed. The first tab indicates if a field is required. You can use the steps To download your product data to download in-store product information and copy and paste additional products into your online products file.
  3. Save the changes and upload the online products file into the Back Office.

To upload the online products file

  1. In the Import/Export tab, click Choose file.

    The Choose file button on the Import/Export tab of Online Items
  2. Select the edited file to upload.
  3. Click Upload.


  4. Click on each of the Bulk details upload tabs to review the uploaded data. A successfully uploaded file does not indicate there are no errors in the file. If there is an Error/Warning listed in either of the tabs, the file will not publish. The Line number column in the display will indicate the exact line number on the worksheet of the error. If you need to correct the file, click Clear, correct the file, save it, and reupload it.

    Bulk details upload screen on Online Items Import/Export tab
  5. If there are no corrections needed, click Publish.

Did you find this article helpful?