Point of Sale Solution Back Office Online Products Import/Export

July 27, 2026

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.

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This video covers how to import your online product file in your Point of Sales Solution Back Office.
To 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 to the template, and import the new online product file you created to the Back Office.
To download a copy of your current in-store product data, click Basic Settings in the menu, then Items. From the Import Export tab, click Download store data to download a copy of your existing in-store inventory and save it to your computer.
To download the online product template, click Online in the menu, then Items. From the Import Export tab, click Download template to download the blank spreadsheet and save it to your computer.
To copy your in-store product data, to the online product template, open both save spreadsheets.
Select the Categories tab on both spreadsheets. Copy the data from the Name column of the In-store Product Spreadsheet and paste it into the Name column of the Online Product Spreadsheet.
Repeat the same with the Active and Deleted columns. Columns in red are mandatory while black are optional. After completing Categories, select the Products tab in both spreadsheets.
Copy the data from the Product Name column of the In-store Product Spreadsheet and paste it into the Product column of the Online Product Spreadsheet. Repeat the same with Category, Active and Deleted columns. Columns in red are mandatory while black are optional.
In the Price column, you can either copy the prices from the In-store Product Spreadsheet or enter new ones for online sales. After saving and renaming your completed Online Product Spreadsheet, return to the Back Office.
To import your new online product file, click Online from the menu, then Items. From the Import Export tab, click Choose file.
Select the file from the completed template, then click Upload. If there are no corrections needed, click Publish.
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Create and import online products in bulk

To create and import online products in bulk to the Back Office, do the following steps: 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 then import the new online product file you created to the Back Office.

1. Download your product data

In the Point of Sale Solution Back Office, select Basic Settings > Items.
From the Import/Export tab, select Download stored data to download a copy of your in-store product data.
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.
Open the file and then choose Save As to save an editable version.

3. Copy product data to the online product template

Open your stored product data spreadsheet and your online product template.
Select the Categories tab on both files.
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.
(Optionally) Complete the Description detail.
TIP! Be sure to save periodically to prevent loosing your progress.
Select the Products tab on both spreadsheets
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.
For the Price column, either copy and paste the prices from the stored product spreadsheet, or enter new ones for online sales.
(Optionally) Complete the Description and Price fields.
Save your completed online product spreadsheet.

4. Import the online product file to the Back Office

In the Point of Sale Solution Back Office, select Online > Items.
From the Import/Export tab, click Choose file.
Select the file of your online product data to import.
Click Upload.
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.
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 upload the online products file

In the Import/Export tab, click Choose file.
Select the edited file to upload.
Click Upload.
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.
If there are no corrections needed, click Publish.