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Point of Sale Solution Back Office Items Import/Export

August 13, 2025

Description

How to add or edit many products, services, categories, modifiers, taxes, printers or suppliers at once in your inventory

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When you have a lot of items to edit or add at one time, consider the import/export option. Export an Excel spreadsheet of your existing inventory in Back Office to edit, then import the updates back into Back Office to upload your changes. You also have the option to use a template to add your items to a spreadsheet and upload that to create your inventory. 

1. Download your inventory or a template

You can download your current inventory to a spreadsheet to make adding or editing in bulk simpler. If you do not have any items in your inventory yet, you can download a template to work from first. 

To download your inventory to a spreadsheet
  1. In the Point of Sale Solution Back Office, select Basic Settings > Items.
  2. From the Import/Export tab, click Download stored data to download a copy of your current inventory. The first tab has definitions of the fields in the worksheets. The remaining tabs have your item details for any products, services, categories, modifiers, taxes, printers and suppliers you have.

    Item Management 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 download an inventory template
  1. In the Point of Sale Solution Back Office, select Basic Settings > Items.
  2. From the Import/Export tab, click Products template to download the template. The first tab has definitions of the fields in the worksheets. The remaining tabs have templates for the products, services, categories, modifiers, taxes, printers and suppliers detail you have.

    Products template download option
  3. Choose Save as to save a copy of the template for editing. 

2. Edit the spreadsheet

The downloaded inventory spreadsheet or template includes a tab for each item management option: categories, taxes, printers, products, services, modifiers, and suppliers. The first tab has definitions of the fields in the worksheets. When you open a downloaded spreadsheet, you will need to save it to your computer to enable editing. Once saved, you are ready to add or update your inventory. 

To edit your inventory spreadsheet
  1. Once the inventory file has been downloaded, open the file.
  2. Edit the spreadsheet as needed. The first tab indicates if a field is required.
  3. Save the changes and import the spreadsheet into the Back Office.

3. Import the spreadsheet

Once you've updated and saved your inventory spreadsheet, you are ready to import it to the Back Office. 

To import an inventory spreadsheet
  1. Click Choose file.
  2. Select the edited file to import.
  3. Click Upload.

    Item management - Basic Product Upload screen
  4. Click on each of the Item Management tabs to review the uploaded changes. If needed, correct the data.

    NOTE: If there are any errors listed, the file will not publish. The Line # column in the Item Management display will guide you to the exact line number on the worksheet that is causing the error.


    File uploaded successfully message
  5. If your data looks correct, click Publish to update your store data.
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