We have enhanced our import function to the import function on the products and services module. Now, you have the option to Update or Skip if the SKU is already in your Financio account.
1. Click on the Import Button and upload your excel template:
A pop-up screen will show you two options:
- Either to update existing product information if SKU matched. If you switch on the toggle of this option, all information provided in the excel will overwrite the existing information except for stock opening balance.
- Set selling and purchase price as 0, if the cells were empty.
As an example, you would like to update the existing product name from Milo to Milo New.
Import an excel template to overwrite the name from Milo to Milo New. Next, switch on the options to update the product information if SKU matched.
3) Click on Import. You can see the name information for Milo is updated to Milo New.