Import and export

Where: the Import / Export button on Products, Items, Item categories, Units, Suppliers and Stock on hand · Who: owner, branch manager

One mechanism, not a screen per list. Export writes the same columns the import reads, so a file exported, edited in Excel and imported again is the round trip a shop actually does.

Starting from scratch

1. Press Import / Export on the list you want to fill.
2. Download the template — a CSV with the right headings and nothing else.
3. Fill it in Excel and save as CSV.
4. Preview it.
5. If it reads right, Import.

Preview first, always

Nothing is written until you press Import. The preview tells you, before anything moves:

• how many rows would be created
• how many would be updated
• every row that is wrong — the row number, the column and the reason

Fix the file and preview again. There is no penalty for previewing.

The import is one transaction

A file with a bad row on line 400 leaves your data exactly as it was. There is no half-finished import to unpick.

It matches on the code, not the name

A match updates that row. No match creates it. A match on something you had deleted brings it back, with its history still attached — a supplier comes back with its purchases, a retired item comes back to the ledger that still points at it.

An import never deletes. Removing a line from the file removes nothing from Sellify.

Products carry their variants

One CSV row per variant, grouped by the product code. So:

SKU        Product   Variant      Price
SHIRT-01   Shirt     Red / Small   1200
SHIRT-01   Shirt     Red / Large   1400

is two lines of one product. A row whose product has no variant columns is the single "Regular" variant every simple product already carries.

Opening stock

Imported per branch, and it lands on the stock ledger as an opening stock movement like every other — never written straight into the balance.

Importing the same item twice adjusts to the new figure, it does not add to it. So a count you re-import after a correction gives you the corrected figure, not double.

Exporting

The same button. Everything the list is showing, in the import's own columns. Use it to:

• hand your accountant a price list
• edit a hundred prices in Excel and put them back
• take your data with you. Leaving is never held over you.

If a row will not import

The order that works from empty: units → item categories → suppliers → items → products → opening stock.