Upload CSV Files

How to Upload Data via CSV

You may bulk upload large amounts of data, including inventory items, staff, customers and more, through the CSV import feature.

A CSV (Comma Separated Values) file is a plain text file of a fairly simple structure that contains a list of data separated by commas. As an example, let’s say you have contact information in a CRM software that you’ve exported as a CSV file. If you opened the file in a plain text editor, like TextEdit on Mac or Notepad on Windows, you’d see something like this:

Name,Email,Phone Number,Address

John Smith,john@example.com,123-456-7890,123 Fake Street

David Jones,david@example.com,098-765-4321,321 Fake Avenue

That’s all a CSV file really is. They can be more complicated than this, can contain thousands of lines, more columns of data on each line, and long strings of text.

Important

The CSV import feature is only available via the web.

Uploading Your CSV File to Tillpoint

Log into your account from any web browser (Google Chrome, Firefox, Safari, etc.), followed by expanding the Inventory tab, followed by tapping on INVENTORY LIST to bring you to the page shown in the image below.

Tip

This guide uses the upload of items to inventory, however the same process may be used for Customers, Suppliers, and Staff.

Ideally you would have already created the category to which you‘re bulk uploading items. In the case of this guide, we‘ll be using the empty ‘Starters‘ category.

Tap on the Import CSV button, as highlighted in the image below.

You have the option to either create new items or override previously existing items.

To upload your file you can tap on the Choose File button, or simply drag-and-drop your CSV file to that location on the page.

The CSV will load and you’ll see a matrix that outlines the data columns that you’re trying to upload into the system.

Tip

This is the text inside the CSV file, which includes the headers that are set in an arbitrary order (highlighted in bold):
Code,Name,Short Description,Price,Default Cost,SKU
1001,Butternut Squash Soup,with ginger and creme fraiche,8.50,2.57,KSG933RAR
1002,Corn Soup,Chicken and corn soup with fresh corn and cream,7.95,1.22,KSG935RAR
1003,Fried Calamari with Sauce,Perfectly roasted calamari in a subtle sauce,8.95,1.78,KSG937RAR
1004,Garlic Bread,with lemon dressing,4.50,0.65,KSG939RAR
1005,Loch Duart Smoked Salmon,with cream cheese on rye bread,16.50,4.20,KSH100RAR

Fields are highlighted in red when the data you’re trying to upload is incompatible; for example, data entered into the Price and Default Cost columns as shown below must be strictly numeric - containing numbers only, which is why those fields at the top are highlighted.

Columns without titles assigned to them will show Not Assigned, as highlighted below. Tap here to assign the information contained within this column; you must assign titles to all columns before uploading the CSV.

In this case, I want to choose SKU as the information title as that’s the piece of information I want to upload.

Tip

The system will automatically detect which information belongs to which columns if the column titles are included in the CSV file. If columns do not match, you just have to select the column, as shown above.
If you have loaded a CSV which has column titles, the first row should be deleted by tapping the small X, as highlighted, before completing the upload. Otherwise, you’ll have an extra item that’s not part of your inventory.

You can set a default category for the items to be placed in, or choose categories for each item on the left-hand side, as highlighted.

Once the file is ready to import, tap on the Import button, as highlighted below.

Your items will now be uploaded into your inventory.