{"id":1209,"date":"2023-04-13T17:17:54","date_gmt":"2023-04-13T14:17:54","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-a-group-of-products-services\/"},"modified":"2025-09-11T16:25:47","modified_gmt":"2025-09-11T13:25:47","slug":"importing-a-group-of-products","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-a-group-of-products\/","title":{"rendered":"Importing a group of products\/services"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Akaunting makes importing and managing groups of products or services easy. Track how they are performing with <a href=\"https:\/\/akaunting.com\/apps\/sales-metrics\" rel=\"noreferrer noopener\" target=\"_blank\">Sales Metric<\/a> for informed decisions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You need the <a href=\"https:\/\/akaunting.com\/apps\/inventory\" target=\"_blank\" rel=\"noreferrer noopener\">Inventory App<\/a> to add a group of products\/services. See how to <code><a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/installing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Install<\/a><\/code> or <code><a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/purchasing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Purchase<\/a><\/code> an app on Akaunting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Importing a group of products\/services:<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13174031\/import-group.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Inventory<\/strong> on the <strong>Navigation menu<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Groups <\/strong>from the expanded menu options.<\/li>\n\n\n\n<li>On the Groups page, click <strong>Import<\/strong> or the ellipses icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> at the top left corner.<\/li>\n\n\n\n<li>Select <strong>Import<\/strong> from the ellipses dropdown options.<\/li>\n\n\n\n<li>On the Import Groups page, <strong>Download<\/strong> the sample file and fill in the provided fields.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Items<\/strong> tab, you can enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Type<\/strong>: Product, Service, or Other.<\/li>\n\n\n\n<li>Description<\/li>\n\n\n\n<li>Sale Price<\/li>\n\n\n\n<li>Purchase price<\/li>\n\n\n\n<li>Category name<\/li>\n\n\n\n<li>Enabled: Enter <strong>TRUE<\/strong> to enable the Product\/Service.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"657\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171951\/image-6-1-1024x657.png\" alt=\"Importing a group of products\" class=\"wp-image-1211\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171951\/image-6-1-1024x657.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171951\/image-6-1-300x192.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171951\/image-6-1-768x493.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171951\/image-6-1-1536x985.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171951\/image-6-1-2048x1314.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Warehouses <\/strong>tab, you can enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Item name<\/li>\n\n\n\n<li>Total stock<\/li>\n\n\n\n<li>Opening stock<\/li>\n\n\n\n<li>Reorder level<\/li>\n\n\n\n<li><strong>Warehouse name<\/strong>: If you have more than one warehouse, you can specify it here.<\/li>\n\n\n\n<li>Default warehouse: If you have multiple warehouses, you can select the default here by entering TRUE or FALSE.<\/li>\n\n\n\n<li>SKU<\/li>\n\n\n\n<li>Unit<\/li>\n\n\n\n<li><strong>Returnable<\/strong>: If the product\/service isn&#8217;t returnable, specify it here.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"654\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172055\/image-7-1-1024x654.png\" alt=\"Warehouse data - Importing a group of products\" class=\"wp-image-1212\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172055\/image-7-1-1024x654.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172055\/image-7-1-300x192.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172055\/image-7-1-768x490.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172055\/image-7-1-1536x981.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172055\/image-7-1-2048x1308.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Items Group <\/strong>tab, you can enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name of Group<\/li>\n\n\n\n<li>Description<\/li>\n\n\n\n<li>Category Name<\/li>\n\n\n\n<li>Enabled: TRUE or FALSE<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"852\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172206\/image-8-1-1024x852.png\" alt=\"Item groups - Importing a group of products\" class=\"wp-image-1213\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172206\/image-8-1-1024x852.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172206\/image-8-1-300x250.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172206\/image-8-1-768x639.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172206\/image-8-1-1536x1278.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172206\/image-8-1.png 1620w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Item Group Items <\/strong>tab, you can enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Item Name<\/li>\n\n\n\n<li>Item Group Name<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1001\" height=\"1024\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172348\/image-9-1-1001x1024.png\" alt=\"Item group items - importing products\/services\" class=\"wp-image-1214\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172348\/image-9-1-1001x1024.png 1001w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172348\/image-9-1-293x300.png 293w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172348\/image-9-1-768x786.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172348\/image-9-1-16x16.png 16w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172348\/image-9-1-50x50.png 50w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172348\/image-9-1.png 1302w\" sizes=\"auto, (max-width: 1001px) 100vw, 1001px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Item Group Options <\/strong>tab, you can enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Item Group Name<\/li>\n\n\n\n<li>Option Name<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"839\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172448\/image-10-1-1024x839.png\" alt=\"Item group options - importing items\" class=\"wp-image-1215\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172448\/image-10-1-1024x839.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172448\/image-10-1-300x246.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172448\/image-10-1-768x629.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172448\/image-10-1-1536x1258.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172448\/image-10-1.png 1646w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Item Group Option Values <\/strong>tab, you can enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Item Name<\/li>\n\n\n\n<li>Option Name<\/li>\n\n\n\n<li>Option Value Name<\/li>\n\n\n\n<li>Item Group Name<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"659\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172600\/image-11-1-1024x659.png\" alt=\"Item Group Option Values tab\" class=\"wp-image-1216\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172600\/image-11-1-1024x659.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172600\/image-11-1-300x193.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172600\/image-11-1-768x494.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172600\/image-11-1-1536x989.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13172600\/image-11-1-2048x1319.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Ensure to have a consistent <strong>Item name<\/strong> in all tabs.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save<\/strong> the file as <strong>XLS<\/strong> or <strong>XLSX<\/strong>.<\/li>\n\n\n\n<li>Upload your file to Akaunting.<\/li>\n\n\n\n<li>Click <strong>Import <\/strong>and wait for a few seconds. This may vary depending on the size of the data.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Akaunting makes importing and managing groups of products or services easy. Track how they are performing with Sales Metric for informed decisions. You need the Inventory App to add a group of products\/services. See how to Install or Purchase an app on Akaunting. Importing a group of products\/services: In the Items tab, you can enter [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13,"menu_order":9,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1209","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1209"}],"version-history":[{"count":5,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1209\/revisions"}],"predecessor-version":[{"id":1572,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1209\/revisions\/1572"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/13"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1209"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}