Product records can only be imported via CSV for users who have Tradebox set as their stock control method. If you're using an accounts package as your stock control, you should import your products from either Sage or Xero.
Tradebox requires a specific CSV format to import product records, an example of which is attached to this article.
The file contains the following fields:
|Description||Text||Whiteboard - Drywipe|
|Quantity In Stock||Number||100|
|Product Type||Number||0 (stock), 1 (non-stock)|
|Sales Price (Gross)||Number||20.00|
|Manufacturer's Part No.||Text||AB123|
|Long Description||Text||Long Description|
|Sales Price (Net)||Number||16.67|
|Fulfilment Method||Text||Direct, Dropship, Just in Time|
|Remove From Sale Level||Text||1|
*Default Tradebox tax codes: 1 Zero Rated; 2 Standard Rated (currently 20%); 3 EU B2B Sales; 4 Non Vatable; 5 Reduced Rate (currently 5%).
The file must contain all columns, but only SKU and Description are mandatory, the others can be left blank. If Tax Code is not populated, Tradebox will assume all products use the default tax rate you specified in the initial set up process. If you have a mixture of tax codes across your products, you should ensure the Tax Code column is populated in order for Tradebox to be able to calculate the tax rate correctly.
Importing the File
Once you've created the CSV you want to import, make sure that it is closed down.
In Products click on the Actions menu and then choose Import Products.
Set the Source dropdown to File.
There are two additional options available here:
Update Existing Records: If you already have products in Tradebox but some of the details have changed, this will update them using the information provided in your file.
Update Quantities: If your file contains a stock level, Tradebox can update this as well. Update Existing Records must be ticked for this option to become available.
The rest of the options only apply to imports from your accounts package, and aren't relevant to this process.
The next screen will ask you to browse to your file, which you can do using the icon. Once you've found and selected your file, click OK to start the import.
Product Mappings and Uploading Stock
If your online SKUs are an exact match to the products you've imported from the CSV, then product mapping will take place automatically. If your online SKUs are different, then you may wish to import a product mapping file to get these in place prior to orders being downloaded.
If you're intending to upload stock levels from Tradebox back to your marketplaces, you will need to ensure that product mappings are in place first of all, as well as some other additional steps, which are all explained in our guide to uploading stock.