How do I Create and Import a Product List for Vend using a Spreadsheet?

You can add your products into Vend individually, or you can import .csv .xlsx or .xls files to add your products to Vend in bulk. 

 

Before you start, you will need to have some information ready:

  • The names of your products, and the different versions, like sizes, colours, and flavours.

  • Retail prices of your products.

    • These are tax exclusive prices if your store displays prices exclusive of tax.

    • These are tax inclusive prices if your store displays prices inclusive of tax.

  • Any existing barcode numbers you have

  • The exact names of the taxes you have set up in Vend. Click here to learn how to set these up.

  • The names of all of the outlets you have set up in Vend if you are planning to set up inventory. For more information on how to set these up, click here.

  • If you are using Loyalty, the loyalty amount for any product you want to set to something other than your store’s default amount.


Vend Product Template

We recommend using our product template spreadsheet file to create your product list. Open this in Excel or use free spreadsheet software such as Google Docs or Open Office.

 

Adding your products

Once you downloaded the Vend template, you will need to add in your product information. Below is a glossary of all the different columns and there meaning. You can add your product information below each header.

Field Name What it's for
ID This is a number Vend generates as a unique ID for each product. Please don't change this, and leave the field blank when you're creating new products.
Name (Mandatory) The name of your product. You can have letters, numbers, and symbols in this field. Do not include #, $, or & symbols.
Handle

This is an ID for your product. Make sure it only has letters and numbers. You cannot have spaces or symbols in here.

You can also choose to leave this column blank and allow Vend to automatically generate unique handles for your new products. This will be a system generated unique code, so we only recommend doing this if you don't already use a pre-existing handle format.

SKU

The stock keeping unit for your product. You can scan or type the existing barcode number for your product here if you have one.

Otherwise, you can leave this column blank and Vend will automatically generate unique SKUs for your new products.

Every product must have a unique SKU. Make sure it only has letters and numbers. You cannot have spaces or symbols in here.

Supply Price

The supply price for your product, excluding tax. Don't include a currency sign, just put the number.

You should always include a supply price - if your product price fluctuates, you can specify the exact price for each order when you complete a stock order. 

Retail Price

The price you sell your product for. Don't include a currency sign, just put the number.

If you display the prices of your items including tax, this is the tax inclusive price.

If you display the prices of your items excluding tax, this is the tax exclusive price.

Tax_name INCLUSIVE ONLY

For tax-inclusive stores, this is the name of the tax rate you want to use for this product. Leave this blank or type 'default tax' to use the default tax for your store. It is not mandatory to type the name of your tax, e.g. GST, into this field if that is your default store tax.

If you want to use a different tax rate for this product, this needs to exactly match the name of the tax you have set up in Vend.

Important: Leaving the field blank will not overwrite existing data. If you want to update a rate to default tax, type 'Default Tax'.

Outlet_Tax_Your_Outlet_Name EXCLUSIVE ONLY

For tax-exclusive stores, this is the name of the tax rate you want to use for this product in this outlet. Type 'default tax' to use the default tax rate for that outlet, or specify the name of another tax rate you have set up in Vend.  Do not type the name of your tax, e.g. GST, into this field if that is your default tax for that outlet.

You need a column for each outlet. 

Important: Leaving the field blank will not overwrite existing data. If you want to update a rate to default tax, type 'Default Tax'.

Loyalty_value If you've got loyalty turned on , this sets the amount of loyalty earned for the product. Leave this blank if you want to use the default loyalty ratio you set, or type a number in here to set a custom value.
Composite_Handle If your product is a composite product, add the handle of the item that's a part of the product here. Don't forget to leave the first line of the composite product blank - this creates the composite product.
Composite_SKU Add the SKU of the item that is part of the composite product here. 
Composite_Quantity Add the quantity of the item that is a part of the composite product here. This can be a whole number or a decimal.
Variant_Option_One_Name The first category/option for variant product. For example 'Size' or 'Colour' or 'Flavour'. Follow the same guide for the Variant options 2 and 3.
Variant_Option_One_Value The value for the first variant category. For example 'Small' or 'Black' or 'Chocolate'. Follow the same guide for the Variant options 2 and 3.
Active Set this to 1 if you want the product to be available to be sold, or 0 if you don't. If you leave this blank, it will default to 'active' (available to be sold). 
Description The description of your product. This field can have letters, numbers, and symbols.
Type The high-level category this product belongs to. For example 'Clothing' or 'Accessories' or 'Services'.

Important: leaving this column blank will overwrite any existing types you have on these products. If you do not wish to replace these types, delete the column (along with the 'Type' header)
Tags Lower-level categories this product belongs to. For example: 'Casual; Cotton; Summer Range; Mens'. You can have as many of these as you want. Separate each tag with a semi colon ;

Important: leaving this column blank will overwrite any existing tags you have on these products. If you do not wish to replace these tags, delete the column (along with the 'Tag' header)
Brand_name The brand of your product. This can have letters, numbers, and symbols.
Supplier_name  The supplier of your product. If you have more than one supplier for the product, leave this blank. 
Supplier_code If your supplier has an order code for the product that you don't use for your SKU, add this here. You can set one for each variant.
Account_code Used for Xero integration. If you want sales of this product to post to an account other than your default sales account (set in the Xero integration settings), add the account code you'd like to post to here. Leave this blank if you don't use Xero, or want to post to the default account.
Account_code_purchase Used for Xero integration. If you want stock orders of this product to post to an account other than your default purchases account, add the account code you'd like to post to here. Leave it blank to use default or if you don't use Xero.
Track_inventory Set this to 1 if you want Vend to keep track of your inventory levels. If you want cost figures, you need to track inventory.
Reorder_point_{outlet_name} When you create a stock order, if you choose to autofill the order, we'll check to see if your current inventory is less than this number. If it is, we'll add the item to your stock order.
Restock_level_{outlet_name} If an item is added to an autofilled order, this is the quantity of the item that will be ordered (you can change this once it's added to the order if you want a different amount).

 

3. Adding Variant Products

When you set up variant products, the products have the same name and handle, but each has their own SKU. The first line (which also includes a variant option) needs to include all the information about that product family, such as type, tags, brand, supplier, description. More information on managing variants can be found here.

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4. Adding Composite Products

When you set up a composite product, you need to use the first line to create the product. This is where you need to specify the name, handle, SKU, price, tax, description and other information for the item.

The lines below this are where you add the composite handles and SKUs. These rows will have the same handle and SKU as the one creating the product. You do not need to specify pricing and other details in these lines. These products must already exist in Vend, or must also be created in the same spreadsheet file.

Composite products do not need any inventory information as their quantities are set by the component items. More information on composites can be found here.

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Importing your Product file

Once you have created your Vend product spreadsheet file, you'll need to import it into your store.

Vend's spreadsheet checker will look for some of the most common import errors in your file before it imports into your store.

How does it work?

When you choose to import or update products using a spreadsheet, your file will be put through our system so that Vend can run a quick check on your file. It will check for any formatting issues or errors such as column headings and mandatory fields and let you know if any of these errors are present in your file.

How do I do it?

To validate and import your product spreadsheet you must first navigate to Products -> Products in the sidebar and then select the Import button on the products page. Once here, follow the steps below:

1. Either drag and drop your file or click browse to search for and add the file.

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2. As soon as you place your file here, Vend will immediately perform a quick check to make sure your columns match. If the validation is successful move straight onto step 6. If Vend detects any errors you will be taken to the 'column matching' screen below:


3. At this stage, you'll be able to view any unmatched columns and fix them by selecting the correct column from the drop-down menu.

You'll also have the option to change the matching of any other columns or choose not to import a specific column.


4. Once you've matched all the columns correctly, click continue. If there are no further column errors during this step move straight onto step 6.

5. If any mandatory columns are missing from your file an error screen will appear. From here, you'll be able to view the missing column(s) and download a new version of your file to make sure the missing columns are added.

Once you've made the required changes, reimport your file by either dragging and dropping it into the Vend window or starting again from step 1.


6. Once successful, you will be taken to a confirmation screen. From here, click 'Continue with Import' to import the products into your store.


Warning screen:

You may also receive warnings before importing. If your spreadsheet contains duplicate SKU's for example, you may receive a warning message. If you receive a warning message, you will either be asked to 'Download CSV to Fix' if the error is preventing you from importing your file, or 'Continue Anyway'.

When the option to continue with the import is available it is usually because the missing information can be generated by Vend (i.e. SKU number). If your only option is to download the file to fix, you will need to do this and fix any identified errors before trying to upload the file again.

You can download the file to fix wither in a CSV format or in an XLSX format.

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Once you have created and imported your Product CSV, you will need to create a Stock Order CSV to import stock into your store. To find these steps, click here.