Bulk import

Bulk import lets you create many items at once from a file, with a full preview and validation step so you catch errors before anything is saved.

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Add a screenshot here: the bulk-import preview showing the parsed rows in a table, with a duplicate-code row and an invalid-HSN row flagged with their row number and reason.

How to import

1. Download the template (optional but recommended) so your columns match.

2. Upload your file. The system reads it and shows a preview: as both a table and a detailed field-by-field view.

3. Review the validation. Each row is checked for:

   • Required fields
   • Unique product code within your organisation
   • HSN/SAC against the GST master
   • Valid classification

   Invalid rows are flagged with the row number and reason right in the preview.

4. Confirm. Only valid rows are committed (a partial import); invalid rows are skipped and reported, never partially saved.

After import

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Add a screenshot here: the post-import summary showing “committed vs. failed” counts with the download-error-report button.

A summary shows the counts of committed vs. failed rows, with a downloadable error report for the failures. The import event is recorded in the audit log (file name, counts, actor).

Good to know

• CSV files are accepted; unsupported types are rejected with a clear message.
• There’s a file-size limit for immediate processing; larger files run in the background with a visible progress indicator, so the screen never times out.
• Duplicate codes: within the file or against the existing catalogue, are handled (default: skip, with a reason).
• Imported items belong only to your organisation; an import can never write to another organisation’s data.