Importing from Excel
Bring your products, customers, suppliers, stock and old balances into UDS POS from a spreadsheet — checked row by row before anything is saved.
What you can import
Open Settings → Import data. You can bring in:
| What | What it holds | Import it |
|---|---|---|
| Products | Name, prices, unit, barcodes, category and brand. New categories and brands are made for you. Sizes and colours too, a row for each. | First |
| Customers | Name, phone, email, address and credit limit. | Any time |
| Suppliers | Name, contact person, phone and payment terms. | Any time |
| Opening stock | What each branch holds today, by item code or barcode. | After the products |
| Customer balances | What each customer owed before UDS POS. | After the customers |
| Supplier balances | What the shop owed each supplier. | After the suppliers |
Swipe the table sideways to see all of it.
How to import
- Choose what you are importing and press Download the template. It opens in Excel with the right columns.
- Fill in one row per item. Keep the column names exactly as they are.
- Save it as CSV UTF-8 — in Excel: File → Save As, then choose CSV UTF-8 (Comma delimited). This keeps Sinhala names and the rupee amounts exactly as typed.
- Back in UDS POS, press Upload a CSV file and choose the file.
- UDS POS checks every row and shows you a Preview: every row with a problem, and the first rows of the file.
- If there are problems, fix the file, then upload it again. When every row is right, press Import to save them all.
Products with sizes or colours
Give each size or colour a row of its own, with the same Name. Fill in Option 1 name (for example Size) and Option 1 value (M), and for a second option Option 2 name and Option 2 value (Colour, Red). A product can have up to 3 options.
Rows with the same name and options become one product, and each row one of its variants, with its own SKU, barcode and prices. The preview says what the file makes — for example "1 product, 12 variants" — and names any row that disagrees with another row of the same product.
The order matters
Import the Products before the Opening stock, because stock is matched to products by their code or barcode. In the same way, import Customers before Customer balances, and Suppliers before Supplier balances.
Good habits
- Do a small file first — ten products — to see how it goes. Then do the rest.
- Keep your spreadsheet. If a price was wrong, you can see where it came from.
- Recent imports at the bottom of the screen lists what was imported and when.
If a file will not go in and you cannot see why, send it to us on WhatsApp — see Getting help.