To switch from another accounting system, prepare a product spreadsheet with names, codes, product types, prices, and stock in separate columns. The video shows how to select a file and import range, and set rules for finding existing products. Before uploading, check the data format and make a copy of the database.
Preparing the file and matching fields
In the import settings, match the spreadsheet columns to Torgsoft fields and decide how to handle a product that is already in the catalog. First, test the import on a small sample, then check product cards, prices, photos, and stock. Run the full import after checking the matching rules.
Video contents
- 00:43 – Preparing the Excel file
- 01:20 – Configuring the macro
- 02:23 – Importing a product from Excel into the Torgsoft accounting program
- 02:45 – Import settings
- 04:32 – Selecting file(s) to import
- 04:48 – Selecting the import range
- 06:42 – Product search parameters
- 07:15 – General document import parameters
- 09:12 – Selecting program fields to match the fields in the import document
- 11:48 – What to do if the product type or manufacturer was not specified during import
- 13:23 – Importing a product with a photo
More details: Product import instructions
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