Importing your data 4/4: Inventory

Learn by watching

Watch this video on how to import your single-line data such as inventory items, or read on below. Importing your data

Step-by-step instructions

You can import items using the import button in the top right corner of the items sheet.

Your item CSV file must be structured as follows:

• Each row in your file must represent one item.
• Columns that are drop-downs (such as Revenue Account, Revenue Tax Rate, Expense Account, Purchase Tax Rate, Track Inventory) must use the exact spelling in Wafeq. For example, if you have a revenue account called “Gross Revenue” in Wafeq, in your import file you must use the exact, case-sensitive spelling.
• Wafeq will not automatically create drop-down values that don’t exist. For example, if the account Gross Revenue does not exist in your Chart of Accounts, Wafeq will not automatically create it when you import it.