Importing and Exporting Products
You can quickly import and export product information on your products, product variants, and inventory from your Helcim Account.
To get started click on
Import / Export to view the available options.
You can now select from this list of import or export options.
Begin by selecting the type of data you want to import from the menu on the right-hand side of your screen.
Next, select the
Import Type and click on
QuickBooks Desktop is only available as an Import Type for Products. If you’re importing data on Product Variants or Inventory, it needs to be in a CSV file.
You can now click on
Browse to find the file you want to upload. Once it has been added click on
If this is your first-time uploading data in your Helcim Account you can download the
Sample Fileto reference how the data needs to be formatted.
Review the data that will be uploaded to your account and click
Confirm if everything is correct. If you want to make any changes or edit the file, you can click on
Back to return to the previous page.
A confirmation message will appear letting you know the data upload was successful.
Begin by selecting the type of data you want to export from the menu on the right-hand side of your screen.
Next, click on the export option you want.
QuickBooks Desktop is only available as an Export Type for Products. If you are exporting data on Product Variants or Inventory, it will be in a CSV file.
You are now able to enter a date range to export your product information from. Selecting a date range will export only the products that have been modified within that date range. For example, if you uploaded 500 products a year ago and edited 20 of them last week, selecting a date range of the past week will export only the 20 products you edited. Once you have specified the date range, click on
Clear will allow you to export all the product data. Finally, enter the email address you want the report sent to.
A confirmation message will appear on the right-hand side of your screen and the data will be downloaded to your device.
If you are importing and exporting products to QuickBooks, please note that for the data to be properly read and understood by QuickBooks, you need to ensure that you import your data from QuickBooks to Helcim, then export your changes from Helcim to QuickBooks or QuickBooks will be unable to recognize the changes and additions to data. For example: A product created in Helcim's Product Manager cannot be exported into QuickBooks, but a product created in QuickBooks can be exported into Helcim where you can then edit and update the product information before exporting the product profile back into QuickBooks.