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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 Products and Import / Export to view the available options.

Importing Data

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 Next

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 Next.

If this is your first-time uploading data in your Helcim Account you can download the Sample File to 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.

Exporting Data

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 Export.

Selecting 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.

Related Articles

An Overview of Helcim Products
Creating a New Product
Adding Images to Products
Adding Multiple New Products
Inventory Management Settings
Adding Modifying and Deleting Collections
Adding Editing and Deleting Product Categories
Adding Editing and Deleting Product Brands
Adding Products to a Brand
Editing Inventory for Existing Products
Editing Product Attributes
Advanced Options for Products
Using Wholesale Pricing
Edit Existing Products
Adding a Variant to a Product
Managing Product Add-Ons
Reordering Categories
Advanced Pricing for Wholesale or Buy Get Free Promos and Ranged Pricing

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