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.
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.
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.
Click on the export option you want; a confirmation message will appear on the right-hand side of your screen and the data will be downloaded to your device.