Skip to main content (Press Enter)
Helcim Logo
Click here if you return to contents

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.

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.

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
Edit Existing Products
Adding a Variant to a Product

Was this article helpful?

Feedback submitted - Thank you!