Sage Cloud Demat Invoicing

How can I import my existing products?

Want to quickly and easily add multiple products to your account? You can seamlessly import a product list via an Excel file (.xlsx or .xls).

Preparation

Gather all your product data in one file. Make sure each row represents a separate product and that the columns match the available fields.

How do you import your products?

  1. In the menu, go to Products.
  2. Click Import in the top right corner.
  3. Upload your Excel file with product data (.xlsx or .xls, max. 20 MB).
  4. Map the columns from your file to the correct fields.
  5. Check the preview of your data.
  6. Confirm and start the import.

Available columns

Column Required Description Example
title Yes The name of the product “Web design package Basic”
price Yes The selling price 150.00
excl_vat Yes Is the price excluding VAT? (1 = yes, 0 = no) 1
vat_percentage Yes The VAT percentage 21
supplier No Name of the supplier “Acme Supplies”
unit No Unit (see table below) “time_hour”
purchase_price No The purchase price 100.00
article_number No Article number or product code “WEB-001”

Valid values

Units (unit)

Value Description
pieces Pieces
time_hour Per hour
days Days
months Months
m Meter
m2 Square meter
m3 Cubic meter
km Kilometer
kg Kilogram
g Gram
l Liter
ton Ton
box Box
roll Roll

VAT percentages

For Belgium: 0, 6, 12, 21

Tips for a successful import

  • Use a period (.) as the decimal separator, not a comma
  • Leave empty cells blank for optional fields
  • Make sure your VAT percentages are valid for your country

Need help? Contact our support team - we are happy to assist!