The attached template can be used to import simple products into MicroBiz Cloud v2.0. A simple product is a physical item with a simple SKU and is the most basic form of all products. A simple product can be sold individually, or under grouped, bundle, or configurable/matrix products.
To import data into MicroBiz Cloud, download the attached CSV file, enter or cut/paste information from your vendor or current POS system into the spreadsheet and then import as a CSV into MicroBiz Cloud using the file import wizard (see Settings>Imports). If you need additional help, review the article titles Importing Simple Products via CSV File.
Important: Do not modify the template in any way, such as adding/deleting columns, changing the column headings, or changing the format from CSV.
The following chart provides more information on the import fields:
| Field | Required Y/N | Default Values | Allowed Values | Max Length | Notes |
| Product Name | Y | ascii DEC 32-126 | 225 | Primary name for the product that will appear on receipts and invoices. | |
| SKU | Y* | [0-9][A-z] | 50 | SKU values are required and must be unique (unless its a 'Prompt for Price Item - see below). Numeric values recommended. Length of 16 characters or less recommended. | |
| Style | N | ascii DEC 32-126 | 100 | Secondary ID or description of the product. | |
| Vendor Name | N | ascii DEC 32-126 | 50 | If the Vendor does not exist in MicroBiz, it will be added automatically or the record rejected depending on settings | |
| Brand | N | ascii DEC 32-126 | 50 | If Brand does not exist in MicroBiz, it will be added automatically or the record rejected depending on settings | |
| Main Category | N | ascii DEC 32-126 | 50 | First level category. If a Category does not exist in MicroBiz, it will be added automatically or the record rejected depending on settings | |
| Sub Category | N | ascii DEC 32-126 | 50 | Second level category. If a Category does not exist in MicroBiz, it will be added automatically or the record rejected depending on settings | |
| Product Class | N | ascii DEC 32-126 | 50 | Third level category. If a Category does not exist in MicroBiz, it will be added automatically or the record rejected depending on settings | |
| Product SubClass | N | ascii DEC 32-126 | 50 | Forth level category. If a Category does not exist in MicroBiz, it will be added automatically or the record rejected depending on settings | |
| Prompt for Price | N | Yes/No | Defaults to 'No' if no value entered. If 'Yes' entered, will activate Prompt for Price checkbox in Settings Tab and SKU field in template can be left blank. Important: If imported as Yes, setting cannot be changed back to No. You will need to delete existing product and create a replacement product. | ||
| Replacement Cost | N | 0.00 | 0-99999999.99 | The current cost of the product. | |
| Average Cost | N | 0-99999999.99 | If no avg cost is included, the avg cost will default to the replacement cost | ||
| Price | Y | 0-99999999.99 | Current retail price of the product. Cannot be less than hundredths. | ||
| MSRP | N | 0-99999999.99 | Manufacturer suggested retail price | ||
| MAP | N | 0-99999999.99 | Minimum advertised price | ||
| Special Price | N | 0-99999999.99 | Current sale or promo price of the product. The system will use the import date as the start date of Special Price with no end date by default. | ||
| Product Tax Class | N | ascii DEC 32-126 | 150 | If Product Tax Class does not exist it will be added or the record rejected depending on settings | |
| UPC | N | [0-9] | 50 | Searchable alternate ID | |
| Alternate SKU | N | [0-9],[A-z],'-' | 100 | Searchable alternate ID | |
| Product ID | N | [0-9],[A-z],'-','\','/' | 100 | Searchable alternate ID | |
| Item Number | N | [0-9] | 50 | Searchable alternate ID | |
| Bin Location | N | ascii DEC 32-126 | Note: This field is currently non-functional, so imported values will not be displayed | ||
| Storage Location | N | ascii DEC 32-126 | Note: This field is currently non-functional so imported values will not be displayed | ||
| Reorder Quantity | N | 0-9999999 | |||
| Reorder Level | N | 0-9999999 | |||
| Vendor Minimum Quantity | N | 0-9999999 | |||
| Vendor Discontinued | N | No | Yes/No | Will default to 'No' if no value imported | |
| Status | N | Active | Active/Disabled | Will default to 'Active' if no value imported | |
| Allow Fractions | N | No | Yes/No | This is the import field for the 'Sell in Fractional Quantities?' setting. Will default to 'No' if no value imported | |
| Allow Discounts | N | Yes | Yes/No | Will default to 'Yes' if no value imported | |
| Allow Returns | N | Yes | Yes/No | Will default to 'Yes' if no value imported | |
| Image Path | N | No | path and file name | Allows jpeg, jpg, png files to be uploaded to the product with a valid URL from a third party server hosting the images | |
Special Price Begin Date | N | YYYY-MM-DD | Start date for sale or promotional price entered in the Special Price field. The date must be entered in this format. | ||
Special Price End Date | N | YYYY-MM-DD | End date for sale or promotional price entered in the Special Price field. The date must be entered in this format. | ||
| Product Note | N | ascii DEC 32-126 | Any notes needed to be shown as an additional information for the product record |