Importing Clients and Products
Save time by bulk importing your existing clients and products from CSV files.
Preparing Your CSV File
Before importing, prepare your data:
- Use a spreadsheet program (Excel, Google Sheets)
- Match the required column headers
- Clean up any formatting issues
- Save as CSV (UTF-8 encoding recommended)
Product Import Columns
Currently, TallySpark supports importing products. The following columns are available:
- name - Required
- description - Optional
- price - Required (numeric)
- unit - Optional (hour, item, etc.)
- sku - Optional
- tax_rate - Optional (percentage)
Running the Import
To import products:
- Go to Products in the main navigation
- Click the Import button (or use the dropdown menu)
- Upload your CSV file
- Map columns to TallySpark fields
- Preview the import
- Click Import
Handling Duplicates
The import process handles duplicates by:
- Checking for matching product names or SKUs
- Skipping duplicates by default
- Option to update existing records
Troubleshooting Imports
- File Won't Upload - Check file size and format
- Columns Not Mapping - Verify header names match
- Special Characters - Use UTF-8 encoding
- Dates Not Importing - Use YYYY-MM-DD format
After Importing
Review your imported data:
- Spot-check several records
- Fill in any missing information
- Update any incorrect data