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      Importing and Exporting Products
      • 12 Nov 2024
      • 2 Minutes to read
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      Importing and Exporting Products

      • Updated on 12 Nov 2024
      • 2 Minutes to read
      • Print
      Article summary

      You can quickly import and export product information on your products, product variants, and inventory from your Helcim Account. This is an efficient way to add several products to the catalog at once.

      To get started click on Products from the All Tools button. 

      Access Helcim inventory and product management sectionThen select Import / Export to view the available options.Import and export Helcim inventory and products
      You can now select from this list of import or export options.
      Import product to HelcimImporting Data

      Sample File
      If this is your first time importing data into Helcim, we recommend downloading the sample file to reference how the data needs to be formatted. This can be found in the Import > CSV File page, as shown below. If formatting does not match the sample file, it will not upload correctly. 


      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.

      Note: Products, Inventory, and Variants must be uploaded separately.

      Select import data type to Helcim

      Click Next to find the recommended Sample File. Click on the download icon in the top right hand corner. 

      Upload CSV file to Helcim to import products

      On the sample, clear the examples provided in the sheet. Do not delete the header rows. Copy and paste your columns into the sample file.

      Once done, save your CSV file, and return to the Product Import screen. 

      Save CSV file after upload CSV file to Helcim product management

      Select Browse to select the CSV file for upload and click Next to review the data.

      Confirm the data is correct and click Confirm to complete the upload. A confirmation message will indicate a successful upload.

      products imported successfully notification

      Exporting Data

      Begin by selecting the type of data you want to export from the menu on the right-hand side of your screen.

      Next, click on the export option you want.

      Exporting product data from Helcim inventory management

      QuickBooks Desktop

      With QuickBooks depreciating their QuickBooks Desktop service, we will no longer be supporting the desktop data sync integration, effective immediately. The QuickBooks Online integration will continue to be available. Click here to learn about our QuickBooks Online integration.

      You are now able to enter a date range to export your product information from. Selecting a date range will export only the products that have been modified within that date range. For example, if you uploaded 500 products a year ago and edited 20 of them last week, selecting a date range of the past week will export only the 20 products you edited. Once you have specified the date range, click on Export.

      Selecting Clear will allow you to export all the product data. Finally, enter the email address you want the report sent to.

      A confirmation message will appear on the right-hand side of your screen and the data will be downloaded to your device.

      products exported to Helcim successfully


      Quickbooks Import/Export

      If you are importing and exporting products to QuickBooks, please note that for the data to be properly read and understood by QuickBooks, you need to ensure that you import your data from QuickBooks to Helcim, then export your changes from Helcim to QuickBooks or QuickBooks will be unable to recognize the changes and additions to data. For example: A product created in Helcim's Product Manager cannot be exported into QuickBooks, but a product created in QuickBooks can be exported into Helcim where you can then edit and update the product information before exporting the product profile back into QuickBooks.



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