Import

Import

In this training, you will learn how to import your data into FranPOS which makes it easier to set up your company.

  • Settings >> Import/Export >> Import

On this page, you will see sections for the following tabs: 

1. INVENTORY - Import your invetory database 

2. SERVICES - Import your service database 

3. CUSTOMER & EMPLOYEES - Import your customers and employees database 

4. OTHER - Import other data 

5 AUDIT LOG - Audit logs of imports 




For each data category, you can download an import template in any of these formats:


- XLSX
- XLS
- CSV

When you have your file filled with data to import, you can click on "select files..." to begin the import process.

Each section also contains a location-selector to choose additional locations to import data into (if your profile has multi-location access).



Additionally, the Product and Service sections give you toggles to alter the behavior of your import. For example, if you want to import a product spreadsheet without affecting price or stock quantity, you can toggle off those fields to prevent them from being overridden with new data.

 

Video Tutorial 


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