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Import Category

Sample sheet contains demo data for reference. Have data only in the sheets which are to be imported and delete information in the other sheets. For example, if we are configuring Taxes, Categories and Items, delete information in other sheets. After filling the required details, save and close the XL.

Each item belongs to a category. Choose a generic name for the category. For example Toys, Fruits, Vegetables, Breakfast, Dinner, etc. 

Step 1: Go to Upload/Import Files in the main menu.

Step 2: Click View Sample to download the sample upload XL.

Step 3: In the view sample, go to Categories sheet. 

Step 4: Fill the following columns:

  • Name : Unique and generic name for the category to which the items belong. For example Toys, Fruits, Vegetables, Breakfast, Dinner, etc.

Note: Columns names marked with RED colour in View Sample XL sheet are mandatory fields.

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