1. Kladana
  2. Inventory Management
  3. Inventory Import & Export

Items Import from Excel

We recommend you practice importing with our sample file before you import your own file. This will help you to understand what the import is like and feel confident when uploading your own file.

  1. In the Kladana workspace, select Inventory → Products and Services.
  2. Click Import and in the drop-down list, select Import from Excel.
  3. In the opened window, click Excel-file sample.
  4. When a sample file downloads to your computer, drag-and-drop it to the upload area.
  5. Ensure that the header columns match the required fields to import the file correctly.
  6. Select the company and warehouse to store your products.
  7. Click Start Import.

You can check the import results in the Products and Services section.

How to prepare the file for simple import

How to prepare the file for import with images

How to prepare the file for import with variants

Prepare your file for import

Simple import

If you need to import products without product variants, folders, images, or packaging. 

UUID - the code assigned by Kladana to the product. This field is filled in only for products that are already in Kladana.

Type - position type: Product, Service, Variant

SKU - Internal code for tracking in the system. If some of the product names in your table are not unique, your file should contain the SKU column.

Name - Name of the product or service (required field)

Supplier code - This is an external code that was generated by the manufacturer or supplier

HSN/SAC - unique code of product group which is standardized by compliance

UOM - Unit of measurement

You may fill out the price fields later in Kladana. In Kladana you will be also able to create different prices for sales and purchases. 

Price: Sale price - the price at which you sell the product or service. It will be added to the sales transactions.

Currency - you should use a short currency name that is already used in the system

Purchase Price - the price at which you buy the product or service. It will be added to the purchase transactions.

Reorder Point - minimum stock amount. At this number of products user will get a notification and the system can create a based on its purchase order. 

Then you can add barcode numbers.

Description - here you can add a product or service description. 

Minimum Price - this is the minimum sale price

Country - this country of production

Tax rate - tax rate that will appear in transactions with this product. It should be just a number without “%”

Supplier - you can add a product supplier and Kladana will add it to the system.

Stock - number of products you have

! If you need to add products and services with existing stock, you should fill the column Stock. 

Import with images

Steps to import products with pictures:

  1. Download images to any file storage such as Google Disk
  2. Share access to the file with the link and give access to “Anyone with the link”
  3. Open the image in the next tab (use the right-click and shift button) and copy the link of it. 
  4. Add the link to the Image column. 

If you need to add several images to one product, add links and separate them with “;”.

Import with variants

Steps to import products with variants:

  1. Use a sample file which you can find in the import section
  2. Add product variant in the next line after the line with the product and in column "Type" write "Variant"
  3. You should field the SKU number for each variant
  4. You don't need to fill columns with Supplier code and HSN/SAC
  5. Add Sales prices for variants
  6. The necessary field is Product variant, you should add there the SKU of the product. 
  7. Then for the variant attribute, you should edit columns with the name Attribute, for example, Attribute: size, Attribute: color. You can add additional columns with attributes if needed.
  8. Then you need to fill this column with the necessary attributes according to each variant. For example, for column Attribute: size - Small, Medium, Large. This attribute will appear as a variant. 

Import your file

Only when you’ve prepared your file the right way, it is ready to be imported to Kladana. If your file is greater than 10 MB, split it into two parts and upload them in turn.

  1. In the Kladana workspace, select Inventory → Products and Services.
  2. Click Import and in the drop-down list, select Import from Excel.
  3. Choose the file in the XLS or CSV format or drag and drop it to the upload area.
  4. Ensure that data in the uploaded columns match the data type in the drop-down lists above them.
  5. If you don’t want any column to import, in the drop-down list above this column, select Do not upload.
  6. Select the company and warehouse to store your products.
  7. Click Start Import.

The time required to complete import depends on the number of items in the products list. When the import finishes, you’ll get a notification.