To import data into your Finqu account, follow these steps.
Go to Settings > CSV transfer.
Click on the Start new import button.
Click Add a file button.
Select the files to import from your device.
Data can be exported out of Finqu via the paths shown in the table below 👇
After that, you can download the chosen data from Settings > CSV transfer.
From where to export
Products > Actions > Data export
Products > Product groups > Actions > Data export
Products > Inventory > Export
Sales > Export
Customers > Export
Tips for editing CSV-files
A CSV file contains different types of ID numbers. For example, a product CSV has product_id, manufacturer_id, tax_id, etc. The IDs identify the data. For instance, product_id is different for each product.
If you update data with a CSV file, first export the data you want to edit out of the system. Then you can change the file and finally import them back using the same file. The ID numbers in the file should not be changed because they are used to assign the changes to the products.
If you create new products, you can set any unique identifier in the id field. Usually, a workable solution is to put numbers like 1, 2, 3, etc...
If you are updating data using CSV, it is good to understand that empty fields will clear the data in the system. For example, if a product CSV has a blank name field, the name will be deleted from the product (see image below).
Example: If the name field is empty, the information is removed from the system.
CSV delimiter and decimal separators
A comma separates CSV columns.
Decimals in figures (e.g., in prices or weights) are separated by periods.
Column delimiters are not visible when editing the file in Excel or Google Sheets. However, problems might be caused by separators. In such cases, looking at the file in a simple text editor, for example, VSCode, where you can see the data in a text format, may be helpful.
Example: columns are separated by commas and decimals by dots.
In CSV import, the column headers must be correct. You will find a section at the bottom of this article where you can download template files. The first line of these files contains the correct column titles.
Product images can be imported by adding the image's URL to your CSV file. CSV import downloads the image from the URL and saves a copy on Finqu's server. Images cannot be imported in a compressed zip file.
Start with small files
If you have never imported data via CSV, try importing with a small file first. You can create a test CSV with, say, only one product. Once you have imported the CSV, you can check that all the data was entered correctly into the system. It is safer to continue importing with larger data when you can be sure that the structure of your CSV file is correct.
Below you can download example files to see how CSV files should be formatted.