In order to prevent a failed import, you must make sure that your data is clean. This means that you must make sure that all data is valid and correct.
The file will fail to import if:
- The description is empty.
- Price is not a valid number, e.g 10, 10.00 (no currency symbol - £).
- VAT rate must be valid, e.g 25, 20, 17.5, 15, 5, 0 (with no % symbol).
- You will need to edit your data and remove any commas by using find and replace with a blank. This will ensure the correct alignment of your information and ensure your data conforms to CSV standard.
- It does not matter which order the information is provided in. When you import your data it will ask you to specify what each column is.
- It does not matter if you have any information missing we will just import what you give us.
- It is important to check that the information you've uploaded has been correctly imported. Commusoft will not take any responsibility for the content and quality of any imported data.
- The import may take a few minutes depending on the size of your file.
The excel spreadsheet can have the following columns as listed in the table below.
|Description*||This is a short description of the pricing item, e.g Boiler service||Make sure it is not blank|
|Unit price||The price of the pricing item||Must be a valid number with no currency e.g £ symbol|
|Tax||The tax on this item||Must be a valid VAT rate e.g 25, 20, 17.5, 15, 5, 0|