Integrations
Paystack, Gmail, Outlook, bank feeds, WooCommerce and more.
Developers
Bring your lists in from a spreadsheet, not by hand
Download a template, fill it in, upload it and review the result before anything is saved.
Import a file
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Open an import screen
Use the import or bulk upload option in the module you are filling, for example Inventory for products.
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Download the template
Each import has its own template. Download it from the screen so the columns are current.
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Fill it in
Keep the header row. Do not rename columns. The Help Center has a column guide for each import.
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Upload
Upload the file. The limit is 10 MB.
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Read the result
Simplebks checks every row and reports problems with the reason, so you can correct the file and upload again.
Import types
These are the bulk import types in Simplebks today.
| Import | Use it to |
|---|---|
| Inventory import | Create products, raw materials and opening stock |
| Inventory bulk update | Change existing products in bulk |
| Service bulk upload | Create services |
| Transaction bulk import | Bring in past sales and other transactions |
| Contact bulk upload | Create customers and suppliers |
| Entity bulk update | Change existing contacts in bulk |
| Recipe bulk create | Create production recipes |
| Invoice bulk create | Create invoices |
| Purchase order bulk create | Create purchase orders |
| Gift card bulk create | Create gift cards |
Product template columns
From the product template. Download the current template from the screen before you start.
name,type,sku,barcode,description,category,brand,size,color,variantClass1,variantClass2,variantClass3,measurementUnit,sellingPrice,wholesalePrice,buyingPrice,quantity,location,locationSellingPrice,locationWholesalePrice,imageUrl,supplier,tags,season,reorderLevel,tracksLots,expiryDate,expiryReminderDays,isBundle,components,tax_class,tax_vat_rate_percent,tax_wht_rate_percent,uomBaseUnit,uomSecondaryUnit,uomConversionFactor,uomSecondarySellingPrice,uomSecondaryBuyingPriceContact template columns
firstName,lastName,email,phone,company,website,address,address2,city,state,zip,country,description,role,vat_number,tax_numberExport a copy of your business data
Owners and admins can prepare a secure package of the business records.
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Choose the period
Go to Settings, then Data export. The period applies to dated records and reports. Products, contacts and other master lists stay complete. The exact data-as-at time is recorded when preparation begins.
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Confirm your password
Each export action asks you to confirm your account password first.
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Wait for it to finish
A progress bar shows the job. You can cancel it while it runs.
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Download from the history
The export history shows who requested and downloaded each package, its size and the date it is available until. An expired package can be regenerated.
What is in the package
A ZIP with a workbook (including a Data Dictionary and Reconciliation Checks), the raw CSV files, a document manifest, an Export Issues sheet that lists any record that could not be exported and why, and a manifest with checksums. Secrets, tokens and attachment file paths are never included. Packages are encrypted while stored, and owners and admins get a security email when one is requested or downloaded.
Who can export
- Owners and admins can export by default.
- An accountant can export only when the business has expressly granted that authority through client consent and access policy. Ordinary accountant access does not include it.
- The export is a download for you to keep. There is no public API for it.
Limits and known issues
- Files are limited to 10 MB.
- Some columns apply only to features on a higher plan, such as secondary units, lots or locations.
- Separate several tags with a semicolon, for example BAG;WALLET.
Not supported yet
- A public API to create products, contacts or invoices.
- Scheduled imports from a file location.
- Scheduled or API-triggered exports.
FAQ
What file types can I upload?
Use the template from the import screen. It tells you which formats that import accepts.
Is there a size limit?
Yes. Files are limited to 10 MB.
What happens to a row with a problem?
It is reported with the reason, so you can correct the file and upload again.
Can I import past sales?
Yes. The transaction bulk import brings in past sales and other transactions.
Start free and import your first list.