How to Import Products via file [Step-by-step Guide]

The most effective way to add products to techOMS is by using the import feature. This guide walks you through the process.

WARNING: If techOMS is not set as your Account's Master Product Source, we recommend importing or making changes directly in your Master Product Channel instead.



Otherwise, be aware that imported data:

• Will propagate to your non-master channels.
  
  
• Will not sync back to your designated Master Product Channel.
• May be overwritten during future synchronizations from the Master Product Channel.

Proceed with caution. For details, see: Understanding the techOMS Master Product Source [Information].

WARNING: Each file can contain up to 10,000 records. Going over this will cause data issues.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

 

NOTE: The system supports comma (,), semicolon (;), and tab as delimiters. The only supported quotation mark character is double quote (").

 

To import products:

1. Click Products from the left menu under the Inventory section.

2. Press Maintenance.

3. Click on Import Products.

4. Click on the Files field and select the file.

5. Press Import Products.

techOMS will import the valid Products and skip those with errors. When the process finishes, a popup will display the operation results. Example: 3 entries were processed, 2 successfully and 1 with error.

NOTE: You can download the canonical template file in the techOMS Canonical Import Files [Information] article.



Alternatively, you can export your current product catalog as detailed in How to Export Products as a CSV file [Step-by-step guide] and use that export as your template. The file includes read-only Profit and Margin columns; as these columns are calculated, they are automatically ignored during import.



Product imports support the optional Product Category field. In the Product Import Template, the Product Category column appears immediately after Currency. When you update an existing Product, leaving Product Category blank keeps the Product's current Category unchanged. For more information con the Category field, see: How to Edit a Product [Step-by-Step Guide].

WARNING: Existing Products cannot be converted to non-inventory items via import. Changing the Non-Inventory or Bundle flag for an existing product will cause an error. These attributes can only be set when creating the product.



If the Bundle column is set to True, the system will automatically ignore the Track By Lot Number configuration and reset it to False. Bundles cannot be tracked by lot number in techOMS.



techOMS will display an error message describing the issue. Duplicate checking is based on the SKU Code and is case-insensitive. To prevent conflicts, techOMS automatically trims any leading or trailing whitespace from the imported values. If there is a duplicate during import or product creation, the system will display an error message describing the issue. 

 

WARNING: When importing products, ensure the Description field does not exceed 4096 characters. If a description exceeds this limit, techOMS will not automatically truncate it; instead, it will skip the record and log a validation error in the import results..