Supported File Format for Importing Data into Tradify

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Introduction

Tradify supports data import in CSV (Comma Separated Values) format. It can also accept .txt files, as long as they adhere to the CSV format, especially if generated by your supplier. When preparing your data for import, you only need to populate certain columns. The mandatory fields include the Item Code, Description, and Buy Price. If you're uncertain about the data format, please consult the reference table below for guidance.

 

Field

Description

Is Mandatory?

Rules

Item Code

Used as the unique identifier for the item in Tradify. May also be known as Product Code, SKU, PKU.

Yes

  • Limited to 100 characters
  • Can only be used once for each supplier

Description

Used to describe the item.

Yes

  • Limited to 200 characters

Unit of Measure

Used to describe the unit quantity (i.e - Each, Meter, Sq, etc).

No

  • The unit of measure name is limited to 5 characters

Buy Price

The cost for which you purchase the item for.

Yes

  • Must not contain the $ symbol

Category

Used to group similar items.

No

  • The category name is limited to 200 characters
  • Categories will automatically pull through from your .CSV file.

Sales Tax Rate

Default sales tax rate for the item.

No

  • Requires tax rate name, not tax rate %

Sales Account Code

Used to map items to your respective accounting package.

No

  • Only input numbers, do not input the account code name/description
  • QBO has the option to have or not

Purchase Tax Rate

Default purchase tax rate for the item.

No

  • Requires tax rate name, not tax rate %

Purchase Account Code

Used to map items to their respective account codes in the accounting package.

No

  • Only input numbers, do not input the account code name/description

Includes Tax

Set item to Tax Inclusive or Tax Exclusive.

No

  • Defaults to your tax settings
  • Input yes to set to Inclusive
  • Input no to set to Exclusive

Archived

Used to archive items which are not to be used or seen.

No

  • Disabled by default
  • Input yes to enabled

Standard

Represents the item sell price.

No

  • Leave blank if you want the system to auto calculate the sell price (based off the buy price + pricing level mark-up)
  • Enter retail price if you want to override mark-up and use your own pricing
  • Must be one or the other, cannot be both
  • Must not contain the $ symbol

Additional pricing levels

If you have additional pricing levels they will be listed as a column similar to "standard" above.

No

  • Leave blank if you want the system to auto calculate the sell price (based off the buy price + pricing level mark-up)
  • Enter retail price if you want to override mark-up and use your own pricing
  • Must be one or the other, cannot be both
  • Must not contain the $ symbol
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