Import products, customers, stock or balances from Excel
Products → Import (or Contacts → Import): upload a CSV or Excel file, match your column headings to NegoBill's, check the preview, import. Rows that cannot be taken are listed with the reason; the rest go in.
You need: Product or Contact permission; a CSV or Excel file with one row per item
- Open Products (or Contacts) and press Import.
- Upload the file. NegoBill reads the first row as headings and matches them to its columns; fix any it guessed wrong.
- Check the preview of the first rows, then press Import. Files are taken in chunks; a progress line shows where it is.
- The result lists rows that were refused and why (a missing name, a bad price); fix those in the file and import only them again.
Works on: the web app.
Questions people ask
What columns does a product need?
Name and sale price at least. Optional: barcode, MRP, unit, GST rate, HSN, group, buying price, the models it fits.
Can I import what customers already owe me?
Yes: opening balances, a row per customer with the amount; they become dues settled like any bill.
Can I import the stock I have on day one?
Yes: an opening-stock file with product, quantity, buying price and batch.