FixTech Help Center
For owners

Products, stock balances and importing CSV from Excel

Create inventory items and import a product list with opening stock balances from a UTF-8 CSV file.

Create inventory items and import a product list with opening stock balances from a UTF-8 CSV file.

Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.

Before you begin

  • Sign in to the appropriate workspace and check the establishment name at the top of the page.
  • Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
  • If an option is missing, check your plan and your role's permissions.

Setup steps

  1. Get the template. Download “Excel (CSV)” from the selected establishment's inventory. XLS and XLSX files cannot be imported directly.
  2. Fill in the spreadsheet. Keep the column headings, check product names, units, stock balances and purchase prices, and remove duplicates.
  3. Save as CSV. Use UTF-8 encoding and a semicolon or comma separator. The file must be no larger than 3 MB.
  4. Upload the file. Select “Import CSV”. Columns are recognized by their headings; matching product names update existing items in the current establishment.
  5. Check the result. If errors occur, open the list first: some rows may already have been saved. Do not blindly repeat the entire import.
Inventory and stock balances
Inventory and stock balances: use the section names as a guide; values in your account may differ.

Check the result

Check quantities, units, stock balance signs and prices. Assign categories in product details; they are not imported from CSV. This file is not a complete inventory backup.

Troubleshooting

  • Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
  • Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
  • Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.

Next steps

Inventory categories and display modesGroup inventory items and choose a flat list, tables, collapsed categories or folders.Stocktakes and transfersCheck physical stock, record discrepancies and transfer products between storage locations.Inventory movements and Food CostTrace every stock change and verify a dish's cost using the current recipe card.Purchases and suppliersTrack deliveries, purchase prices, suppliers and goods received into stock.

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