To import items into SimplBooks, you need to prepare a CSV file containing the necessary data. Below is a description of the fields that can be imported, including whether each field is required or optional.

After entering the required data into the file, save it using the “Save As” option and choose the format “CSV (Comma delimited) (*.csv).” Do not open the saved file before importing it into SimplBooks, as this may corrupt the formatting!

You can read more about items from this guide. 

Important If item codes begin with zeros, it is very important to make sure that these zeros are preserved during the import process. As a best practice, we recommend avoiding leading zeros in item codes altogether.

Tip An important tip for updating existing data
If you need to update item data (VAT types, price), export the items to an Excel file (select “Document MS Excel” in the export options), make the necessary modifications, save it in CSV format and import it back.

• Code
• Name
• Unit

• Description
• EAN
• Quantity
• Unit purchase price
• Price containes VAT (yes/no) – yes = the sale price includes VAT, no = the sale price does not include VAT
• Warehouse item – yes = warehouse item, no = service item
• Sales price calculation – fixed = fixed price, percent = markup percentage (make sure to write it with a lowercase letter at the beginning) !
• Sales price or margin – if a fixed price is selected, the final price is entered here, if margin is selected, the margin percentage is entered here as a number (without the % sign).
• Sales Revenue account
• Cost account – for warehouse items, you must specify the warehouse account (from the 16xx series) here
• Active – yes = item is active, no = item is inactive
• VAT class on sales – you must enter the VAT class ID or the exact name of the VAT class
• VAT class on purchase – you must enter the VAT class ID or the exact name of the VAT class

Select the file from your computer or drag it into the import window and click Import.

Here you need to define the associations between the file columns and the program’s data fields. The connections are already selected in the picture. Until the connection is not selected, the text “Choose target field” will appear above the column.

Once all the necessary connections are marked, click Import or Import and Save as template (if you know you will be importing articles in the future).

At the end of the import, you will be informed about how many rows were imported and whether the import of all rows was successful.

You can read the guide on importing the initial inventory here: Entering initial inventory.

If you have any additional questions, please write to us at support@simplbooks.ee