Can I import and/or export sales items?

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

The import functionality in Yuki can be used to bulk import or update sales items from a price list.

The export functionality in Yuki can be used for bulk export of sales items from a price list. If required, the data in the export file can be changed and then imported back into the same price list in Yuki. In this way, sales item data in this price list can be updated in bulk.

Hover your mouse over the Sales icon in the navigation bar and then click on Price lists.

In the now-opened screen, click on the description of the price list into which you want to import sales items or from which you want to export sales items.

The following screen is opened:

Click on the button with the three dots and then select Import or Export from the now-opened menu.

For a detailed description of importing and/or exporting sales items, see article Import and/or export sales items (via price list).