Import Products

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You can easily import products you sell to customers into Monchilla so they can quickly be added to an invoice.

Format Your File

To import your products you need to put it into a format that Monchilla can understand. You can either use a free gmail account or you can use a spreadsheet application.

Desktop Spreadsheet Application

If you have a spreadsheet application like Microsoft Excel click to download the CSV Products TemplateThen remove the sample data and paste in your own.

Gmail (Google Docs)

If you don’t have a spreadsheet application you can use Gmail (from Google). Click to open the Gmail Products Template.

Note: If you don’t already have a Google account, you can get a free one at accounts.google.com.

Next, create an editable copy. Click File, then select Make a copy....

 

Enter a name for the file and click OK.

Now, in your copy of the spreadsheet, you can delete the sample data and paste in your existing records. CAUTION: Be careful not to delete or edit the column headings!

Export the Spreadsheet to .CSV Format

Once you have updated the spreadsheet entries, export the file. In the toolbar, click File, select Download as…, and select Comma separated values (.csv, current sheet).


The file is downloaded to your Downloads folder. The filename is the same as it is in your Google Drive. (Note: If you wish to save it to a different folder, locate the file within the Downloads folder, and move it to your desired folder.)

Import the File to Monchilla

Now, open your Monchilla account. To navigate to the Import page, hover over Settings, and then click Import.

On the Import page, click Skip this Step six times to get to Step 7: Import Products.

On the Step 7: Import Products page, click Select.

In the window that opens, select the .csv file you just exported, and click Open.

The selected filename will appear below. (Note: If you selected the wrong file, click the red X to remove it, then repeat the steps to select the correct file.) Then click Import Products.

If the import is successful, the page will load a message saying you have imported your data successfully, and will automatically redirect you to the Reports page.

If the import fails, you will receive an error message. Check your Google spreadsheet against the template to ensure the formatting is correct. If you make any changes to the spreadsheet, repeat the steps to export the file.

You can view your imported product list on the Products page. Hover over the Income tab, then click Products.

Your imported product list is shown.





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