Import Items

Created by Naquiya Badri, Modified on Sun, 31 Aug at 4:56 AM by Naquiya Badri

In Zhylar, importing items lets you quickly add your complete product or service catalogue. This includes item names, descriptions, prices, tax details, and units of measurement. You can import from external sources like spreadsheets or CSV files into a centralised inventory. This streamlines sales processes, ensures accuracy, and makes it easier for your team to create quotes, orders, and invoices.

Importing Leads is a quick way to add leads in bulk whilst avoiding any errors.

Importing Items to Zhylar Platform

Log in to Zhylar
Go to Left-hand navigation panel
Click on Items

The Items list view will open.
From the top-right hand corner, click ⋮ 3 dots beside Filters

Select Import Items.
You will be taken to a new page.
Upload a file in .xlsx format with the details of your leads.

If file is not ready, Download Template File from the right-hand corner.

Fill out the data in the filed provided.
All fields marked in * are mandatory.

Once done, upload this file back in the space provided.
Click Import Items.
Your Items will be added to the system.

From here, click on Go to Item Master to go to the Items module.
The imported item will be reflected in the Item List View.
In case there is an error with the file upload, simply click Replace File and try again.

Once your Items have been imported, you can now proceed. Read about how to navigate through the Items module at Zhylar.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!