Importing product information and data is easy with KORONA’s built-in File Importer. This page will go over all the minimum requirements to import certain information into KORONA POS. If you want to learn more about importing and what each category means, please visit our Data Exchange (Custom Data Imports) Page.
Note: Supported file types for importing are CSV and XLSX.
Click the links below to download our editable import sheet template:
The template provides information such as if the column is required or optional, and a brief description about what the column is for. Any optional columns you do not want to fill out can be left blank, and will simply be skipped over in the next step.
Importing the Template
Once you have filled out the template that you downloaded above, you are ready to import it into your KORONA account.
Navigate to Settings > Data Exchange. If you are importing an excel file, type “excel” in the text box in the top left and press “Add”. Now you should see an Excel and CSV option.
Select “Import” for your desired file type, and then leave the default “Custom CSV/Excel” and press confirm. Upload the file via the first option, and leave the “Format” file empty. Now you will be on the page to select what each column should be imported as into KORONA. Select the “Skip first line” checkbox near the top.
The template already has the Category and Field listed in the column header, separated by a dash. So, for example, Product – Product Code means you select Product for the category on the left, and Product Code for the field on the right. You can use the image below as reference. Once you have finished this step, press “Run Import” at the top.
Other Custom Imports
Importing Products
The minimum needed to import your products into KORONA successfully are:
- Product Name
- Commodity Group (Ie: Liquor or Candy)
- Product Retail Price (Customer’s Price)
This will be enough to import your products and will automatically assign the Sector, Product Number, and Organizational Unit to your products.
Importing Suppliers To Products
The minimum information needed to import suppliers into your products for KORONA are:
- Product Number / Code
- Supplier Name
- Supplier Item Number (Supplier’s SKU or 1 as a placeholder)
- Supplier Package Quantity (can be left blank and will default to 1)
- Supplier Item Price (Your Price)
*Note: If you need to import multiple suppliers for the same product, you will need to do multiple separate imports. (One import per supplier being added)
Importing Product UPC Codes
If you are importing UPC codes on a separate sheet, you will need either the:
- Product Number or Product Name
- Along with the UPC/Product Code assigned to that product.
FAQ: I am not familiar with Excel. Can KORONA import for me?
If you are not familiar with Excel or are not comfortable importing your own data, you can send the KORONA Support team your spreadsheet to import. Email imports@koronapos.com with the spreadsheet, what your business/account name is, and any extra details about the file. If your account is live and you are currently accepting transactions, our support team will guide you through the import and can make a format file for you to facilitate further imports at a later date.
FAQ: How long does an import take?
The KORONA Support team will always follow up via e-mail once your import is finished. Imports can take anywhere from 24-48 hours during the business week. We will respond to your original e-mail that you sent over with your CSV/Excel product document.
