Spreadsheets for
Bulk Imports

Learn how to create and save inventory list spreadsheets for bulk import into BackOffice.

Table of Contents

Create the Spreadsheet

Begin the process of importing inventory by downloading the basic or advanced template and entering your items. For step-by-step help filling out the template, visit our Bulk Management article.

  1. Open the file using spreadsheet software.

    Microsoft Excel, Google Sheets, or Apache OpenOffice are recommended. When opening the template spreadsheet in one of these programs, make sure you select comma separated if prompted in a box similar to the below image (Apache OpenOffice shown below).

    Click to Enlarge
  2. Enter product information in the spreadsheet.
    Click to Enlarge

Save the Spreadsheet

Follow the relevant section below to learn how to save your completed spreadsheet based on the spreadsheet software you are using. All steps are the same whether you have a Mac or PC.

After saving the spreadsheet, follow the steps here to import it to BackOffice using Bulk Management.

Microsoft Excel

Save your spreadsheet in .csv format when using Excel.

  1. Click 'File', then 'Save As'.
  2. Click the 'File Format' dropdown and select 'Comma Separated Values (.csv)', then 'Save'.
    Click to Enlarge

Google Sheets

Sheets autosaves the spreadsheet as it is being worked on. Download a copy to your hard drive for upload.

  1. Click 'File', then 'Download as'. Choose 'Comma-separated values'.
  2. An export of your inventory list will appear on the hard drive.

Apache OpenOffice

Save your spreadsheet in .csv (comma-separated values) format for upload.

  1. Click 'File', then 'Save As'.
  2. Click the 'File type' drop down, select 'Text CSV (.csv)', then 'Save'.
  3. If the format prompt appears, click 'Keep Current Format'.
  4. Confirm the character set 'Unicode (UTF-8)' and click 'OK'.

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