Products Import

Download Template: Products Template.xlsx

The products import can be completed by going to “My Office -> Data Imports” and uploading under the Products section, or by sending the spreadsheet directly to [e-mail].

Column Headers	Notes	Required?
Category	A division of products regarded as having particular shared characteristics.	Yes
Product Name	If you are syncing with QuickBooks: -All Names must be unique. -Must be under the QuickBooks Desktop 100 Character Limit	Yes
Related Products	Products that relate to this specific product. The products listed must exist in Service Fusion in order for this to work. ***If you are adding more than 1, you must put the additional related products on a new line.	No
Is Active	Yes (default) / No	No
Is Inventory	Yes (default) / No	No
Long Description		No
SKU	A stock keeping unit (SKU) is a product and service identification code for a store or product.	No
Type	A category of things having common characteristics.	No
Model Number	An identifier of a product given by its manufacturer.	No
Part Number	A part number (often abbreviated PN, P/N, part no., or part #) is an identifier of a particular part design used in a particular industry.	No
Unit Cost	The amount your company purchased the item for.	No
Unit Price	The amount charged to the customer.	No
Unit Weight		No
Member Price	Price for customers with a Service Agreement. Customer must have "Service Agreement?" set to "Yes" in their profile.	No
Media URL	Link to site with product information on it	No
Pays Commission	Yes/No	No
Fixed Commission		No
Percentage Commission		No
Pays Bonus	Yes/No	No
Fixed Bonus		No
Percentage Bonus		No
Pays Hours	An employee would receive credit in hours on their payroll report for this product.	No
Purchase Description	This is what will be included on purchase orders	No
Primary Vendor	Vendor must exist inside Service Fusion. This list can be found in My Office > Vendor Management.	No
Primary Vendor Purchase Price	Cost your company to purchase product from Vendor	No
Secondary Vendor	Vendor must exist inside Service Fusion. This list can be found in My Office > Vendor Management.	No
Secondary Vendor Purchase Price	Cost your company to purchase product from Vendor	No
Tertiary Vendor	Vendor must exist inside Service Fusion. This list can be found in My Office > Vendor Management.	No
Tertiary Vendor Purchase Price	Cost your company to purchase product from Vendor	No
Reorder Quantity	The quantity typically used for reorders when the product runs low on stock (For Inventory Products only)	No
Reorder Point Across Warehouses	Stock level of product across warehouses below which the product is flagged as "low stock" (For Inventory Products only)	No
Reorder Point Per Warehouse	Stock level of product per warehouse below which the product is flagged as "low stock" (For Inventory Products only)	No