How to import products in OkiOki

With the introduction of the product catalogue in OkiOki, it is of course also important that you can fill that product list with the products and/or services that you offer as an entrepreneur.

For this we have provided a module at OkiOki with which you can easily import your products. We also recommend using the Excel template provided by OkiOki to prepare your product list for import.

How do you proceed?

The next steps are explained in detail below.

1. Download the Excel template, including the explanation and overview of the VAT codes, and fill it in with the details of your products/services.
2. Upload the completed Excel template and check the mapping of the columns with the fields of the product list.
3. Import the product list and correct errors in the annotated Excel file if necessary.

1. Download the Excel template and fill it with the details of your products/services

To download the Excel template, from the products list (Menu > Products) click on the import button at the top right.

You will then be taken to the upload page and you can download the Excel template by clicking on: "via the Excel template".

When you open the Excel template you will see that there are multiple worksheets.

The most important worksheet is called " Template" . This is the worksheet where you can add your products to import. The overview of the fields in this worksheet can be found below.

Before you get started with that, you might want to take a moment to look at two other worksheets:

"Explanation" contains all information about the fields used in the template.

" Overview VAT codes " contains all the information needed to fill in the VAT rate code in the template. For the majority of users, that VAT rate code will contain the standard (S) code and VAT percentages. However, if your company falls under specific VAT rules, you should make sure to add the correct VAT rate codes. The field 'Country code' is also mandatory to fill in with your VAT codes, because your input can be validated based on that.

Overview of the fields

Which fields can you fill in the template. Below is an overview with an explanation. The fields marked with an (*) are mandatory and must always be filled in.

For some fields there is a predefined list of possible 'values'. The data you enter here should come from the predefined list.

2. Upload your products list and check the column mapping.

Once you have prepared the product list you can upload it. Drag the file onto the page or choose the link to select the file from your file system.

Once your file has been uploaded, you can also delete it again via the "trash can" icon.

Adjust the mapping of the fields, you can do this for each individual field by clicking on "Click to add" (see screenshot). Then choose from the pop-up the corresponding field from your Excel file.

If you made a mistake, you can choose to edit (pen icon) or delete (trash icon) by hovering your mouse cursor over the linked column header.

3. Import the product list and correct errors in the annotated Excel file if necessary.

Once you have adjusted the mapping you will see a status message at the bottom indicating that you can perform the import.

Please note: the option to overwrite existing data is 'on' by default.

Once you click on the 'Import' button, your list will be imported after validating the data.

If there is a validation error, it will be displayed on the screen.

You can then choose to download the Excel file, annotated with the errors. The incorrect fields and error messages are also marked in red in the Excel.

You can make the necessary changes in this Excel file and then re-upload the Excel file (by deleting the original file via the trash can icon and uploading this document).

When no more errors are found, all products will be imported and you will be returned to the product list.