I am shopping for a POS system & contemplating using SQUARE. I already HAVE all my inventory (various items - one of each..not an unlimited quantity) entered into excel spreadsheet(s). Rather than having to RE-ENTER all my inventory into the SQUARE system, is there a way to import from excel directly INTO the SQUARE system?
Hi @Rebecca4567 !
Yes, your Square item library can be exported and imported via excel. We actually do our monthly inventory with the spreadsheet, as it's easy to change, and a fairly quick process to export, update and import.
I suppose it would be theoretically possible to write a lookup to have the updating done automatically. It also might be possible to use the APIs. I'm going to tag @JTPets for some thought on this, as I think he is a true expert in this area.
Hope that helps. Please let me know if more questions.
John
For me I use Google sheets (well I did, I've got a node.js server app now) to connect to square and export all my data via api.
However for you, I would create 1 item in Square, then export the catalog to the xlsx export tool in the dashboard. Then use index and match or other formula to pull over your catalog data into the formatted xlsx and import it into Square.
If you are tech savvy I have a google apps script in my github with some examples of code I've used.
But in short, yes you can import your data from a spreadsheet directly into Square from the dashboard no code required
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