How To Import Items

To import Inventory Items to your Library, first login to the Portal. Click Items in the Navigation Menu, and then click Library from the Items expanded menu. Once you are on the Library Screen, scroll to the very bottom of the table. You will see three options for importing or exporting data. To import items to the Library, click Import Library CSV. This will cause the Import Pop-up to appear. On the pop-up, click the Choose File Button to find the file on your computer that you wish to import.

Once you have selected the file you wish to import, press the Import Button in the pop-up. This will begin the import task and show a message in the pop-up saying, “Your task has been submitted. Wait while the task completes, or select ‘Done’ to close this message.” If you would like to continue using the Portal, or start a different import elsewhere, press Done. You can always check on the progress of the import on the Tasks Page.

If the file you are importing is relatively large and taking longer than one minute to upload, the pop-up will change and tell you that it is taking longer than expected. You can either click Continue Waiting and continue to wait for the import to complete on this screen, or you may click Check Back Later to dismiss the pop-up and continue using the Portal. You can check the progress of the import on the Tasks Page at any time.

If you wait on the Library Page for the import to finish, you will see the Import Complete message on the Import Pop-up. To dismiss the pop-up, press OK.

Before Importing

The quickest and easiest way to import Items is to export a CSV file from the Heartland Back Office and add new Items to it or edit existing Items.

Export Existing Items

If your account already has Items, you can click on Items in the Navigation Menu and then click on Library in the expanded Items Navigation Menu. On the Item Library Page, find the export links at the bottom of the page. Click on Export Active Records to export and download the CSV file containing your active Items. Click on Export Inactive Records to export and download a CSV file containing your inactive Items.

Download Sample Library File

If your account does not have any Items, you can download a sample Library file by navigating to the Item Library Page and clicking on Import Library CSV. This will cause the page to display the Import Pop-up which will contain a link to download a sample Library file that will give you a template to use for importing your Items.

Import File Information

Category

Category is a required column.

The Category Column indicates which Category the imported Item will be placed under.

A value must be entered in the Category column for every Item in the CSV file.

Subcategory

The Subcategory Column indicates which Subcategory the imported Item will be placed under.

Subcategory is an optional column. If no value is entered, the item will be placed directly under the Category listed in the Category Column.

Group

The Group Column indicates which Group the imported Item will be placed under.

Group is an optional column. If no value is entered, the item will be placed directly under the Category listed in the Category Column.

Color

Color is a required column.

If a color option is omitted, the Category, Subcategory, or Group, will not have a color background and neither will any Items under them.

Color options include:

  • Peach
  • Green
  • Blue
  • Purple
  • Red
  • Dark Pink
  • Orange
  • Brown
  • Yellow Orange

Icon

The Icon Column is required.

This column allows you to specify the Icon that will be associated with the Category, Subcategory, or Group for which it is entered. To specify an Icon that you would like to use, enter the corresponding four character code into the column.

For a full list of available Icon Types and Icons see below.

Icon Type

The Icon Type Column is required.

This column allows you to specify the Icon Type of the Icon that will be associated with the Category, Subcategory or Group for which it is entered. To specify an Icon Type, enter the corresponding six-digit code for the Icon Type that you would like to use.

For a full list of available Icon Types and Icons see below.

Name

The Name Column is required.

This column is where you will enter the name of the Item that you would like to import. Names must have fewer than 55 characters including spaces.

Price

The Price Column is required.

This column is where you will enter the price that customers will be charged for the Item that you would like to import.

Cost

The Cost Column is optional.

This column is where you will enter the cost of the Item you are importing. The cost is not displayed to customer and is only used to provide you with an estimate of profitability.

Is Discountable

The "Is Discountable" Column is required.

The Column labeled "Is Discountable" allows you to indicate whether discounts can be applied to the item or order. To enable the application of discounts enter the number "1" into the column. To disable the application of discounts enter the number "0" into the column.

Item Code

The Item Code Column is optional.

This column is where you will enter the Item Code associated with the item you are importing.

If your business uses a scanner to add items to an order, enter the code associated with the product you are importing into the Item Code Column. Once you have successfully entered a Item Code and imported the changes, whenever you scan a product, Heartland Point of Sale will add the relevant item to the order.

Manufacturer

The Manufacturer Column is optional.

This column allows you to enter the manufacturer associated with the item. The value you enter will not be displayed to customers and is for your records only.

Model

The Model Column is optional.

This column allows you to enter the Model information associated with the item. The value you enter will not be displayed to customers and is for your records only.

Available Icon Types & Icons

Apparel and Accessories - 100001

T-Shirt

f000

Pants

f001

Dress

f002

Shorts

f003

Skirt

f004

Swimwear

f005

Shoe (F)

f006

Shoe (M)

f007

Sandals

f008

Hat

f009

Ballcap

f00a

Baby Clothes

f00b

Underwear

f00c

Socks

f00d

Hanger

f00e

Sunglasses

f010

Diamond

f011

Watch

f012

Lipstick

f013

Comb

f014

Mirror

f015

Handbag

f016

Luggage

f017

Briefcase

f018

Hair Dryer

f019

Umbrella

f01a

Electronics, Appliances, and Kitchen - 100002

Computer

f000

Laptop

f001

Cellphone

f002

Monitor

f003

Cord

f004

Outlet

f005

Keyboard

f006

Mouse

f007

Joystick

f008

Headphones

f009

Microphone

f00a

Record

f00b

Speaker

f00c

Camera

f00d

Tablet

f00e

Cookware 1

f010

Cookware 2

f011

Blender

f012

Knives

f013

Cookware 3

f014

Measurement Cup

f015

Mixer

f016

Utensils

f017

Toaster

f018

Furniture, Tools, and Auto - 100004

Sofa

f000

Comfy Chair

f001

Table

f002

Cabinet

f003

Bed

f004

Alarm Clock

f005

Lamp

f006

Refrigerator

f007

Washer

f008

Bathtub

f009

Toilet Tissue

f00a

Trash Bin

f00b

Grill

f00c

Flower Pot

f00d

Liquid

f00e

Hammer

f010

Tools

f011

Wrench

f012

Ladder

f013

Paint Roller

f014

Spray Bottle

f015

Car

f016

Key

f017

Settings

f018

Health, Pet, and Miscellaneous - 100005

Medical

f000

Prescription

f001

Tooth

f002

Shot

f003

Medical Kit

f004

Pills

f005

Paw

f006

Cat

f007

Dog

f008

Pet Food

f009

Dog Bone

f00a

Ball

f00b

Pencil

f00c

Book

f00d

Graduation Cap

f00e

Restaurant - 100000

Plate

f000

Sandwich

f001

Burger

f002

Candy

f003

Croissant

f004

Popsicle

f005

Donut

f006

Pizza

f007

Taco

f008

Cookie

f009

Cupcake

f00a

Tea

f00b

Soda

f00c

Wine

f00d

Coffee

f00e

Beer

f010

Glass

f011

Garnished Glass

f012

Mug

f013

Jar

f014

Bread

f015

Hot Dog

f016

Fries

f017

Sausage

f018

Cake

f019

Ice Cream

f01a

Milk

f01b

Soft Drink

f01c

Bottle 1

f01d

Bottle 2

f01e

Bacon

f021

Egg

f022

Soup

f023

Steak

f024

Turkey Leg

f025

Chicken

f026

Fish

f027

Shrimp

f028

Sushi

f029

Kebab

f02a

Grilltop

f02b

Can

f02c

Apple

f02d

Watermelon

f02e

Banana

f02f

Carrot

f030

Silverware

f031

Broccoli

f032

Boiled Eggs

f033

Noodles

f034

Salad

f035

Bowl

f036

Cheese

f037

Chips

f038

Popcorn

f039

Sports, Toys, and Baby - 100003

Basketball

f000

Football

f001

Soccer

f002

Bowling

f003

Golf

f004

Bike

f005

Diving

f006

Weights

f007

Scale

f008

Puzzle

f009

Crown

f00a

Kite

f00b

Cards

f00c

Paint Brush

f00d

Baby Rattle

f00e

Baby Stroller

f010

Stuffed Bear

f011