What can be uploaded in bulk
You can make use of Bulk Upload in the following areas of Lightyear:
Accounting Software (For Adept, Attache, MYOB Desktop, Pronto, Sage and Sun Systems)
Supplier Cards
GL Codes
Tax Rates
Tracking Categories
Inventory Supplier Cards
Product List
Suppliers
Bulk Uploads are done through a basic CSV file, which can be generated using practically any spreadsheet application.
📌 Note: Ensure that your Lightyear account is connected to your accounting software. This connection is mandatory for bulk product uploads but not for manual product entries.
How to use a Bulk Upload
Head into any of the above-listed areas in Lightyear, and you'll see an 'Upload CSV File' button.
Click 'Upload CSV File ', and you'll see the columns and data fields that can be uploaded via the CSV file. When creating your CSV, pay attention to what columns are required, as the upload will fail if Lightyear detects too many or too few columns.
🤓 Tip: Ensure that your CSV file does not contain special characters such as quotation marks, apostrophes, ampersands, angle brackets, or commas in fields like product descriptions. These characters can interfere with the upload process.
Once your CSV is populated with the data you want to upload, select the 'Choose File' button, locate the file on your computer and select Upload.
You'll be asked if your CSV contains a 'Header Row', so select Yes or No as appropriate. For instance, if the top row of your CSV is populated with 'Product Code', 'Product Description' and 'Unit Price' in the first 3 cells, instead of actual product data, then this would be a header row, and you would choose 'Yes'.
You'll then be asked to select the format of your CSV. Some areas of the app allow you to upload data in different formats, so select the correct one for your CSV. After confirming, the upload will begin, and within a few seconds, your data will be imported to your Lightyear account.
Troubleshoot upload issues
If you encounter issues during the upload process:
Double-check the CSV file for any remaining special characters or formatting errors.
Ensure that all required fields are filled and formatted correctly.
Verify that your Lightyear account is connected to your accounting software, especially for product list uploads.