This document serves as a comprehensive guide for importing items into the HirePOS system. It details the necessary prerequisites and the correct data format to ensure a seamless import process.

Before initiating the import of items, it is crucial to complete the following steps:

• Ensure a suitable Item Type exists in Setup > Item Related > Item Types.

When preparing your CSV files for upload, adhere to the following guidelines:

• Avoid commas, quotation marks, and line breaks in any field.

• Prices should be in a fixed format with no commas or currency symbols, for example, 2345.50 and not $2,345.50.

• Avoid special or unusual characters; stick to standard character sets.

• Limit each CSV file to a maximum of 5,000 rows.

• Save your spreadsheet as a .csv file ready for import.

To import items, follow these steps:

1. Go to Setup > Items.

2. Click the Options button dropdown at the top-right.

3. Select Import Items CSV.

4. Browse for the items CSV file you prepared earlier.

5. Click the Preview Data button. Your data will upload, and a preview will be displayed.

6. Select the Import Mode, i.e. Add New or Update.

7. Match the columns from your CSV with the relevant columns in HirePOS.
   For "Add New" mode the columns will be auto-matched if they are labelled identically.
   For "Update" mode the matched columns will be cleared and you will need to manually choose the columns to be updated.

8. Check and review the matching, then click the Import Data button located towards the bottom-left. The import will be completed, and you will be redirected back to the Items list screen.