How can we help?

Lightspeed’s Help Centre is here to provide support, tips and troubleshooting

Adding & editing menu items in bulk - with .CSV

Need to add or make changes to lots of products at once? No need to to do it one at a time. Add or edit your products in bulk using a CSV file!

This guide covers how to get the CSV, what information you'll need and, how to upload it to Kounta.

Grab your menu and let’s get started!

burgers.PNG

 


What’s in this guide?

Before you begin
Add new products: download the Import Template 
Fill out the CSV
Upload the CSV to Kounta
Edit existing products: download the Product Export
Frequently Asked Questions

 


Before you begin

  • You’ll need Google Sheets to read CSV files.
  • Make sure you are using a desktop or laptop to access this feature as it is not accessible on the iOS or Android App, and let's be honest - it's much easier using a spreadsheet app with a keyboard and mouse
  • Make sure your Tax Settings are correct.
    • Head over to Company settings
    • Under the Details tab, look for Tax Settings
    •  Choose between Use Tax Inclusive Prices or Use Tax Exclusive Prices

upate_1_company_settings.jpg

Note - Make sure to choose the correct option, because this will affect the CSV that you will download.

2_Bulk_small_table_taxes.PNG

 


Add new products: download the Import Template

 

1. After making sure you have the right tax settings, under Products from the Kounta Back Office, select the cloud icon with the arrow pointing up

update_2_cloud_arrow_pointing_up.jpg

2. Select Get the Import Template

3. Open the CSV file using Google Sheets

4_Bulk_Blank_CSV.PNG

 


Fill out the CSV

 

Now that you have the CSV downloaded, it is time to fill in the details.

When adding new products: The CSV will be blank. Mind that some columns must NOT be filled.

When editing your products: The CSV will have all your existing products. Edit the columns that correspond to the changes you want. Note that there are columns that you should NOT edit.

In this section, you will see the significance of each field. If required fields are left blank, you will receive an error message once you upload the CSV.



CSV Field Description Is this required? How to use
Product ID A unique number assigned by Lightspeed to each Product in a Company Yes Do not edit
If uploading new products leave blank
Product No Often used for custom integrations, not used by Lightspeed No Numbers and letters
can be used
Product Name This is the name of your Product or Modifier that will show on:
POS, production dockets, tax receipts and purchase orders
Yes Use a unique name for each Product or Modifier 
Barcode Used in conjunction with a barcode scanner for search functionality  No A unique number is recommended but not required
SKU Use the SKU field to map this product with other apps such as  eCommerce No Numbers and letters can be used. Does not need to be unique
Unit Define the measure of this product by unit, weight or volume Yes “unit” is used for a single item by default

Defined measures can also be used



”g” or “kg” for weight
”ml” or “l” for volume
Default Size Used with the unit selected


This is the size of the purchased or created product


(Smaller increments will be 
specified in recipes)
Yes Only numbers can be used and will apply to the Unit



eg. 700ml
Sell Price Inc Tax

or

Sell Price Ex Tax
A company-wide selling price to be used as a starting price for a product 



We recommend using one format consistently across a Company



If a product does not attract tax, this is defined by the tax code



This price is not fixed and can be influenced by Option Sets, Price Lists 
and Variants
Yes Use numbers and do not include a currency symbol
Sell Tax Code The CODE of the tax that is applicable when being sold Yes You will need to add your tax types before performing the import
Cost Price Inc Tax

or

Cost Price Ex Tax

A company-wide cost price used for Purchasing and COGS reporting.

This price includes LUC but not GST

Yes Use numbers and do not include a currency symbol
Cost Tax Code The specific tax type you are purchasing this product with Yes You will need to add your tax types before performing the import
Is Modifier This indicates if an item is a 
Product or Modifier Yes 1 = Modifier

0 = Product
Print Docket This indicates if an item should be printed on a production docket Yes 1 = Print on docket

0 = Don’t print
Tags Used for filtering products when searching in Back Office and POS. 


You can assign multiple tags to a product.
No Letters and numbers can be used



Separate them with a “,” when multiple are being used
Category Names Categories group products together on the POS screen

 No Letters and numbers can be used



Separate them with a “,” when multiple are being used
Sell Account This defines if a product or modifier can be sold via POS Yes 1= Sold from POS

0 = Not sold from POS
Buy Account This defines if a product or modifier can be ordered via Purchase Yes 1= Ordered from Purchase

0 = Not ordered from Purchase
Inventory Account This defines if a product or modifier can be counted as stock

Whether they appear in a Stock on hand report or stock count Yes 1= Counted stock item

0 = Not counted stock item
Image URL This is used for adding images to the product tile on the POS screen

 No Put the URL of an image here to link an image from a website



If the URL changes, the image will stop displaying on POS



Avoid using images on websites that require a login or password to access
Reporting Group This defines how this items is recorded for Insights reports



You will start with 2 default Reporting groups, Drink and Food 


These can be changed and will impact the reports run after the change.
No Only one Reporting Group can be given too a Product or Modifier



If no Reporting Group is defined it will default to “None” in Insights
Friendly Name This is the name shown for integrations that use
Online Products
No Numbers and letters
can be used
Show Online This toggles product off and on integrations that sync
with Online Products 
No

0 = Off
1= On

 

Online Description The description shown shown for integrations that use
Online Products
No Numbers and letters
can be used
Inventory Type This defines whether a Product is Purchased or Made Yes 1 = Purchased
2 = Made
Purchase Format Defines the format for how products are purchased  No
Individual (Default)
Boxes
Crates
Packs
Cartons

Purchase Qty Defines how many are purchased in the purchase format No Only numbers can be used
Variable Qty Prompt Toggles off and on the variable quantity prompt setting Yes 0 = Off
1 = On






 


Upload the CSV to Kounta

 

Awesome! Now you are ready to upload your template to your Kounta.

 

1. Before uploading, check if all the fields are filled out properly 

2. After that, make sure it is saved in the correct file type. The file extension should say “.csv” - If not, select Download As and choose Comma-separated values (.csv) as the file type.

 

On Google Sheets:

7_Save_Import_Template_As_csv_callout.PNG

 

3. Ready to upload! Under Products from the Kounta Back Office, select the cloud icon with the arrow pointing up

update_2_cloud_arrow_pointing_up.jpg

4. You will be taken here to upload your file. You can drag the file to the box or click on the box and then upload your file

update_3__import.jpg

5. If the upload fails, you will be notified of it. Make sure you have all the required fields filled and that the file type is correct. 

6. If the upload fails again, please send it in an email to support@kounta.com outlining the errors you encountered. Our 24/7 support is also available to help you out

 


Edit existing products: download the Product Export

 

1. After making sure you have the right tax settings, under Products from the Kounta Back Office, select the cloud icon with the arrow pointing down

update_3_cloud_arrow_pointing_down.jpg

2. In the Export Products page, make sure CSV (Comma Separated Values) file is ticked (see image below)

3. Select Export Products

update_4__get_the_file.jpg

4. Then, select Download the export

update_5_download_the_export.jpg

5. Open the CSV file using Google Sheets. If you have any products manually added to Kounta, they will be included in the file

15_Import_Template_NEW.PNG

6. Fill in this CSV, save, then upload to Kounta (as discussed above)

 


Frequently Asked Questions

 

How do I change my products layout?

Kounta allows you to change the order of your product categories and products. Learn about changing your menu layout.

 

Do all sites in a company share one menu?

You can choose to which site a product appears because sites under the same company will share the same product master list.

Follow these steps to manage which products appear in which sites.

 

Can I bulk add or edit Product Variants and Option sets?

Not for now- these menu features can only be added or edited through the Back Office.

Learn more about Product Variants

Learn more about Option Sets

 


What's my next step?

Maximize the full power of Kounta menu tools!

  • Make sure customers get exactly what they ordered. Record item changes, such as no salad or extra bacon, in just a few taps using Product Modifiers.
  • Enable your staff to add or remove ingredients or create combo meals. Prompt your staff to upsell. Or maybe you just need to organise your product modifiers to make menu navigation easier. Kounta’s Option Sets makes this all possible. Option Sets allows you to customise your menu workflow for maximum efficiency.
  • If you sell a product in different sizes, flavours or with any other variable attribute, check out Product Variants - this will allow you to sell as many product variations as you need - all in a neat and tidy menu.
  • Need flexibility in entering quantities and prices at the POS - like when selling by the ounce or kilo? Now you can set specific products to automatically ask staff to enter a quantity or price using Variable Quantities and Prices. 
  • Need to add product description, tags, barcodes, and the like? Check out advanced product settings!

 

Browse more topics

Was this article helpful?
11 out of 15 found this helpful