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Import loads products into your catalogue from a spreadsheet. Export takes your catalogue back out as Excel or CSV. Both are on the Inventory toolbar.

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The two things people get wrong

Read these before you build a file. Almost every support question about import and export is one of them.
Import creates catalogue rows only. A row becomes a product, not a quantity on a shelf. Stock arrives afterwards, through Receive or Opening stock — see Stock control.Export deliberately leaves on-hand quantities out. A trip through a spreadsheet therefore cannot overwrite your live stock, no matter what somebody types in the file before re-importing it.
Together those two rules mean one thing worth saying plainly: your stock levels live in ClinikEHR and nowhere else. A spreadsheet is a way to load a catalogue and a way to read one, never a way to set what you hold.

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Import your catalogue

1

Open the importer

Select Import in the toolbar. The Bulk-import items sheet explains the contract up front: “Upload a CSV or Excel file… Each row creates one catalog item — stock is added afterwards through Receive”.
2

Start from the template

Under Start from the template, select Download sample CSV — a toast confirms “Sample template downloaded”. Fill your products into that file rather than inventing your own column names; the headers are what the importer matches on.
3

Upload the file

Select Click to upload or drag and drop. .csv, .xlsx and .xls are accepted, up to 5 MB. The sheet reads Reading spreadsheet… while it parses, and Replace file if you need to swap it.
4

Review what it found

The sheet shows how the rows were read before anything is created. Fix problems in the spreadsheet and re-upload — that is faster than correcting products one at a time afterwards.
5

Import

Confirm the import. Every accepted row becomes a catalog entry.
Import in batches by supplier or category rather than in one 3,000-row file. A batch that goes wrong is quick to identify and quick to redo.

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Export your catalogue

1

Open the exporter

Select Export in the toolbar to open Export inventory catalog.
2

Choose the file format

File format offers Excel (.xlsx) — “Formatted workbook — opens natively in Excel.” — and CSV (.csv) — “Plain text — universal, opens anywhere.” Choose CSV if the file is going into another system, Excel if a person is going to read it.
3

Check the columns

Columns included lists exactly what the file will contain. On-hand quantities are not among them, by design.
4

Generate it

Start the export and save the file when it downloads.
An export of stock movements and valuations, rather than the catalogue, comes from Reports on the same toolbar. Sales figures live under Sales analytics.

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Check it worked

  • After an import: the new products appear on the Catalog tab and are searchable at the till. Their on-hand quantity is zero until you receive stock — that is correct, not a failed import.
  • After an export: the file opens, the row count matches your catalogue, and the columns match the Columns included list.

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If something goes wrong

Split the file. A catalogue large enough to exceed 5 MB is nearly always several suppliers’ lists in one workbook.
The file is not in a format the importer can parse — often a spreadsheet exported from another tool with an unusual encoding, or a file renamed to .csv without being converted. Open it in Excel or Sheets and save it again as .csv or .xlsx.
The importer found a header row and nothing under it. Check you have not uploaded an empty template, and that the products start on the row directly below the headers with no blank separator row.
Every row failed validation. Compare your headers against the sample CSV — a renamed or missing required column invalidates every row at once.
The file was released before the import ran, usually after a long pause. Choose it again and import straight away.
Starter caps the number of catalogue items. The Free plan strip on the Inventory screen shows your usage; Upgrade for unlimited removes the cap. See Change your plan.
Your catalogue is empty, or your filters have excluded everything. Clear the filters on the Catalog tab and try again.
You will have duplicate catalogue entries, not doubled stock — import never touches quantities. Delete the duplicates on the Catalog tab.