Data Import/export
> [HTML Version](import-export-dat.html)
Dotypos Cloud lets you import/export the following items from / to the Dotypos cash register system:
- [Products](importproduktu.md)
- [Categories](importkategorii.md)
- [Tags](importstitku.md)
- [Customers](importzakazniku.md)
- [Discount groups](importslevovychskupin.md)
- [Suppliers](importdodavatelu.md)
- [Ingredients](importreceptur.md)
- [Stock packaging](import-skladova-baleni.md)
- [Stocktaking](importinventury.md)
- [Stock up](seznamnaskladneni.md)
- [Price plan and Happy Hours](import-planu-cen-a-happy-hours.md)
- [Hide products](import-skryti-produktu.md)
- [Assigning products to warehouses](import-prirazeni-produktu-ke-skladum.md)
- [Stock status](stavyskladu.md)
Based on your [Dotypos license](verzedotykacky.md) some items may be unavailable for import/export. The import/export process is identical for all items. Just move in the web interface of [Dotypos Cloud](seznamy.md) to **Item management** and to a specific list. The heading of the page with the selected list will have the button for exporting to .xls / .xlsx (Excel) or .csv (text file with separators) format.
You can edit the exported file and then mport it. You can import files in .xls, .xlsx and .csv formats (only .csv in the case of inventory).
| | |
|------|------|
| [] | - How to import data correctly is described in [this chapter](importdatkrokzakrokem.md), where you can find an example of importing products and their properties using the Excel application.
- If you are redirected to a specific data report when exporting, the appearance of the exported data is affected by the current [column settings](reportyvs-jak-pracovat.md) in that report.
- We can help you import your products into the cash register. Just download the blank product import template from Dotypos Cloud (see procedure below) and fill it with your data. Then send this file [to technical support](http://podpora.dotykacka.cz/support/tickets/new) with your data import request. We only import data for free using this file. Importing data from other files is a paid service. |
| | |
|------|------|
| [] | If the [warning message](vzdalenasprava.md#internet) **The device is offline, please check your internet connection** is displayed in the page header, keep the current page open in the browser, do not close the browser and do not perform any other operations until you have resolved the cause of the outage and the warning disappears. Otherwise, you may lose your work in progress.
(./images/2026-06-08_173222.png) |
top
**How to import/export data?**
## Data export
| | |
|------|------|
| [] | We will show the basic import and export using products as an example. Let's start by exporting data. Go to the tab **Item Management** **»** **Products **[], use the **EXPORT** menu [] and select **Export products**. |
(./images/clip1395.png)
| | |
|------|------|
| [] | The **Export products** [data report](reportyvs-jak-pracovat.md) opens. Now, if necessary, filter the products in the report using the options in the section [], select the columns of data [] that you want to include in the export, and tap the **EXCEL** button [] to save the products (the displayed report) in .xlsx format. |
(./images/clip1396.png)
| | |
|------|------|
| [] | When exporting, the [data report](reportyvs-jak-pracovat.md) is always displayed first, which you can customize using the **COLUMN SETTINGS** menu and finally export the displayed data to the preferred format (EXCEL, CSV) using the buttons. You can [save](reportyvs-ulozene.md) your own report for export and further export the already saved report. |
top
## Data import
| | |
|------|------|
| [] | The products have been exported and we can move on to import. On the tab **Item Management** **»** **Products **[] click on the **IMPORT **menu [] and select **Import products**. |
(./images/clip1397.png)
| | |
|------|------|
| [] | The import field will appear on the right side of the screen. In the [] menu, you can select the appropriate encoding of the imported file. However, we recommend leaving the default option **Automatic (recommended)**. In this case, the file encoding should be detected automatically, and the data should be imported correctly. Only if the data displayed in the next step is unreadable, go back and set the encoding manually.
Click in the section [] to open the file selection dialog and select the ready import file in .xlsx format. Once selected, the file will be displayed for review and any further changes.
Click on the **DOWNLOAD TEMPLATE** button [] to download a sample blank file for importing products or other items if you are in a different list. This can then be filled in and imported back. This will actually create new products by importing them, we will write about this in the [next chapter](importdatkrokzakrokem.md#nove). You can also import [ingredients](importreceptur.md) or [Stock Packaging](import-skladova-baleni.md) into the cash register besides products, you specify this type of import in the drop down menu [] (see picture above). |
(./images/clip1398.png)
| | |
|------|------|
| [] | Once you select the file for import or drag it into the field [] (see image above) it will not yet be physically uploaded to the cash register. It will be checked internally and its contents will be displayed for any changes and review by you. The system will also attempt to map the data in the file to individual values (columns) in Dotyps, which is why the display of a file with many data/columns may take a little longer. If the system finds errors in the file, you will be notified. At this step, we recommend that you carefully review and check the contents of the file to ensure that existing products are not overwritten or new products are created in error.
In the header you will find a summary of the changes in the file in the tabs []. Important is the tab **INVALID**, which when clicked will display products (file lines) with errors []. These need to be removed before the import is complete. Otherwise, the button **+ FINISH IMPORT** [] in the header or footer will not be able to complete the import. |
(./images/importvs3.png)
| | |
|------|------|
| [] | In our case, the VAT (**vat**) value is incorrectly filled in on line 8 (see picture above). Depending on the number of columns this can be detected by dragging the horizontal scroll bar at the end of the product list to get to the **vat** column, whose value, like the row, is marked in red. Since this is an existing product in the cash register, we can choose two solutions. Either cancel the import now with the **+ NEW FILE** button, correct the value in the file for this row in the **vat** column to the correct value of 21, save the file and reimport, or don't import the column at all. Then the original VAT rate will remain for this product. |
(./images/clip1399.png)
| | |
|------|------|
| [] | We decided not to import the column. From the drop-down menu in this column, we choose **_Don't import_**. This will remove the indicated error. By selecting **_Don't import_**, we are actually telling which columns we want to ignore during the import. So you can actually select only those that contain some necessary change and skip the rest. We always recommend importing only really necessary data. |
(./images/clip1400.png)
| | |
|------|------|
| [] | If everything is OK or the errors have been removed, the import can be completed using the button in the header/footer. The actual processing of the file and its transfer to Dotypos Cloud and then to the cash regoster will take place. For larger numbers of items, the import may take several (tens of) minutes. Completed import is confirmed by a displayed notification. |
(./images/clip1401.png)
We have shown a basic sample procedure for importing data. More detailed information can be found in the next chapter [Importing data step by step](importdatkrokzakrokem.md).
| | |
|------|------|
| [] | Once you have clicked on the **Import** button, you will be able to click on** DOWNLOAD TEMPLATE** to download a basic template (see [image above](#obr2)), a sample file that can be used to re-import once the data has been completed. This template already contains all the required columns, so all you need to do is add the data (in this case your product’s properties). |
| | |
|------|------|
| [] | - Always use this adjusted template or a modified exported file for imports. The imported file has to be in xls, .xlsx and ,.csv format. Never import your own files because it could harm the database’s data structure\!
- If you want to amend the .csv file in Excel, the columns with numbers **productId, categoryId**,** ean**,** plu **and others must be in the **Text **format. If not, the file will either not be imported at all or imported incorrectly. You can find the format settings in [this chapter](nastavenispravnehoformatubunek.md).
- The file encoding must be either **UTF-8** or **Windows-1250** (CP-1250) to avoid any incorrect display of diacritics.
- The supported types are .csv files separated with** ;** (semicolon) and **,** (comma). If you use the semicolon, you can use a comma or period to separate decimal places. If you use a comma as a data separator, you must use a period to separate decimal places.
- The number of items that can be imported once is limited to 10 000. Therefore, there can be a maximum of 10 000 records in one file. If the import file contains more items, it must be split. |
top