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Submitting an import request

Import requests allow you to work with the Retail Imports team to upload bulk items, customers, vendors, and more. You can import items in bulk yourself using a spreadsheet or work with the Retail Imports team to complete this task for you.

Working with the Retail Imports team

The Retail Imports team can assist you with:

Inventory or Customer or Vendor Import

Catalog Import

  • Required fields:

    • Description (must be unique from every item/line)
    • Vendor Number or Vendor ID (must be unique from every item/line)

    Other fields:

    • Vendor Number (must be unique)
    • Description (must be unique)
    • Unit of Measurement
    • Cost (cost data will be hidden and not made available to the general public)
    • Cost Level 2
    • Cost Level 3
    • Cost Level 4
    • MSRP
    • Manufacturer Number
    • Brand
    • UPC (recommended)
    • EAN

Loyalty Import

Account Wipe

Order forms cannot be read by a computer. If your vendor has an order form instead of a list, let them know this is for use with your point of sale (POS) system so they can get you the right type of file.

Data is imported into your account in approximately 3 to 5 business days from your submission. Import requests are handled on a first-come-first-served basis.

Submitting your import request

Before submitting your request, ensure you have properly prepared your files for import. Afterwards you can submit your import request to the Retail Imports team using the Speeder (Help) chat in Retail POS.

The import request workflow can only be initiated using the Help chat in Retail POS. This flow is not available in the help center chat. Learn more below.

  1. After preparing and saving your import file, log in to Retail POS.
  2. Click Help at the bottom-left of the main menu > Contact Support.
  3. In the popup, click Ask a question.
  4. In the chat window, ask to "submit an import request" or enter a similar query to start the workflow.
  5. When asked if you’re looking to submit an import request, click Yes.
  6. Select the import request type:
    • Customer: Import, update, or delete customers or customer-related fields, including Loyalty.
    • Product: Import, update, or delete items or item-related fields, like categories.
    • Catalog: Import public catalogs from vendors.
    • Vendor: Import, update, or delete vendor details.
  7. Enter a description of your request, providing any necessary details like fields to update, applicable locations, tax rates to apply, etc.
  8. Add or drop your prepared import file into the chat window.

Repeat as needed for any additional import requests. Turnaround time is approximately 3 to 5 business days from your submission.

Communicating with the Retail Imports team

After you’ve submitted your request, you will receive an email once a ticket has been opened with the Retail Imports team. You can communicate with the Retail Imports team by email as needed.

Communication with the Retail Imports team is only available via email. There is no direct phone line or callbacks. If you have any questions, reply to the ticket via email and a Retail Imports team member will respond as soon as possible.