Bulk import your catalog

For supplier, customer, doctor, opening-stock and rack-location files, start with the Data Migration guide.

Open the importer

1. Open Settings → Data Migration. This is the current importer for products, suppliers, customers, doctors, opening stock, and rack locations.

   

   In the image: 1 is Settings; 2 is Data Migration.

   You can also open Settings → Product Master → Import CSV. That button takes you to the same Data Migration page.

   

   In the image: 1 is Org Product Master; 2 is Import CSV.

Prepare and choose CSV files

1. Select Download setup workbook and read its Instructions sheet. Fill the Products sheet, one product per row. The product import requires name, manufacturer, category, salt_composition, drug_schedule, and unit_type. The workbook shows the other supported columns, including HSN, GST, units per pack, barcode, short code, reorder level, and the optional ref_id used to link opening stock in the same upload.

2. Save the filled Products sheet as a UTF-8 CSV. In Excel, choose CSV UTF-8; in LibreOffice, choose Text CSV and set the character set to UTF-8. Save each sheet separately, reopening the workbook between sheets. The .xlsx workbook itself cannot be uploaded.

3. Use Choose CSV files or drop the CSVs into the upload area. You can select up to six CSV files in one upload. If you also import Opening Stock or Rack Locations, include the Products CSV in that same upload; earlier imports do not count for linking those rows.

   

   In the image: 1 downloads the workbook; 2 gives the CSV instructions; 3 chooses the CSV files.

Check how BitMed reads the file

1. Under What each file is, confirm that your file is recognised as Products. Check the header row, then review every mapping in Products columns against the sample values. Change a dropdown if a source column points to the wrong BitMed field.

   

   In the image: 1 identifies the Products file and header row; 2 shows the column mappings and sample values.

2. If your file contains summary rows, use Skip rows where this column is empty only when a suitable identifier column is blank on those rows. Then tick I have checked these columns against the sample values. Import stays disabled until every selected file's columns are confirmed.

3. Read Products preview. Its processed, ready, and failed counts describe the preview, before anything is written. A row marked Failed may still be tried when you import; some unreadable or invalid rows are kept out entirely. Correct failed rows in the CSV, remove the selected file, and add the corrected file before importing.

   

   In the image: 1 is the optional skip rule; 2 confirms the mappings; 3 shows the preview counts; 4 explains how failed rows are handled. This example shows 17 ready and 0 failed.

Review and import

1. In Check the numbers, compare the proposed product count with the export from your old system. Read the warnings about values BitMed will fill in. A missing HSN, GST, or units_per_pack can affect the saved product, so correct those CSV values before importing when needed. The Products CSV has no smallest-unit column; check that setting on the product after import. Re-importing a matching product does not update its existing details.

2. Select Import these files. After the run, read What happened for the actual imported and not-imported results and download the exceptions workbook if offered. Previous imports shows earlier runs. To submit a corrected file after a run, select Start over, which clears the current file list, then add the file again. Review products with missing or defaulted tax values in Tax Review.

   

   In the image: 1 shows the pre-import count; 2 warns about values BitMed will fill in; 3 starts the import; 4 opens Previous imports. The count shown here is a forecast, not the result of this run.