Overview
Importing your products lets you bring your whole inventory into AcuBliss at once instead of creating each product by hand. The import itself takes seconds. The part that matters is preparing your spreadsheet correctly, and this guide walks you through exactly how to do that.
đĄ Important: Product name, manufacturer, vendor, product type and total size/unit are locked once imported and can't be edited later. Take the time to get these right before you import. Everything else (materia medica, reorder level, ingredients, etc.) can be added or changed afterward.
Before You Start: Check Our Built-In Vendors
We've partnered with vendors like Evergreen and Mayway, and their full catalogs are already inside AcuBliss. If you carry products from these vendors, you don't need to import them. Go to the Vendors page, click Activate next to the vendor, answer a few quick questions, and the products are in. Then use a purchase order to add your quantities on hand.
Only import the products that aren't already available through a built-in vendor.
Step 1: Download the Spreadsheet
Go to the Import Products section on the products page.
Click Show more to read the full on-screen instructions. They list the accepted values for each column.
Download a fresh copy of our pre-formatted spreadsheet template. Always start from our template; files exported from other systems won't import as-is.
Step 2: Prepare Your Data
You don't need to type your products in by hand. Copy and paste your product list from your previous system into the template, then adjust the columns below so they match what AcuBliss accepts.
Ground rules for the spreadsheet
Use Microsoft Excel or Google Sheets. Don't use Apple's Numbers app, as it breaks the formatting.
Don't add, delete, rename or rearrange any columns.
Your first row under the headers must be an actual product. Remove any extra header rows (like "Item") that came over from your old export.
Paste values, not formulas. If a cell uses a formula (for example, to calculate cost), convert it to a plain number first, or the wrong value may import.
Read the yellow instruction message on each column header in the template. It shows the exact values that column accepts.
Required columns (**)
Columns marked with ** are required and must be filled in for every product. Many of the other columns are optional extras. If you're short on time, focus on the ** columns first; you can fill in optional details later inside AcuBliss.
Vendor and Manufacturer
Vendor is the company that sold the product to you. Manufacturer is the company that made it. For example, if you buy KPC herbs from a distributor, the distributor is the vendor and KPC is the manufacturer. If you make your own products, your practice can be both.
Neither column can be blank or say "null". A blank or "null" cell will either block the import or create a vendor/manufacturer literally called "null". If you don't know it, use the real company name or a general term like Other.
You can fill these in bulk. If all your products came from one vendor, enter that same vendor name down the entire column.
If the importer tells you some vendors aren't in the database yet, add those vendors in AcuBliss first, then run the import again.
Category
Category only accepts four values, written exactly like this:
formula
herb
supplement (singular, no "s")
product
Anything else, including plurals like "supplements", won't import. Choose the one that fits best for each row.
Type
Type must match one of the options in the template's dropdown. Words like "pill" or "peel" from your old system won't work. For example:
Capsules â bottle capsules
Tablets â bottle of tablets
Granules â ground or bottle
Check the dropdown and yellow message in the template for the full list.
đĄ Time-saving tip: Sort your sheet so similar products sit together (all granules, all capsules, all tablets). Then fill in the same Type and Category for the whole block at once.
Size, quantity and pricing
Total size of product unit: Enter only the number of units in one container, with no unit text. For a bottle of 100 capsules, enter 100. For a 100g bottle of granules, enter 100.
Cost and Sales price: Enter the price per container (per bottle), not per capsule or per gram.
Main office inventory: Enter the number of containers you have, as a number only (no "g" or "caps"). You can use decimals for partial containers. For example, two full 100g bottles plus one with about 34g left is 2.34, which AcuBliss reads as 234g in stock. If your counts are off, you can leave this empty and set quantities later with a purchase order.
Allow partial sale: Turn this on if you sell portions of a container, such as a number of capsules or grams, instead of only the whole bottle.
Multiple offices
The Main office inventory column only sets stock for your main office (shown in your office settings). Don't add up stock from all locations into this column. To set inventory for your other offices, use purchase orders after the import.
Optional columns
Ingredients, materia medica and other columns to the right are optional. If you add multiple ingredients, separate them with commas. You can also add these later inside AcuBliss.
Vendor Product ID: We recommend leaving this column empty. Product IDs must be unique across every product, and they often conflict with products from built-in vendors or a previous import, which blocks the import.
Step 3: Send It to Us for a Quick Review (Optional)
Before importing, you're welcome to attach your filled-in spreadsheet in a chat with us. We'll look it over and point out anything that needs fixing, so you can catch issues before they're locked in.
Step 4: Run a Test Import, Then Import Everything
Save a copy of your spreadsheet with only 3 to 5 products in it.
If you're using Google Sheets, download it in Excel format: File > Download > Microsoft Excel.
Upload it in the Import Products section and check how those products look in AcuBliss.
If everything looks right, remove the test products from your full spreadsheet (so they aren't duplicated) and import the rest.
If the importer flags a row
A message like "Not Specified" is a general flag. Click Edit on that product in the import review to see the exact problem (usually cost or quantity), fix it right there, and complete the import. You don't need to redo the spreadsheet for a handful of rows.
Important Notes
Import only creates new products. It can't update products that are already in AcuBliss; re-importing them creates duplicates. To update cost, sales price or quantity on hand, use a purchase order.
Setting quantities after import: See How to Initialize Your Inventory.
Products you don't stock (for example, lab kits ordered online per patient) don't need an inventory quantity.
We're Here to Help
Getting your inventory in takes some upfront effort, but it makes everything afterward (prescribing, invoicing, reordering) much smoother ⨠If you get stuck, send us a message in chat or book a live walkthrough at acubliss.app/techsupport.