Help centre · Step-by-step manual
Bring your data
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
41.6 Bring your data
- Online: Settings → Bring your
data(also on the first-day setup and Products → Import). On your PC: Products → Bringdatain → Bring yourdata. - Pick what the file holds — products, customers with what they owe, suppliers with what you owe, opening stock — or let us tell, then the file (Excel .xlsx or CSV). No file yet? Download the empty template in Arabic or English.
- We find the sheet and the header row and guess every column, saying why; change any guess. Exports from Loyverse, Square, Shopify and QuickBooks are recognised as they are.
- Choose what happens to what you already have (keep it, update prices and stock only, or update everything), read the findings and the dry run (“will add 1,240 products, update 85, skip 12”), then import. Undo this import works for 30 days.
Plans: products on every plan (Basic up to 300 products), customers from Cashier, suppliers and opening stock from Shop. It does not bring sales history: receipts from another program cannot be re-made faithfully, so you bring the opening balances instead. An old .xls file: save it as .xlsx first. More: Import from anywhere · Moving from another program
On this screen
Online · Bring a file
Let us tell (recommended) · Empty files to fill · Exports we recognise as they are: · None · When · File · State · Added · Updated · Open · being checked · Back
Online · Back
Stock goes to the branch · Numbers are written like · find out from the file · Dates are written like · Rows that could not go in
Desktop · Bring your data
Switch in 10 minutes: bring your products, customers, suppliers and opening stock from any Excel or CSV file — from another program or a sheet you keep. We read the columns, you check them, nothing changes until you press Import, and an import can be undone for 30 days.
Only the owner or a manager can bring data in. · What is in the file? · Let us tell (recommended) · Read the file · Starting from scratch? Download an empty file to fill: · Your imports · Column in the file · State · What we found · Undo this import · Cancel · Sheet · Headings are on row · Read as
Desktop · Import products from an old copy
Pick the old PosMasr copy (its data folder, a backup, or its products.txt). Products and prices come over from any version since 1.0, without touching your current products or sales.
Old copies found on this PC · Browse… · Location · Products · Last change · Add the products we don't have yet · Bring stock and expiry dates too · Include hidden products too · Import · Cancel · That is not a PosMasr products file, or it has no products.
Desktop · Bring your data · 2
OK · Cancel
Desktop · Connect to a database
Pick a database file on this PC, or reach a server through an installed ODBC driver.
A file on this PC (Access .mdb/.accdb, or dBase/FoxPro .dbf) · A server through ODBC (SQL Server, MySQL/MariaDB, SQLite…) · Browse… · File · Driver (ODBC) · Server · Database · Password · User · Connect · Tables and views · Read this table · Cancel · Pick the database file first.
Desktop · Bring the products in from another program
If your products already live in another program or in an Excel file, there is no need to type them again. Pick the source, tell us which of their columns is which of our fields, and look at the preview before anything is added.
From any Excel or CSV file — we read the columns, you check them, and you can undo it for 30 days.
Any text file with any column names — comma, semicolon or tab, and Arabic in any encoding.
An .xlsx or .xls file — needs the Access/Excel data provider (ACE or Jet) installed on this PC.
Access or dBase/FoxPro by file, or SQL Server, MySQL/MariaDB, SQLite and others through ODBC.
An old data folder, a backup, or a products.txt from any version.
Nothing is written to your products until you say yes on the last step.
Change the source · Their column · Where it lands here · Import · Cancel · From a file (CSV / TSV / TXT) · From an Excel file · From a database · From an older PosMasr copy · There is no readable sheet in that file. · Pick the sheet · Sheets in the file · There is no data to read in that source. · — ignore this column —
