Products and stock

Add many categories from a spreadsheet

Fill in one sheet with your categories and what each sits under. Check it, then add them all.

Steps8

  1. Open Inventory.
  2. Tap Inventory tools.
  3. Tap Categories.
  4. Tap New category.
  5. Tap Upload a spreadsheet.
  6. Tap Download template and fill it in: one row per category.
  7. Tap Choose file.
  8. Check the rows, then tap the add button.
The screen for "Add many categories from a spreadsheet", with what to tap outlined
What to tap is outlined

Good to know

  • Leave Under blank for a main category, like Grocery.
  • A main category you don't have yet is made for you.
  • Categories go two deep: main, then sub.

Next

Still stuck?

In the app, tap ? on the screen you are on and ask in your own words. Or email support@okount.com. A person replies in writing. Never send your PIN, code or card number.