Import Templates | Wiki.fcpos

What can be imported?

Imports let customers load existing business data into FirstChoice instead of entering it manually. Common cases include new location setup, POS migration, and bulk data refresh before go live.

Use POS-generated templates only

Import type	Template download	What this import is for
Items	⬇ Download Items Excel template	Add or update products, prices, categories, suppliers, and item details.
Customers	⬇ Download Customers Excel template	Add or update customer records, contact information, addresses, tax status, credit limits, and categories.
Suppliers	Unknown Attachment	Add or update supplier records, contact details, addresses, website info, and categories.
Item Inventory	⬇ Download Item Inventory Excel template	Move or set inventory quantities by source, destination, item code, and transfer quantity.
Vouchers	⬇ Download Vouchers Excel template	Add or update vouchers, balances, linked customers, transaction details, and usage settings.
Item Pricing	⬇ Download Item Pricing Excel template	Update item prices, price levels, case prices, costs, price locks, and food-stamp or WIC settings by location.
Cards	⬇ Download Cards Excel template	Import stored card or bank account details linked to customers and payment tenders.
Single Transaction	Unknown Attachment	Import one transaction with buyer, account, tax status, item, quantity, workflow, and reference details.
Price Rules	⬇ Download Price Rules Excel template	Create or update discount rules, schedules, quantity limits, coupon rules, item filters, and customer or supplier filters.
Payments	⬇ Download Payments Excel template	Import payments with tender, reference, authorization, customer, ACH details, amount, payment number, and location.

More supported import options

For other import types, create the template in POS so the columns match your system.

Supported imports include categories, inventory, pricing, accounts, payments, employees, suppliers, and transaction data.

How to get the correct template from POS

Open FirstChoice POS.
Go to Import - http://app.firstchoicepos.com/import
Select the import type you need.
Click Get Template.

5. Fill in customer data under the headers and import the file.

Prepare your data before importing

One row per record - each row equals one item, customer, etc.
Keep IDs unique - lookup codes and barcodes must not repeat
Fill required fields - core fields must be complete for a clean import
Remove duplicates - duplicates cause import errors
Standardize names - clean categories, units, and naming before submitting
Start small - test with a small sample file when migrating messy data