If you have a product catalog in a spreadsheet, you can import it directly into MobileBiz Pro instead of adding each item by hand. The process takes just a few minutes.
What You'll Need
Before you start: Your item data saved as a
.csvor.txtfile with column headers in the first row. Place the file on your device (in the MobileBiz CSV imports folder) or in your Dropbox account. Back up your data first if you have existing items — see How to Back Up Your Data.
Steps
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Open the side menu and tap Settings — it sits under the More heading.
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Scroll to Data & backup and tap Import CSV.
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Tap the record type button and select Import items.
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Tap the file button and choose where your CSV is stored. Tap Sdcard to browse your device, or Dropbox to pick a file from your Dropbox account. Then select your file.
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Tap Data handling and choose how to handle the data:
- Add or Update — adds new items and updates existing ones that match.
- Add — only adds new items; skips any that already exist.
- Update — only updates existing items; skips new ones.
Picked Add or Update, or Update? An ID Column row appears and the Mapping row stays hidden until you fill it in. Tap ID Column, pick the field the app should match existing items on (Item name or Barcode, for example), then tap Done. Mapping appears once the ID column is set. If you picked Add, go straight to the next step.
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Tap Mapping. Assign each MobileBiz field to the matching column in your CSV. Tap Auto Map to let the app match columns automatically — works best when your headers use standard names like NAME, PRICE, or DESCRIPTION.
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Tap Done when your mapping looks correct.
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Tap Import one to test with the first row of your file. If the item appears correctly, tap Import all to import your full catalog.
Good to Know
- Fields left as "Not mapped" are skipped — the import won't fail because of unmapped columns.
- The ID column is what the app matches on. Pick a field that's unique per item — an item name or a barcode — so updates land on the right record.
- Item fields you can map: Item name, Item description, Category name, Item type, Price, Price Unit, Cost, Taxable, Tax Code, Barcode, On-hand quantity, Available quantity, Picture, and Is Inactive.
- Always test with Import one first — it's easy to fix your mapping before running the full import.
- You can also export your current items as a CSV to use as a template for new entries — see How to Access MobileBiz Pro from a Computer for CSV export steps.
Still stuck? Contact Support for help.