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How to Create your Product Catalogue (Bulk Upload)

Ready to start delivering an even better customer experience? Let’s get your product catalogue up and running!

Updated in the last 15 minutes

🔴 Need help setting up your product catalogue?

Our Support Team is available to help you:

  • Convert an image of your menu into a CSV file.

  • Or create a CSV file from your product list.

Creating a product catalogue (a digital menu of your products and services) for your point of sale solution offers so many benefits for your business and its customers.

✔️ Organises your products to make checkout smoother and faster.

✔️ Delivers more detailed reporting through the Yoco App (mobile or web).

✔️ Lets you monitor the performance of individual products, categories and brands.

✔️ Unlocks product performance reports, stock tracking and automated stock alerts.

Which Yoco devices support a product catalogue?

Once you’ve set up your product catalogue in the Yoco App (mobile or web), you can use it on one or more of the following Yoco devices:

  • Counter

  • Khumo and Khumo Print

  • Neo Touch (paired with a mobile phone/tablet running the Yoco POS App)

  • Go Starter (paired with the Yoco POS App)


Adding products in bulk

With a single CSV or Excel file, you can upload multiple products at once, saving you time and helping you keep your product catalogue organised. Here’s how to prepare your file, upload it, and check that everything looks right in the Yoco App (mobile or web).

1. Download the product catalogue template

Already have a product list? Need help transferring the information to our CSV template? Please contact our Support Team via our in-app chat.

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Products tile/widget.

  4. Select the Import button on the top right of the screen.

  5. Select the Download CSV template button on the pop-up window and save it on your device. The CSV template includes all the columns you need to complete in the correct format for the Yoco App (mobile or web).

2. Add your products to the template

  1. Open the product catalogue template on your device.

  2. Add the relevant product information under each column (click here for help with this process), and save the file.

✨ Helpful hints

  • You can open and edit the product catalogue template in Excel or Google Sheets.

  • Once you've added all the products to the template, you need to save it as a CSV or Excel file before uploading to the Yoco App (mobile or web).

📊 Need help completing the product template?

Let’s explore what the headings for each column mean, and what you need to do for each one…

Product ID
(Compulsory)

Enter the unique code you’ve allocated to each product so that you can identify it in your system.

Product name
(Compulsory)

Enter a name for each product – this is what customers will see on their receipts.

Default price
(Compulsory)

Enter the price the customer will pay for the standard option of the product.

Description

Enter an optional description for each product (e.g. ingredients, material type).

Brand

Enter the brand (e.g. Nike, Coca-Cola) – useful for reporting or filtering; optional.

Category

Enter the category (e.g. beverages, shoes) that the product belongs to.

SKU (Stock Keeping Unit)

Enter a stock-keeping code for each product to help you track stock levels and organise products by attributes, e.g. TSH-BLK-M for a medium black t-shirt.

Default cost price

Enter the standard price you pay to buy or produce each product.

Ask for quantity

Enter ‘yes’ if this product is sold by weight/measurement (e.g. cherries, biltong) and you want to be prompted to enter the weight/measurement at checkout. Enter ‘no’ if the product isn’t sold by weight/measurement.

Default quantity

Enter the standard number of units for each product based on how you sell or package it (typically 1). The number you enter will be auto-filled at checkout.

Default units

If you’re selling a product by weight/measurement, enter the unit of measurement that applies, e.g. kg, cm, litres.

Ask for price

Enter ‘yes’ if you want to be able to edit the price of this product when you add it to a sale in the POS App – allows for market rate items, flash sales, discounts negotiated with a customer, local vs tourist prices, etc. Enter ‘no’ if you don’t want the option to edit the price.

VAT enabled

Enter ‘yes’ in this column if your products include VAT and you want it to be added automatically. Enter ‘no’ if your products exclude VAT.

Variant price

Enter the price for a specific variant of a product, e.g. a small Latte may cost R35, while a large Latte costs R40.

Variant enabled

Enter ‘yes’ in this column if the product comes in different sizes, colours, models etc. If it doesn't, enter 'no' – this is compulsory.

Attribute 1

Enter the name of the first attribute, e.g. size, colour, or model. You can add up to three attributes per product.

Value 1

Enter the first variant, e.g. if your attribute is size, the value will be Small, Medium, or Large.

✨ Formatting tips

  1. The column titles (e.g. Product, Price, SKU) must appear in the first row – DO NOT delete or move this row.

  2. If you're adding a product with variants, make sure that you add each variant to a separate row.

  3. Check that you haven’t duplicated any rows – each product/variant should only appear once.

  4. Check that you’ve completed the product name and price columns, and that you've entered either 'yes' or 'no' in the variant enabled column. All other columns are optional, and will apply depending on how your business is structured.

  5. Use points (.) for decimals, e.g. 49.99.

  6. Don’t delete any of the columns – if you don’t need them, leave them empty.

  7. When you’ve finished adding your products, save the file as a CSV (.csv).


3. Upload your product list

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Products tile/widget.

  4. Select the Import button on the top right of the screen.

  5. When the pop-up appears, select the Upload button in the Browse files tile/widget.

  6. Once you’ve selected the CSV file on your device, it will display in the grey block and the Upload file button will change to blue. When this happens, select the Upload file button.

  7. A message will confirm that the file you are trying to upload is valid and ready to be imported. Select the blue Confirm import button to continue.

  8. Once your Excel or CSV file has been imported, a success message will appear. Your products can now be managed in the Yoco App (mobile or web) and used in the Yoco POS App.

💡 Good to know: If you need to add new products to your product catalogue (after you've uploaded your CSV file), you have two options:

1. Export your CSV file from the Products page in the Yoco App (mobile or web), add your new products, then Import the file again.

2. Load the additional products one by one – click here for a step-by-step guide.

Need help managing your product catalogue? Click here to find out how to:

• Remove products from a brand and/or category.

• Edit brand, category and/or product details.

• Delete a brand, category and/or product.

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