Overview
The Product Import feature allows you to create or update multiple products in one go using an Excel file.
Instead of adding products one by one, you can upload your data, map the fields, and let the system create everything for you.
This is useful when:
You are setting up products for the first time
You have a large number of product to upload
You want to update existing products in bulk
During the import process, you will:
Upload your Excel file
Map your columns to Wello fields
Validate the data
Import the products
Once the import is complete, all products will be available in the Product search section.
Where can I import?
There are two ways to access the Import module in Wello Solutions:
From the Settings Menu (Go there now).
Click the "Settings" icon (⚙️) in the top-right corner of the portal
Select "Import Master Data" from the menu
Choose "Upload an Excel spreadsheet to import your data
How to Import Items from a Search Page
On search page of product, you can:
Click the “Import” hyperlink above the data grid, or
Use the three-dot (⋯) menu on an existing product line and select “Import product”.
Note: during a free trial, import will be limited to 50 rows per import.
How to Start an Import
Go to the Import Module
Choose “Upload Excel” (not “Start a connector”)
Select the object type you wish to import (e.g., product)
Once an object is selected, you will be able to upload your file and continue.
Each object provides:
A downloadable sample Excel file
A list of mandatory fields
Field-specific guidance (e.g., dropdown options, valid formats)
At each import, when you have mapped all the excel columns with the corresponding Wello fields, you can save that mapping as template. This way, next time you import a similar excel file, you simply select the import template and the mapping will be applied straight away.
This is extremely powerful for recurrent imports (like work orders or tasks, and in some cases, equipment).
Remark: you can also edit/delete templates by clicking the 'cog' icon next to the template dropdown list
When you upload an excel file with multiple sheets, you will be asked to select one sheet.
Once you clicked "NEXT" you have to set a few additional parameters related to each object.
Excel File Structure and Mapping
Excel files can contain multiple tabs — you’ll be prompted to select one
The Language setting matters: if your data contains localized values (e.g., “repair” in English), select the correct language so Wello can map these properly
Since Wello Solutions can be configured as a multi-lingual platform, values can come in many languages. If this is the case, it is important to inform the import module the language used in your file to have a correct mapping.
Also, you need to double check your organisation, if you've multiple.
Important
The Price List you select here is very important. All product selling prices will be stored in this price list
Import Product By (Category vs Group)
While setting parameters, you can choose how products should be linked:
Category → Products will be assigned to a product category
Group → Products will be linked to one or more product groups
In the next screen, you will be able to map all the columns of your excel sheet with the available Wello fields for that object.
Column Mapping Interface:
Left Side: Columns from your Excel sheet
Right Side: Wello fields.
Note: Standard and custom Field (not applicable in product import)
Drag & Drop fields to the center to map them
(Just for example purpose)
Note:
Custom fields are supported for:
Accounts
Contacts
Equipment
Tasks
Work Orders
You’ll find these under the Custom Fields tab during column mapping.
Smart Features:
🟥 Required fields are highlighted in red
🔄 Wello may auto-map based on detected column names or formats (e.g., email, phone)
🔀 Use the Merge icon
Real-Time Validation & Error Handling
The Wello import module also validates the data to be imported and allows you to add or correct invalid data on-the-go.
Wello automatically checks for:
Empty required fields (marked with a red triangle)
The column is missing data (empty value). This is used for mandatory fields that require a value
Incorrect data formats (e.g., badly formatted emails)
The column has data in a wrong format
(e.g a wrongly formatted email address)
Click the triangle to fix errors directly inside the import interface. You won’t proceed to the final import step until all data is valid.
By clicking on the triangle, you will access a popup screen allowing you to either correct the data, or complete the missing values.
Mapping Fields
Now you need to map your Excel columns with Wello fields.
Minimum fields to map:
Part name [EN]
Part number
List Price
Product Category
Unit of Measure
Understanding Fields
Field Name | Description |
Part name [EN]* | Name of the product. This is what users see in the system. |
Part number* | Unique product code (SKU). Used to identify and update products. |
Barcode | Product barcode for scanning and identification. |
Cost Price | Purchase price of the product. Used for internal calculations like profit. |
List Price | Selling price of the product. Stored in the selected Price List. |
Product Category | Category under which the product is grouped. Recommended to map. |
Unit of Measure | Defines how the product is measured (e.g., Piece, Kg). Must match system values. |
Minimum selling quantity | Minimum quantity allowed when using the product. Default is usually 1. |
Serialized part (Y/N) | Defines if the product is tracked by serial number (Y = Yes, N = No). |
Is No Stock Location (Y/N) | Indicates if the product does not require stock tracking. |
Mileage cost (Y/N) | Used if the product is related to travel or distance. |
Travel fee (Y/N) | Marks the product as a travel-related charge. |
Long Description | Detailed description of the product. |
Short Description [EN] | Short description shown in the system. |
Ordering qty increment | Defines the order step (e.g., 5 = order in multiples of 5). |
Replacement part number | Used to link an alternative or replacement product. |
Warranty period (in months) | Warranty duration for the product. |
Note: * -> Required
How Pricing Works
You provide List Price in Excel
System stores it in the Price List
This becomes the actual selling price
Key Point
In Field Service, pricing is handled through Price Lists.
The List Price you import becomes the product’s selling price in the selected Price List.
Set Import Status
After mapping all the fields and clicking Next, a notification pop-up will appear prompting you to preview data
Click Start Import
Regular Imports Example
If you need to import products regularly, you can save time by using import templates. Instead of mapping the Excel file every time, you can do the mapping once and reuse it for future imports.
At the final step of the import process (Validate and Import screen), you will see the Manage template section at the bottom of the page. Here, you can either create a new template or update an existing one with your current mapping.
To create a new template, select Add new, enter a name that is easy to understand (for example, Product Import – Pricing), and save it. You can always manage or edit your saved templates later.
Once the template is saved, it will be available on the first screen the next time you import products. You can simply download it, and use it for your next import.
When saved, you will be able to find and select this template in the first screen at your next import (for the same object).
Import launched, what's next?
When you start the import, you will see a progress bar. Depending on the size of the file, the import can be fast or take some time. You can now continue to work on the portal and navigate away from the import page. The progress bar will remain visible.
Start import
Progress bar
After completion
Check Imported Products
Go to: Products → Product search
You will see your imported products in the list.
Verify Product Details
Open any product and check:
Part name
Part number
Category
Unit of Measure
Important Note
Products will still be created even if some fields are not mapped
But that data will be empty
Example:
No Cost Price → cost = 0
No List Price → price = 0
Summary
Product import allows you to create or update multiple products in one go using an Excel file. Instead of entering data manually, you can upload your file, map the fields, and let the system handle the rest.
The most important thing to remember is how pricing works. In Field Service, there is no separate “Retail Price” field in the import. The List Price in your Excel file becomes the product’s selling price through the selected Price List.
As long as your mapping is correct—especially for Part number, Part name, and List Price—your products will be created properly and ready for use.
FAQ
1. Why is the Retail Price showing as 0 after import?
This usually happens when the List Price is not mapped during import. Make sure your price column is mapped to List Price.
2. Do I need to update each product manually if the price is missing?
No. It is better to correct your Excel file and re-import it using the same Part numbers. The system will update the existing products.
3. Where is the Retail Price field in the import file?
There is no Retail Price field in the import. The List Price you provide becomes the selling price via the selected Price List.
4. What happens if Cost Price is not mapped?
The product will still be created, but the cost will be empty (or 0). This does not affect product creation.
5. What if my categories do not exist in Wello?
You will see a warning during mapping. You can either map them to existing categories or create new ones during the import process.
6. Can I reuse the same mapping for future imports?
Yes. You can save your mapping as a template and reuse it in future imports to save time.
7. Will the import overwrite existing products?
Yes, if you use the same Part number, the system will update the existing product instead of creating a new one.