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Product recipes
Importing Product recipes
Importing Product recipes

You can import Product recipes using our xls template

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

You can import Product recipes using our xls template. If you have Product recipes (bill-of-materials) already available on a spreadsheet and/or you have a large number of products in Katana, it's usually more efficient to just upload recipes using our import template rather than adding them manually.

You can also update your existing default Product recipes in bulk using data import. Read more here

Importing product recipes

  1. Download a template in Katana from Settings screen > Data import > Add new product recipes / BOMs > Download template.

  2. Fill in the template. We included instructions and comments on the BOM data sheet's column headers to help you understand the structure of the template. You'll find more guidelines below in this article, and if you have any questions, reach us in chat or e-mail [email protected].

  3. Save the template in .xls or .xlsx format.

    Creating .xlsx on Mac: Open the spreadsheet in Numbers and choose File > Export to > Excel... from the menu at the top of your screen.

    Creating .xlsx in Google Sheets: Open the spreadsheet in Google Sheets and choose File > Download as > Microsoft Excel (.xlsx).

  4. In Katana, navigate to Settings screen > Data Import. Click Upload data under Add new product recipes / BOMs and select the filled template file.

  5. You can then choose whether to replace the existing product recipes in Katana or add ingredients from the imported file to existing recipes. If you haven't entered recipes to Katana and are performing a first-time import, both options have the same result.

  6. Before uploading, Katana will analyze the imported file and show you whether there are any errors with rows or columns. If rows are skipped, check the imported file for mistakes and reupload when they're fixed.

  7. After clicking OK, go ahead, Katana will import the recipes. When the import completes, you will receive a message indicating the number of recipe rows imported.

    You can access your new recipes by navigating to a product card from the Items screen and selecting the Product recipe / BOM tab.

Main principles, requirements, and comments

  • When defining recipes in the template, only use products and ingredients that already exist in Katana. New items can't be created by uploading recipes. Use our product and material import templates for adding new items.

  • Products and ingredients on the spreadsheet are matched to Katana items based on the Variant code / SKU. Using the Variant code / SKU is required to import recipes for both products and materials.

  • If a product (variant) has multiple ingredients, create multiple rows for that product (variant) and enter each ingredient into a new row in the spreadsheet. Make sure that you also duplicate the product Variant code / SKU on each of those lines.

  • Product variant code / SKU, Ingredient variant code / SKU and Quantity columns are required. Make sure the column name in the uploaded file matches our template.

  • Product variant name and Ingredient variant name columns are optional. These fields are only included for better usability purposes if entering the item name makes it easier for you to prepare the template. The data in this field is not imported to Katana. Matching to an item in Katana is only made based on Variant code / SKU, not by the product or ingredient name.

  • Notes will be imported to the respective field for each ingredient in the Product recipe in Katana. Add notes to the ingredient such as more detailed specifications, instructions for handling, etc.

  • Unit of measure for the ingredient is set on the item card in Katana, it cannot be defined via product recipe import.

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