Move a Maker Spreadsheet into SellerToolkit Safely
Begin with one material, one product and one familiar quote. A small comparison catches unit and yield differences before you move the rest of your business.
Sample data is labeled demo. Verify your email for personal cloud saving. Check current plans and trial allowances.
1. Preserve your starting point
Export the original spreadsheet and keep an unchanged copy. Also export any existing workspace records before importing. Decide which file is authoritative during the trial so you do not enter the same purchase or stock movement twice.
2. Reconcile purchase units before importing
Write purchase price and purchase quantity in compatible units. For example, a $10 purchase containing 1,000 g implies $0.01 per gram. A 120 g recipe line then costs $1.20 from that material. If the spreadsheet instead stores a kilogram price, convert it deliberately.
Mass and volume are different. Do not convert millilitres to grams without an appropriate density. Check decimals and currency: a locale setting changes presentation, not the meaning of stored amounts.
3. Use the workspace template and inspect the preview
In Imports and international settings, choose materials, products, customers or stock and download that type’s CSV template. Map your columns and resolve every reported error before applying the import. Imports append records; they do not silently merge an existing catalog.
Start with a tiny file. Review names, quantities, units and IDs in the preview. Stock imports must reference existing material or product IDs. A purchase quantity used for costing does not automatically create opening stock.
4. Check a real recipe and usable yield
Choose a recipe you understand and compare every included line. If a $54 batch yields 12 usable units, its included unit cost is $4.50. With 10 usable units it is $5.40. Find the cause of a difference instead of adjusting the selling price until both tools happen to match.
Look for omitted labour, packaging counted twice, mismatched units, overhead allocations and yield definitions. Keep the original assumptions beside the new result.
5. Recreate one quote before issuing anything
Prepare a draft with the same quantity, discount, delivery and payment-fee assumptions as an existing example. Review the final totals and customer-facing output. Do not issue a test quote to a real customer by accident.
6. Confirm saving and export a new backup
The demo is a sample workspace. Verify your email and confirm you are working in your personal account before relying on cloud saving. Check the current plan allowance, save deliberately, reload and verify the records.
Export a fresh backup after the small import succeeds. Move the remaining catalog in reviewed batches and reconcile opening stock against a physical count. Do not treat a migrated quote, stock figure or recorded payment as independent financial verification.