All imports

Categories

Import categories with revenue account mapping and import/journal flags.

Free

Supported Formats

BasilBook Template (.xlsx / .csv)

One row per category.

Column Reference

ColumnRequiredDescription
nameCategory name
usage
  • Whether this category is for inventory items or menu items.
  • sales — menu / sale item categories (e.g. Main Course, Drinks)
  • purchase — inventory / ingredient categories (e.g. Protein, Vegetables)
  • expense — overhead cost categories (e.g. Rent, Utilities, Services)
  • Default: sales
excludeFromImporttrue/false — skip items in this category during import
excludeFromJournaltrue/false — skip journal entries for this category

How It Works

  • Categories are also auto-created during product and POS imports
  • Use "purchase" for ingredient categories, "sales" for menu categories

API Endpoint

POST/api/categories/import

Ready to import categories?