If you have a list of products or an export file from your previous software, you don't have to add them one by one. You can download and use our template, fill them out, and upload them back, and you're ready to go.
If you want to add an individual product, find out more about this here.
Check out the Adding New Products through our interactive demo below 👇
⚠️ Important Tips for a Successful Import
Do not remove, rename, add, or rearrange columns—the template structure must remain exactly the same.
Ensure all required fields are completed before importing to avoid validation errors.
Use consistent pricing formats: numbers only, with no currency symbols or special characters.
Enter markup as a whole percentage
Select only existing product categories that already exist in your system
Keep product names unique to prevent duplicates during import.
Verify that tax rates are configured in your system preferences before uploading.
Import Products to your Directory
1. Download the template
From Digitail by going to Administration - Import Workbook - Products- Import New
2. Open the template in Google Sheets
After downloading the template, open it using Google Sheets, fill it out or paste the information from your current export file according to each column header.
3.) When defining a product, be sure to complete all of the following Required Fields:
Name: You can choose a product from the Digitail database from the drop-down menu, or you can create your own personalized version
Category: Choose from the drop-down menu the correct category. This is important because you can generate reports according to these categories and some products, depending on the category it can be visible on the health-card as well as in templates and forms
Manufacturer: Choose from the drop-down menu the manufacturer from your database.
Measurement Unit: Main unit of the product
Measurement Subunit: The second unit of the product
Size / Quantity: Input here how many Subunits are in a Unit
Example: If you have a product that is a VIAL of 10 mL, the Unit is the "Vial", the size is "10" and the Subunit is "mL".
Tax: Choose from the drop-down menu the corresponding option
Sales Prices: Retail price including markup and tax. Keep in mind that this is always referring to the UNIT and not the SUBUNIT.
✅ The fields below are optional, though strongly recommended.
Recommended Markup %: The suggested percentage increase applied to the cost price use to calculate your retail selling price. Must be a whole number percentage (ie: 1.5 = 150%)
Barcode No. / SKU (Optional): You can add here the product's barcode. You'll be able to search and use the product just by scanning it.
Dispensing Fee: The additional fee charged when dispensing this product, already inclusive of applicable taxes. This fee will be added on top of the base product price during billing and will be hidden on the invoice
Barcode/SKU: The unique identifier used for scanning and tracking this product in inventory. This may be the product’s barcode, SKU, or internal code.
Minimum Stock: The lowest acceptable inventory level before a restock alert is triggered. When stock falls below this threshold, the system will flag it for restock. Set the Stock Alert Receipt Email to automatically send an notification to your email of choice.
Optimal Stock: The target inventory level you aim to maintain. Helps with ordering by suggesting the amount needed to restock up to this level.
Days Before Expiration Alert: The number of days prior to a product’s expiration when an alert should be generated. Set the Stock Alert Reciepet Email to automatically send an notification to your email of choice.
Directions: Instructions on how this product should be used or administered. For example: “Give 1 tablet by mouth once daily with food.” These appear in patient records and can be shared with clients on discharge notes, record summaries and the medication label.
Recommendations: Suggested guidelines for product use, dosage, or follow-up. Recommendations may be used internally by staff or included in discharge instructions.
Controlled Substance: Indicates whether the product is legally regulated as a controlled substance. Select “Yes” to ensure compliance with reporting, logging, and inventory restrictions. If left blank this will default to "No" in the platform.
Consumables: Identifies products that are used up during procedures or treatments (e.g., syringes, gloves, bandages). Useful for inventory tracking and cost allocation. If left blank this will default to "No" on the platform.
AAHA Code: The standardized code defined by the American Animal Hospital Association (AAHA) to categorize services and products for benchmarking, reporting, and compliance.
5. Save the template to your computer without changing the file name.
📍 Tip: When saving your New Products CSV template (e.g., Digitail_Import_NewProducts_2025-12-10_23-28-36), do not rename or modify the system-generated file name.
Instead, add your custom label before the existing file name — for example:
ClinicA_Digitail_Import_NewProducts_2025-12-10_23-28-36.
This ensures Digitail can correctly recognize that you are uploading the New Products template and prevents mapping or upload errors.
Update the file name in the front of the template name (if needed)
Select File
Select Download
Select Microsoft Excel
Save to your computer
6. Upload the spreadsheet into Digitail
Drag file or Select "Browse Files" and select files to upload.
7.) Select Start Import
You'll get a green notification about how many products have been uploaded successfully.
Select Import Another File if you are importing multiple files
Select "View Imported Products" to review you recently uploaded product details
Want early access to this beta feature? Contact us, and we’ll enable it for your hospital.