The idea for your CRM is that it helps you, amongst other things, to keep all information organized and centralized so you don’t miss anything. However, for those who already had a store outside the system or were keeping manual control of their products and inventory having to move that information can be a daunting task.

With the help of this guide, you and your team can minimize the effort and move all your products over at once. To start, go to the Products tab inside the Payments section.

Next, click Import as a CSV.

Click Download sample CSV, this will download a file you can use as a reference when creating your spreadsheet. If you already have a file, be sure to save it as a CSV with the correct formatting.

The system will import any information within these fields:

• Track Inventory – True/False
• Allow out-of-stock purchases – True/False
• Available quantity – number
• SKU
• Weight value – number
• Weight unit – Kg, g, lb, Oz
• Dimension Length – number
• Dimension Width – number
• Dimension Height – number
• Dimension unit – cm, m, in (Non-case sensitive)
• Enable Product label (True/False)
• Product label content
• Start date and time – ISO Format
• End date and time – ISO Format
• SEO Title
• SEO Description

When you have your file ready, click to upload and select it from your device files, then click Upload and Preview.

This will use the first product in the list to show you a preview of how the products will look inside the system. If you’re happy with the view click Import Products to continue.

It takes a moment for the system to import the products so a popup will be displayed to help you keep track of the process.

You should now see your products as individual entries under the Products page. If you do, you are done! The days of creating your product list one by one are long gone. Now you can import large lists of products when needed!

Frequently Asked Questions #

Where do I start a product import? #

Go to the Products tab inside the Payments section, then click Import as a CSV to begin the import process.

How do I know what format my CSV should be in? #

Click Download sample CSV to get a reference file you can model your spreadsheet on. If you already have a file, save it as a CSV with the correct formatting before uploading.

What product fields can be imported? #

The system imports fields including inventory tracking, out-of-stock purchase settings, available quantity, SKU, weight value and unit, dimensions and dimension unit, product label settings, start and end date/time in ISO format, and SEO title and description.

Can I preview before importing? #

Yes. After uploading your file, click Upload and Preview to see how the first product will look inside the system. If you’re happy with it, click Import Products to continue.

How will I know when the import is complete? #

A popup displays to help you track the import process. Once finished, your products appear as individual entries under the Products page.

Why should I import products instead of adding them one by one? #

Importing lets you move large lists of products over at once, which dramatically reduces the manual effort of creating each product individually, especially when migrating from another store or manual inventory.