The Products tab in the Payments section of your CRM allows you to manage all your product listings, whether you are uploading them via CSV, importing them from Stripe, or creating new products from scratch. This feature provides an easy way to handle your offerings and ease the purchasing process for your clients while maintaining an organized view of your products.
Note: Access to certain features may depend on your user permissions.
Products Overview #
To access this, hover over the Products drop-down menu and click on Products.
Import Products as CSV #
You can quickly import a bulk list of products by selecting the Import as CSV option. This is useful if you already have a list of products in another system or spreadsheet and want to add them to your CRM without manually creating each one.
Import Products From Stripe #
If you use Stripe for payments, you can easily import your existing products directly from Stripe into the CRM. This eliminates manual entry and ensures that your Stripe products are always synced with your CRM.
Create a Product #
To add a new product manually, click the + Create Product button.
Search For Products #
Use the Search bar to find a specific product. Type in the product name and the system will display matching results, helping you quickly locate products without scrolling through long lists.
Filters #
This option allows you to limit the shown results. You can filter your results based on the Collection they are included in, their visibility in your stores, or where the product originally came from.
Products Table #
The Products Table gives a clear overview of all your added products. It consists of the main product image, its name, product type, and the last time the product was updated.
Bulk Actions #
To apply changes to multiple products at once, check the boxes next to the products. This makes the Bulk Action dropdown appear, from which you can manage all selected products at once.
Quick Actions #
From the Products Table, you can manage your products by clicking the three-dot icon, then selecting Edit to make changes, Duplicate to copy the product, or Delete to remove a product if it is no longer needed.
Whether you are importing existing products, creating new ones from scratch, or editing current listings, the Products section in your CRM is designed to simplify how you manage and organize your offerings while keeping your products up-to-date and accessible.
Frequently Asked Questions #
How do I open the Products section? #
Hover over the Products drop-down menu in the Payments section and click on Products.
What are the ways to add products to my CRM? #
You can import a bulk list via CSV, import products directly from Stripe, or create new products manually with the + Create Product button.
How do I find a specific product quickly? #
Use the Search bar and type in the product name, or apply Filters based on collection, store visibility, or product source.
What information does the Products Table show? #
The table displays each product’s main image, name, product type, and the date it was last updated.
How do I edit, duplicate, or delete a product? #
Click the three-dot icon on a product row in the Products Table, then choose Edit, Duplicate, or Delete.
Why might some features be unavailable to me? #
Access to certain features in the Products section may depend on your user permissions.
