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How to import products using Excel?

If a customer has a lot of products this is a brilliant way in how to much create products without having to create one at a time.

Before getting startedyou need to log into the Portal in order to do this.

  1. Go to Products in the navigation menu under Products and press Import in the top-right corner.

  2. In Step 1: Upload Data File, you will be asked to Choose a file from your computer of your product list, then click Upload. You can upload CSV or XLS formats.

If you don't already have a product list file, you can download our template here ⟶ Product List Template.

  1. After uploading the file, Step 2: Map Columns will appear allowing you to map the columns in your spreadsheet to the product details in our system.

Name, Price, and VAT Rate are required.

  1. Step 3: Metadata provides advanced options for the import, such as overwriting or syncing with existing products you've already added.

  2. Finally, click Save at the bottom to finish the import.

You will return to the product list where you'll see the new products and receive a notification that the products were added."

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