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Products

Importing Products

Written By Timothy Murenzi

Overview

Bring a spreadsheet of products into the Library.

Steps

  1. In Library, choose the project in the Project dropdown.

  2. Click ⋯ and, under Import, click Download template. Always use a freshly downloaded template — it reflects your account's fields.

  3. Fill in one product per row.

  4. Click ⋯ → Import from spreadsheet… and choose your file.

  5. Review what's coming in, fix any problems, and confirm.

Library ⋯ menu with Import from spreadsheet and Download template

Before you import

  • Use consistent product names, vendors, rooms (locations) and categories.

  • Check status values against Settings → Studio → Library and statuses.

  • Check prices and quantities are numbers.

Important limitations

  • We didn't run a full import during this review; confirm the preview step on a small file first.

Related articles

  • About Product Sourcing

  • Searching and Filtering Products