How to Import Products into Your E-Commerce Platform

Managing your e-commerce store is all about keeping information organized and centralized, and your CRM plays a crucial role in that. If you previously managed your store outside of this system or manually tracked your products and inventory, migrating that data may seem overwhelming. Fortunately, this guide will help you streamline the process and import all your products at once.

To begin, navigate to the "Products" tab within the "Payments" section, and select the option to Import via CSV.

Next, click Download sample CSV. This file will serve as a template for structuring your product information. If you already have a file, ensure it is saved in the CSV format.

The system allows you to import the following fields:

• Inventory Data

• Shipping Details

• Product Labels

• Track Inventory (True/False)

• Weight (numeric value)

• Enable Product Label (True/False)

• Allow Out-of-Stock Purchases (True/False)

• Weight Unit (kg, g, lb, oz – case-insensitive)

• Product Label Content

• Available Quantity (numeric)

• SKU

• Dimensions (Length, Width, Height – numeric)

• Start/End Date and Time (ISO format)

• Dimension Unit (cm, m, in – case-insensitive)

• SEO Title and Description

Once your file is ready, click Upload and Preview, select your CSV from your device, and then proceed by clicking Upload and Preview.

The system will display a preview of your products using the first item in your list. If everything looks good, hit Import Products to proceed.

The system will take a moment to process your products, and a notification will pop up to keep you updated on the progress.

Once the import is complete, you should see all your products listed individually on the Products page. Congratulations! You’ve successfully imported your product catalog in bulk, eliminating the need to add each product manually.