Multiple recipient support on Proposals and Estimates

Managing a large inventory can be a time-consuming task, but the platform makes it easy to import multiple products at once using a simple CSV file. Whether you’re transferring products from Shopify or adding items from another source, this guide will walk you through the process of bulk importing products to the platform.

Prerequisites
Before you begin, make sure you have the following:

• Access to the Payments > Products page in the platform.
• A properly formatted CSV file containing your product details.
• Downloaded sample CSV file from the platform for reference.

Step-by-Step Guide to Bulk Import Products

Step 1: Access the Products Page

• Log in to your account.
  
• Navigate to Payments > Products from the main dashboard.

Step 2: Download the Sample CSV

• On the Products page, click ‘Import as CSV.’
  
• A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file.
  
• Download this file to understand the required format and fields.

  
  

  

Step 3: Prepare Your CSV File
Open the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool.
Fill out the necessary fields for each product. Required fields may include:

• Product Name
• Price
• SKU
• Description
• Category
  Ensure each field matches the format in the sample file to avoid errors during import.
  Save your completed file as a .csv.

Quick Tip: Double-check your data for duplicate SKUs or special characters that could cause issues.

Step 4: Upload the CSV File

• Go back to the Payments > Products page.
  
• Click on the ‘Import as CSV’ button.
  
• Select your prepared CSV file from your device.
  
• A preview of your file’s content will be displayed.

Step 5: Preview & Confirm

• Review the preview to ensure all product details are accurate.
  
• If there are any issues, you can correct them directly in your CSV file and re-upload.
  
• Confirm everything looks good.

Step 6: Import Products

• Click ‘Import Products’ to finish the process.
  
• Once the import is successful, your products will be available in the platform, ready for use.

Important Notes & Tips

• Errors: If there are issues in your CSV file, an error message will display with details on what needs to be fixed. Correct the errors in your file and re-upload it.
• Updating Existing Products: You can use the same process to update product details. Ensure the SKUs match for seamless updates.
• Limitations: The platform may have a maximum file size for CSV uploads. Check your file size before uploading.

Troubleshooting Common Issues
Here are some common problems users might encounter during bulk import:

• File Format Errors: Make sure the file is saved as .csv and that each field matches the sample format.
• Missing Required Fields: Double-check that all mandatory fields (e.g., Product Name, SKU, Price) are completed.
• Special Characters: Remove any special characters that might cause issues during import.