Upload Products & Variants Via CSV

Upload Products & Variants Via CSV

Software Updates

February 20, 2024 ● 2 min read

Upload Products & Variants Via CSV
Picture a small business launching a new online store or migrating from a different platform. With Bulk Product Import in our CRM, they can effortlessly upload their entire product catalog via CSV, ensuring a quick and smooth transition without the hassle of manual data entry.
Upload Products & Variants Via CSV: The CRM introduces Bulk Product Import, enabling businesses to swiftly upload products via CSV, streamlining the process and facilitating faster integration into the system.

⭐️ Why Does It Matter To Your Business?

  • Efficient Product Management: Business owners can now easily bulk upload products, including variants, via CSV, saving time and effort in product management tasks.

  • Seamless Migration: Simplify platform migration with the ability to import products from different platforms, ensuring a smooth transition to our CRM.

  • Improved Workflow Integration: With a sample CSV format available and real-time processing, seamlessly integrate products into their system, enhancing overall system usability.

⭐️ How To Upload Products & Variants Via CSV:

  1. Access the Payments tab from the left navigation menu, select Products from the upper navigation menu, and click on the newly added feature “Import as CSV.”

  2. Upload the CSV file by clicking on the Click to Upload button or drag the CSV file here.

  3. Click on Upload & Preview once the file is loaded.

  4. You can view the selected products and variants. Click on Import Products.

    Note: This is only available for one-time products and their variants as of now.

  5. After clicking on the Import button, the system will take some time to upload the file. You can see the progress in the progress bar.

  6. After the uploading is done, your uploaded files will be shown under the products tab.

Bulk Product Import empowers businesses to efficiently upload products via CSV, streamlining workflow integration and simplifying platform migration. Save time, enhance productivity, and seamlessly manage your product catalog with this groundbreaking feature in our CRM.

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