Bulk Import Product Data


Introduction

Product imports may be a one-off task when you first start using QuoteCloud, or a regular exercise to constantly update product data and pricing from a 3rd party system.  Using a Comma Separated Values (CSV) file is a common (manual) method of copying data from one database to another.  This guide explains how to import product data using a CSV file.

Data Import Process

To perform a product data import follow the steps below:

Step 1: Navigate to Content Libraries and then select the Products option (see illustration below).

Step 2: Click on the button Import All Products.

Step 3: Click on the button Choose a CSV File, now select a file from your computer hard drive or network drives.

The CSV file will need to be in a specific format; if you do not know the correct format, you can download a sample import file using the Download Sample CSV File. This sample file will give you the correct order of data columns in your import file.  

Please make sure that the product import file you have prepared matches the sample you can download?

Step 4: Your product data is successfully imported into QuoteCloud. A message displays with a success notification and the number of records imported.

 If there is a problem with your import file, then QuoteCloud will attempt to advise you of the problem, and you can alter your file data and try again.

If you continue to have issues importing your product data, you can contact the QuoteCloud Support Team.  Click on the Account menu, and then select Email Support.

Related User Guide Topics

Add a Product to your Product Catalogue
2 Mar 2020
By using a Product Catalogue, Sales Consultants can be confident that they will be using the latest information and the correct price data in their sales quotes. Learn how to add products to a product catalogue in this user guide topic.
What is a Product Catalogue?
29 Oct 2019
The product catalogue feature in QuoteCloud helps your sales team quickly add standard products you sell to a sales quote. Learn more here.
Bulk Import Product Data
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Usng the block import you can import all your product data at at once. Learn how this works.

Getting Started

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