Bulk Import Product Data
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.
For your industry
Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Marketing Services
Sales Quotes for Accounting
Sales Quotes for Home Construction Companies
Sales Quotes for Web Developers
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes for IT Services