Adding Catalogs
The CSV Upload feature allows Company Admins to easily add Catalogs to their instance.
Access CSV Uploads
There are two ways to access CSV Uploads for Catalogs:
- Navigate to your user drop-down menu in the top right hand corner, and then select CSV Uploads.
- In the "Choose Upload Type" menu that appears, select Catalogs. Click the blue "+ CSV Upload"button to continue.
OR
- Navigate to the Items tab from the Navigation Bar
- In the top right hand corner, click on Upload CSV button
CSV Upload Overview
The first time you use the CSV Upload feature, you receive a message that outlines the steps of the upload process. If you prefer to not see the message again, check the box then click Ok, let’s go.
Adding Catalogs
The CSV Upload tool allows you to add multiple Catalogs at once. To add new Catalogs, select Create Catalogs.
Preparing your Catalog File
To begin, you will create a CSV file. When creating new Catalogs, the CSV file must contain the following required headers:
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Include the headers for all optional fields you'd like to update:
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Uploading Your New Catalog CSV File
- When you are ready to upload your CSV file, click Choose.
- Select the file you want to upload, and then click Open > Next.
Select the file you want to want to upload. The system verifies the columns provided in your CSV file.
Prior to processing your file, you are able to review the data to be uploaded one last time. From this location, you can edit each column as needed, start the process over, or proceed to processing the CSV.
Uploading your File
Upon clicking Process CSV, you will be directed to a CSV Uploads status screen. In the status column, you'll see either In Progress or Completed.
- Verify the new Catalogs have been added by revisiting the Items tab.
Once the upload is complete, you will receive an email confirming the amount of successful records uploaded as well as if there were any errors.