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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:

  1. Navigate to your user drop-down menu in the top right hand corner, and then select CSV Uploads
  2. In the "Choose Upload Type" menu that appears, select Catalogs. Click the blue "+ CSV Upload"button to continue.

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  1. Navigate to the Items tab from the Navigation Bar 
  2. In the top right hand corner, click on Upload CSV button

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NOTE: The following steps will be the same regardless of the path chosen to reach the upload tool


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.

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NOTE: You cannot upload a file that contains a combination of new and existing 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:

  • name

Include the headers for all optional fields you'd like to update:

  • scannable
    • Set to 'True' to enable barcode scanning for this catalog. If no value is provided, it will default to 'False'
  • dynamic*
    • Set to 'True' to enable automatic catalog scoping by a shared place-catalog item property. If set to 'True', you must provide a valid property for 'dynamic_property_name'. If no value is provided, it will default to 'False'
  • dynamic_property_name*
    • Only provide a value if the 'dynamic' field is set to 'True'
  • status
    • Activate or deactivate this catalog. Choose from values: 'Active' or 'Inactive'. If no value is provided, it will default to 'Active'
* The "dynamic" and "dynamic_property_name" fields won't be available to everyone. Those fields will only show up as available if the company has at least 1 property that is shared between catalog items and places. Speak with your Customer Success Manager if you have questions.
TIP: For help getting the column headers just right, you can download an Example CSV to start from.

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.

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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.

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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.

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  • 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.


If you receive errors on your new Catalogs upload, please read this article on resolving CSV Upload errors.
Have more questions? Submit a request