Step 1: Go to SYSTEM, then click on Import/Export.

Step 2: Go to Products Import/Export tab, then click on Download Template.

Step 3: Open the downloaded CSV file.

Step 4: Complete the Product Template. Make sure to delete the sample row.

Note
Below are the mandatory fields:

  • Category Level 1
  • Product Code
  • Product Name
  • Product Description
  • Minimum Order Qty
  • Taxable (Yes/No)
  • Billing Unit
  • Order Unit
  • Unit Price

Step 5: Save the completed Customer Account Template as a .csv file.

Step 6: Click on Choose File to select the updated Product Template.

Visible to All Customers
Click here for the steps on how to upload Product data for selected Customers.

Step 7: Click on Upload.

Notification appears once products have been uploaded.

Need more help with this?
Don’t hesitate to contact us here.

Thanks for your feedback.