Data Import

This page explains how to import data in bulk from CSV files. You can import products, prices, companies, contacts, categories, inventory, attributes, discounts and media.

Before you begin

You need Owner access to use the data import page.

Import data

Go to Admin > Data Import to open the 4-step import wizard.

Step 1: Choose the data type

Select the type of data you want to import from the dropdown.

Category	Import types
Core data	Products, Companies, Contacts, Customers, Categories
Pricing	Prices, Bulk Prices, Bulk Cost Prices, Pricesheets, Discounts (price sheet discounts)
Inventory	Inventories
Attributes	Attribute Products, Attribute Clusters, Attribute Categories, Attribute Companies, Attribute Contacts, Attribute Customers, Attribute Descriptions
Media	Media Images, Media Documents, Media Videos

Each type has a Download an example .csv file link. Use this to get a template with the correct column headers.

tip

Download the example CSV for each data type before preparing your import file. The example shows the expected column headers and format, which reduces mapping errors in Step 3.

Step 2: Upload your data

Click the Upload button or drag and drop a CSV file. Only .csv files are accepted.

After the upload, you see the file name and size (in KB). You can upload a different file if needed.

Step 3: Map the headers

A mapping table shows your CSV column headers alongside a Data Types dropdown for each column. Map each CSV column to the corresponding field in the system.

Headers that exactly match a system field name are auto-mapped. You can manually adjust any mapping.

Step 4: Review and import

Click Import in the header to execute the import. The results page shows:

• Successful rows imported count (with a green check mark)
• Errors found count (with a red warning)
• An error details table showing error messages grouped with the affected row numbers

Related pages

• Attributes - manage attribute definitions
• Value Sets - manage value sets for Enum-type attributes