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Managing a large inventory can be a time-consuming task, but the platform makes it easy to import multiple products at once using a simple CSV file. Whether you’re transferring products from Shopify or adding items from another source, this guide will walk you through the process of bulk importing products to the platform.

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Prerequisites Before you begin, make sure you have the following:

• Access to the Payments > Products page in the platform.

• A properly formatted CSV file containing your product details.

• Downloaded sample CSV file from the platform for reference.

Step-by-Step Guide to Bulk Import Products

Step 1: Access the Products Page

• Log in to your account.

• Navigate to Payments > Products from the main dashboard.

Step 2: Download the Sample CSV

• On the Products page, click ‘Import as CSV.’

• A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file.

• Download this file to understand the required format and fields.

  

Step 3: Prepare Your CSV File Open the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool. Fill out the necessary fields for each product. Required fields may include:

• Product Name

• Price

• SKU

• Description

• Category Ensure each field matches the format in the sample file to avoid errors during import. Save your completed file as a .csv.

Quick Tip: Double-check your data for duplicate SKUs or special characters that could cause issues.

Step 4: Upload the CSV File

• Go back to the Payments > Products page.

• Click on the ‘Import as CSV’ button.

• Select your prepared CSV file from your device.

• A preview of your file’s content will be displayed.

Step 5: Preview & Confirm

• Review the preview to ensure all product details are accurate.

• If there are any issues, you can correct them directly in your CSV file and re-upload.

• Confirm everything looks good.

Step 6: Import Products

• Click ‘Import Products’ to finish the process.

• Once the import is successful, your products will be available in the platform, ready for use.

Important Notes & Tips

• Errors: If there are issues in your CSV file, an error message will display with details on what needs to be fixed. Correct the errors in your file and re-upload it.

• Updating Existing Products: You can use the same process to update product details. Ensure the SKUs match for seamless updates.

• Limitations: The platform may have a maximum file size for CSV uploads. Check your file size before uploading.

Troubleshooting Common Issues Here are some common problems users might encounter during bulk import:

• File Format Errors: Make sure the file is saved as .csv and that each field matches the sample format.

• Missing Required Fields: Double-check that all mandatory fields (e.g., Product Name, SKU, Price) are completed.

• Special Characters: Remove any special characters that might cause issues during import.