We understand that not everyone has an an integrated accounts/ERP system with our CRM. Whilst we do recommend having an integrated accounting/ERP system, you can still import product items using our Product Import tool.
To import your product records navigate to the Prospect 365 Admin section via https://admin.prospect365.com/. To run the import tool you will require Prospect 365 Administrator rights, if you require these then please speak to your key CRM user or our Customer Services Team.
To get started you will need to download a copy of the excel spreadsheet used to import your product items.
Once within the Admin section, scroll down the menu until you reach the Data Management folder. Within here click on the Export Data option.
From the record type drop down make sure you have Product Items selected, once completed click Export.
The Export will then start processing your request, you can check on it's progress within the File links section.
Once completed you will be able to click on the Download link for the Product Items File.
Depending on how many products you already have within your system, they will all be listed within the exported spreadsheet.
You will now need to start editing this spreadsheet to include your new products. To do so scroll down to the bottom of the list of products & enter in the information about the product that you wish to import. As a minimum you will need to give the product a Product Item ID, Product Description & Price. Please do not change the column titles as these will be used by the import, to know where to import this information to.
Finally, once you have entered in the information about your product put INSERT in the Action column for each new product item.
Now you have added your new product items to the spreadsheet we can use the import tool. Navigate back to the Admin section & scroll down the menu until you reach the Data Management folder. Within here click on the Import Data option.
From the record type drop down make sure you have Product Items selected, once completed click Browse to find your newly updated excel file.
Once you have selected your excel file you can click Upload & Import. Your new products will then be imported into your CRM system.