Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better. It also means that while all customers can benefit from this feature right now, when it's out of Preview it may be restricted to certain subscriptions.
Maintaining your CRM data is critical. Using our 'Update via Excel' tool, you can quickly update your Product information in bulk, rather than individually, line by line.
Step 1: Navigate to Products
In the navigation menu, select 'Products' then 'Product Items'. Click on the further options menu (three dots) in the top-right hand corner, and choose 'Update via Excel'.
Step 2: Update via Excel
In the pop-up, tick the boxes next to the Product Item fields that you'd like to include in your update. Once happy with your selection, download the template spreadsheet that's used to import this information into Prospect CRM. This can be done by pressing the 'Export records' button.
Fill out the template in Excel. Then, upload your data into Prospect CRM by pressing 'Next'. You can either manually select your spreadsheet from your PC file browser, or drag the file into the highlighted area.
The update tool will then check your data for any errors and if there are none, will allow you to continue to upload your data.
Once you've uploaded the data, Prospect CRM will begin the update. Check on its progress by going to the Data Import Report in People & Places (from the navigation menu).