Whilst we strongly recommend integrating your Accounting/ERP/Inventory Management System, you can still create and update Products in the CRM using our Data Importer tool.

If you wish to bulk update Products via Excel, please follow this guide instead.

To create new Products, navigate to the Data Importer. This can be found in People & Places in the navigation menu, or by following this link.

Then, select 'Product Items' from the 'Create new records' button.

You'll then need to tick all the data fields you want included in your spreadsheet, remembering to click "Show More" to ensure you don't miss any. Select 'Generate template' when ready.

This will then generate an Excel template with some sample data for you to review before adding your own data. The template can be downloaded using the 'Download' button.

Once you've downloaded the template and populated it with your data, you can now import this into the CRM. Simply drag and drop the template into the space provided or select it from File Manager.

Don't worry if the pop up has disappeared in the time you edited the spreadsheet. Follow the above steps again, but instead of selecting 'Generate template', press 'Next'. This will take you straight through to the new page, but make sure the correct fields are selected.

Don't forget to remove the sample data before beginning the import!

You'll get a preview of your data and the fields you're importing before you continue, allowing you to double the data.

Press 'Next' to kick off the Products import!

The progress bar indicates how much data has been processed. The data has to be uploaded to our servers before we can start creating the records in the CRM. This shouldn't take too long, but it will depend on the amount of data you're creating. Please don't click away from this window during this time, as it will stop the import.

The Products will now be created and you can monitor how it's doing by seeing what row it's on. You're now welcome to close this pop up, as the import can run in the background. Don't worry - you'll be emailed once this has been completed.

Once the import has finished, you can view the records in the CRM. It will also track the import back on the main page where you can download the template again if you need to check what was done or who did the import.

CRM Products won't be created automatically in your Accounting/ERP/Inventory Management system. They are CRM-only products unless you have Product Creation enabled at the point of Order Confirmation and integrate to a supported Accounting/ERP/Inventory Management system. Please see this guide for more information.

Note: Products created in the CRM can't then be edited unless they're in your Accounting/ERP/Inventory Management system or by using the "Update via Excel" feature.