Browse the documentation
Import data from a spreadsheet
Bring products, customers, leads, employees or invoices in from a file. Nothing is saved until you have seen what will change.
ChannelAdminImport dataSteps
- Open Import data
In the channel, open Admin, then Import data. The steps are Choose, Match columns, Check and Import.
- Choose what and from where
Under What are you bringing in? pick the kind of record. Under From where pick your source, such as CSV or Excel. Drop your file into the box, or choose Download a template first if you are starting from scratch.
- Match your columns
Under Match your columns to ours, check where each of your columns goes. Columns we guessed are marked Guessed. Pick Do not import for anything you want to leave out. Choose Continue.
- Check before importing
What will happen shows how many rows are new, updated, skipped or have errors, and lists the rows we cannot import. Fix those in your file if you need them.
- Import
Choose the Import button. When it finishes you can download the errors file.
Tips
Related guides
Search the Help Center for answers, or ask our support team. Tell them which guide you were following and which step.