You can bulk import all of your products and services into GleanQuote instead of entering them one by one or you can use bulk import to update product fields (like price, cost, etc), rather than creating new product records.
You cannot import bundled products, product options, volume pricing, or product images. These will need to entered one product at a time.
Custom product fields can be imported by including them as a column in the import CSV.
Here is an example CSV for Uploading Products (Basic info)
To get started, navigate to the Product list view and click the orange Bulk Import button.
You will need a CSV file of your products/services that is less than 5MB in size. The format of the CSV is shown in the image below. The minimum columns should be Name, Model, Price, and Supplier. Make sure that you have all of the Suppliers defined in the GleanQuote Supplier section before importing your products. Each row should be a separate product.
Note, for tags and multi-select drop down fields, if there is more than one value, then separate them by commas and each value will be added to the product field.
Once you have uploaded your CSV file, you will be able to map the fields in the CSV to GleanQuote fields.
You can map CSV fields to more than one GleanQuote field by clicking the Map to Additional Field link.
The Duplicate Data drop down enables you to determine how Duplicate Data is handled for each field. Options are Do Not Overwrite, Overwrite, Overwrite if Blank. For tags and mulit-select fields, there is an additional option of Add to Existing Values.
If you have extra columns in the CSV that are not needed for the import, you can toggle the Exclude from Import toggle to ignore them.
Name, Model, Price and Supplier are required fields and must be mapped to a GleanQuote field.
On the next step, you will be able to correct any mapping errors. For instance, if you typed a value for a field that does not exist, you will be able to Add as New Value or Add as No Data or Select the value you meant to type in the CSV. In this instance, for the field Tags, one of the products had a value of On Sale typed in the CSV when it should have been On Sales. You can map it to the correct value as we did in this example. Also, the value Great Buy did not exist as a tag, so you can Add as a New Value here and a new tag will be created with the value of Great Buy.
Next, you will be able to review your mapping with a data from the first product in your CSV file.
After clicking the Accept and Import button, a confirmation screen will display letting you know that the import will take place in the background.
When your import is complete, you should receive an email and/or an in-app notification (depending on your notification settings in your user settings) letting you know the import is complete.
You should then be able to view your newly imported products from the product list view.