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Mapping your product data for import

Learn how to import and map a CSV file to system fields in Checkfront.

 

Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth, Managed  |  Learn more about our new plans or how to change your plan.


Where can I find this feature using the top menu?

Inventory > Products > Import

What more do I need to use this feature?

  • Admin permission to manage Inventory.

Which Checkfront version supports this feature - classic, new or both?

  • Your account must have access to products (Inventory > Products), a key feature of our newest version of Checkfront. 

 

Products

New to Checkfront - Products ✨

With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).

Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.

 

Importing the spreadsheet

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Product Import File

Once you complete the spreadsheet and add all the products you wish to import, it's time to go ahead and import the CSV file into your account.

Click on the Choose File button, select the CSV file from your device, and then click Submit.

 

Mapping the spreadsheet columns

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When the spreadsheet uploads, you need to map the data columns to the matching fields in your system.

You only need to map the fields you wish to import. If there's a particular column you don't wish to import, then don't select anything from its dropdown menu. Note that SKU and Product Name are required mapping fields.

 

Product Import Mapping

Once you select all the fields, click Import. You are asked to confirm the action.

 

Product Import Confirm

To continue, click the red Import Now! button. If you want to make changes, then click on the No, I need to fix something! button instead.

 

Product Import Success

If everything goes according to plan, then you receive a success message. Click OK to continue.

Should the import not be able to complete, then you receive an error message. Adjust the information in the CSV file based on the error message details and try the import again.

 

In the next article, we look at how to restore product backups when importing.

 

 

< Preparing your products for import     |     Restoring product inventory from backup >

 

 

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