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Mapping your product data for import

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |
Locate: Inventory > Products > Import
Prerequisites:

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

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

In this article, we look at how at to map the fields of an imported CSV file to system fields in Checkfront.

New to importing products and what is required? Be sure to read the first article in this series for an introduction!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the product import feature.

 

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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