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Importing products

Last updated on November 5, 2024
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4 minutes to read

When you create many products at the same time, you may import a CSV file containing information about these products. After importing, you need to select a workflow and a pipeline, and then create a product link in each product manually.

In this article, you will learn how to create, fill, and import a CSV file to BackOffice, and then how to prepare your products manually.

Creating a workbook

To import products to BackOffice, you need to create a workbook with special column names.

Note

You may fill only the necessary cells and delete empty columns.

The following example illustrates a T-shirt product.

A filled workbook containing a product.

Let's consider each column in detail.

Number	Name	Description	Type	Example
1.	Product name	Mandatory. The product name in BackOffice.	string	`T-shirt`
2.	Product description	Optional. The description of this product that is available only in BackOffice.	string	`These are black, white, and gray T-shirts`
3.	Option name	Mandatory. The name of an option.	string	`Size`, `Color`
4.	Option tooltip	Optional. The hidden text that appears when you hover the pointer over the tooltip sign (?).	string	`This option defines the color of a T-shirt.`
5.	Option description	Optional. The description of an option.	string	`Select the color of a T-shirt.`
6.	Option binds designs	Optional. The Boolean value that selects the checkbox in the Designs tab.	boolean	`yes`, `no`, `true`, `false`, `1`, `0`
7.	Option binds mockups	Optional. The Boolean value that selects the checkbox in the Mockups tab.	boolean	`yes`, `no`, `true`, `false`, `1`, `0`
8.	Option value name	Mandatory. The name of an option value.	string	`Black`, `White`
9.	Option value tooltip	Optional. Additional text for an option value.	string	`10 T-shirts in stock`
10.	Option value color	Optional. The color of an option value in the HEX format.	HEX	`#808080`

To learn more about these product features, read the Creating products and Editing options articles.

To start creating your workbook, you may want to download an empty CSV file with these column headers.

Filling cells

Now, let's learn how to fill in a workbook correctly.

Product and options

Let's start to fill this workbook from the Product, Product description, Option name, Option tooltip, and Option description columns. These values must be in the same row.

Add a product name, a product description, option names, an option tooltip, an option description.

Binding designs, mockups, and documents

You can select design, mockup, and document variants in the Option binds designs, Option binds mockups, and Option binds documents columns in this workbook. To learn more about selecting assets, read the Connecting assets to products article.

These values must be in the same row as an option name.

Option binds designs, option binds mockups columns are related to the option name.

Option values

The first option value name must be in the same row as option name. Then, enter option values one under another.

The first option value is in the same row as the option name.

Option values settings

You can add a tooltip, a description, and a color to each option.

They correspond to each option name and must be in the same row with them.

Add the option value tooltip, the option value description, and the option value color to each option value.

Several options in a product

You can define a new option name in the next row under the last option value.

Here, the first color option is in row 2. The option value names black, white, and gray are in rows 2, 3, and 4.

You can start a new option Size in row 5.

Add a new option under the last option value of the previous option.

Several products

You can start a new product in the next row under the last option value of the product above.

Here, the lowest value of the first product is at row 7.

You can start a new product in row 8 .

You can add a new product to this workbook under the last option values of the previous product.

Filled workbook

Let's see the result. In this workbook, you have two products: a T-shirt and a business card.

The filled workbook containing one product with two options.

You can download this CSV file containing the example: the workbook with the example.

Importing a workbook

To import a workbook containing your products, go to the Product and click Import.

The import button.

The product is almost ready. Now you will define settings manually.

Improving a product

In this paragraph, you will continue to prepare your product manually. You need to select a workflow and a pipeline, fill SKUs, and create product links in each imported product.

Workflows and pipelines

You need to select a personalization workflow and a personalization pipeline manually. To learn how to do this, read the Creating products article.

SKU

You may enter SKUs manually. To do so, read the Product Variants article. To import SKUs from a workbook, read the Importing SKU article.

Designs, mockups, and documents

To connect assets to a product, read the Connecting assets to products article.

Links

You need to add product links to a product manually. To create them, read the Connecting products to an e-commerce system article.