In SalesTown CRM, importing products is essential for maintaining an up-to-date and comprehensive inventory. This guide will walk you through the process of importing products, ensuring your product catalog is accurate and readily accessible. Follow these steps to seamlessly integrate new products into your system.
Step-by-Step Guide to Import the Products in SalesTown CRM
1. Navigate to Import Setting
- From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
- Click on Settings to open the settings page.
- In the settings page, find and click on the User Data < Import option.
- This will open the Import page, which includes different modules Tab such as Leads, Contact, Seeding, and Products
2. Download the Template
- Go to the Products tab by clicking on it. The Product Import window will appear.
- Before importing, download the sample template provided by SalesTown CRM to ensure your data matches the required format.
- Click on the Download Format link.
3. Prepare Your Data
- Open the downloaded template.
- Fill in your contact data according to the column headers in the template.
- Ensure each column is filled out correctly, and mandatory fields are not left blank.
4. Upload the File
- After preparing your data, go back to the Import Product section.
- Click on the Choose File button to select your filled template.
- Click on the Import Products button.
- The system will notify you once the import is successful.
π‘πΌππ²: 1. Product Name and Product Code are mandatory in the sheet when importing.
2. Duplication of products will be checked based on Product SKU.
3. If a product SKU/ Code is found to be a duplicate when importing then, an alert with the duplicate no. of the product along with the list will be shown and the list can be downloaded to check.
4. The duplicate Product list can be downloaded within 72 hours of importing the respective data.
2. Duplication of products will be checked based on Product SKU.
3. If a product SKU/ Code is found to be a duplicate when importing then, an alert with the duplicate no. of the product along with the list will be shown and the list can be downloaded to check.
4. The duplicate Product list can be downloaded within 72 hours of importing the respective data.
Tips and Best Practices
- Data Accuracy: Ensure your data is accurate and complete before importing to avoid errors or data loss.
- Field Mapping: Pay close attention to field mapping during import to ensure data integrity.
Technical Problems
Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.
Following these steps, you can efficiently import products in SalesTown CRM, ensuring your product data is always up-to-date and accessible.