This article guide you through the process of creating products with the product import template.
Content:
- Understand the product template column values.
- Organize your products with the ArcSite template in the products tab.
Steps to create a project import template
- Navigate to products in your ArcSite admin at here.
-
Select the import & export button and select import from excel.
and download the template
- Complete using the video and article below.
Then click import excel.
- Now you can check for errors using the ArcSite guide here.
Description:
Have a lot of products? Using our spreadsheet import allows you to bulk create (or update) products within ArcSite.
Column values:
Column A: Category | Assign a product category. For example: Vinyl - Railing. |
Column B:Product Name | Assign a product name. For example: Waterfall "B" Sweep Rail. |
Column C: Description (Optional) | Optional. Additional information. Clients can also see this category. Use this category when you would like to create a list under the product line item in your client proposal. |
Column D: Unit |
This column controls how products are measured by ArcSite.
|
Column E: Unit Cost |
This column controls how products are priced, corresponding to the unit chosen in column D. |
Column F: SKU (Optional) | Optional. Place your SKU information here if used. |
Column G: Visual Type |
|
Column H: Tax exempt. | Y for no tax, blank for tax. |
Please see our product import template video below:
Additional Resources:
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