The ArcSite Product Import Template

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 

1. Navigate to products in your ArcSite admin at here.
2.   Select the import & export button and select import from excel. and download the template 
3. Complete using the video and article below. 
4. Then click import excel.
5. 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.  If your products are linear. Select the appropriate linear measurement (FT, IN, or metric units).  If your products are area based. Select the appropriate area measurement (SQFT, SQIN, or metric units).  If your products are volume based. Select the appropriate volumetric measurement (CUFT, CUIN or metric units).
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	Enter NO_VISUAL. Visual type is added at the bundle level when using the product template import method.
Column H: Tax exempt.	Y for no tax, blank for tax.

Please see our product import template video below:

Additional Resources:

Trouble shooting errors