Lesson 2. Import Existing Products

This lesson will guide you through the process of creating products with the product import template. 

Goals:

• Understand the product template column values.
• Organize your products with the ArcSite template in the products tab.

Description:

Creating your ArcSite template translates products into something ArcSite can draw, price, and even create sales proposals with, all using a simple spreadsheet. Please note, only use this guide when prompted by the ArcSite onboarding tool or sales & customer success. The template workflow is best for organizations with over 50-70 products. For more information on your product workflow please contact us. 

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 and the is basis for pricing calculations.  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 measured by ArcSite and the basis for pricing calculations.  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 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: