Importing Products Using CSV
Import products into QuoteCloud quickly by uploading a CSV file, mapping columns to product fields, and importing valid rows into your product library.
Steps to import products using CSV
Open Products
Click the Products link in the sidebar to view product-related content.Start the product import
Click the Import Product button to begin adding products to your library.Upload your CSV file
Drag and drop your CSV file into the upload field to add it to the import workflow.Parse the CSV file
Click Parse CSV to process the uploaded file and prepare it for column mapping.Map CSV columns
Match each CSV column to its corresponding QuoteCloud product field using the available mapping options.Process the mapped file
Once the mapping is complete, click Parse CSV again to validate and process the uploaded product data.Import valid rows
Click Step 4. Import Valid Rows to import the validated product rows into your product library.Track import progress
A progress dialog will appear, showing the current status of the import process while your file is being processed.View row import status
Click the progress indicator to review the import status for individual product rows.
FAQs
How do I import products into QuoteCloud using CSV?
Open Products, click Import Product, upload your CSV file, map the columns, parse the file, and import the valid rows.
Where can I find the Import Product button?
The Import Product button is available in the Products area of QuoteCloud.
What file type should I use for product import?
Use a CSV file formatted with product data columns that can be mapped to QuoteCloud product fields.
Can I drag and drop the CSV file?
Yes. You can drag and drop your CSV file into the upload field during the import process.
What does Parse CSV do?
Parse CSV processes the uploaded file so QuoteCloud can read, validate, and prepare the product rows for import.
Why do I need to map CSV columns?
Column mapping tells QuoteCloud which CSV column matches each product field, such as name, description, SKU, or pricing-related data.
Why do I need to click Parse CSV more than once?
The first parse reads the uploaded CSV file, while the later parse processes the mapped product data before import.
Where will imported products appear?
Successfully imported products will appear in your QuoteCloud Product Catalogue or product library.