If the thought of uploading each and every one of your many products, vendors, and clients into your new studio is overwhelming, don’t worry--we’ve got you covered with our studio data importers.
We want you to be as successful as possible so we’ve created this Best Practices Guide. Follow this guide and you’ll have your product, vendor, and client data set up in your studio in no time!
When ready download the spread sheet as a .csv file, you will email it to our team to upload for you!
Instructions to be able to edit templates:
1. Click the button above to the spreadsheet templates
2. Right click on the Template in Google Drive
3. Click “COPY” this will create an editable copy of the spreadsheet for your own use.
4. Fill in the vendor, product, or client information as needed
***Do not add or change any headers.***
This is how we need this formatted to be able to upload your information
5. When ready download the spread sheet as a .csv file and email it to our team to upload for you!
* If you are unable to make a copy of the spreadsheet, it could be because you are not signed in on Google.
Overview
We’ll be using a CSV file to import your data. If you’re not familiar with CSV files, they’re essentially simple, plain text spreadsheets and can be easily created or edited in programs like Microsoft Excel and Google Sheets.
Before we get into the details, there are a few general rules to know:
When creating your CSV file, your column headings must be typed exactly as shown in the examples. Even a small variation can cause problems.
Check each column and row to make sure all the information is in the correct place.
Bold headings are required. (You don’t need to make them bold in the CSV file.) All other headings are optional.
If a heading has more than one option for the name, the options will be separated with a -or- . Choose only one of the options.
Any specific notes for a column’s requirements will be noted in brackets { }. These notes are for reference only and do not need to be included in your CSV file.
Once you have your information ready to go, make sure you have saved the file as a .csv before sending it to us.
Products
In order to import a product’s information, you must include a product code and a name for each entry.
Headings
Column | Header | Need To Know |
A | product code | Required Field - No longer than 30 characters |
B | name | Required Field - If you plan to use the QuickBooks integration: the product name needs to be less than 100 characters |
C | tags | Separate each tag with a comma |
D | manufacturer | --- |
E | price type | Choose either retail or trade. If any other value other than retail or trade is used, it defaults to retail. |
F | price | --- |
G | description | --- |
H | product url | --- |
I |
image | This must be a publicly accessible url to the image so that the importer can grab the image and then save it in our system. |
J | vendor | If a vendor profile doesn't already exist with this name, it will automatically create on in your vendor management list. |
K | currency | This must be the three letter currency code or information in that cell will be dropped |
Clients
In order to import your client information, you must include a first name and an email address for each entry. Clients will be imported as inactive.
Headings
Column | Header | Need To Know |
A | first name | Required Field |
B | last name | Required Field |
C | Required Field - Must be a unique email that has not already been used in the studio | |
D | phone | --- |
E | street address | --- |
F | city | --- |
G |
state -or- province | All states or provinces listed below this heading must be the two letter region code or the information in that cell will be dropped |
H | postal -or- zip | --- |
I |
country | All countries listed below this heading must be the two letter country code or the information in that cell will be dropped |
Vendors
In order to import your vendor information, you must include a name for each entry.
Headings
Column | Header | Need To Know |
A | name | Required Field |
B | account number | --- |
C | notes | --- |
D | url | --- |
E | contact first name | This will be automatically listed as your primary contact when you send orders for a specific vendor. |
F | contact last name | This will be automatically listed as your primary contact when you send orders for a specific vendor. |
G | This will be automatically listed as your primary contact when you send orders for a specific vendor. | |
H | phone | --- |
I | street address | --- |
J | city | --- |
K |
state -or- province | All states or provinces listed below this heading must be the two letter region code or the information in that cell will be dropped |
L | postal -or- zip | --- |
M |
country | All countries listed below this heading must be the two letter country code or the information in that cell will be dropped |
When ready download the spread sheet as a .csv file, you will email it to our team to upload for you!
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.
Happy designing!