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!

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

  • product code

{No longer than 30 characters}


  • name


  • tags

{Separate multiple tags by commas. For example: bedroom, mid-century, bed}


  • manufacturer


  • price type

{Choose either retail or trade. If any other value other than retail or trade is used, it defaults to retail.}


  • price


  • description


  • product url


  • 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. Uploader accepts jpg, jpeg, png, gif at a max of 5MB each.}


  • vendor


  • 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.

Headings

  • first name


  • last name


  • email


  • phone number -or- phone


  • street address


  • city


  • 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}


  • postal -or- zip


  • 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

  • name


  • account number


  • notes


  • url


  • contact first name


  • contact last name


  • email


  • phone number -or- phone


  • street address


  • city


  • 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}


  • postal -or- zip


  • country

{All countries listed below this heading must be the two letter country code or the information in that cell will be dropped}


Did this answer your question?