How can I upload product data manually (B2B, Retailer)

Before you begin

File format: Prepare a spreadsheet (Excel) with all required product data, if you have a CSV file you can open it here: https://workspace.google.com/products/sheets/ and export it as an Excel instead.

In Claimlane's inbox, click the four square icon on the top and find Data management

Click on your data source or create a new one by clicking in "Add new data source".

Click and drag each label from the panel into its matching column
Important: All required labels (marked with *) must be mapped before you can proceed.

Note: Are you missing any label to match with your columns? You can go back to Products (Step 3) and click

there you can create any needed label to match with your data and make sure to make it B2B.

Once your labels are correctly mapped, you have two options in the top-right corner:

Upload and add existing products: Use this when you are uploading only new products and you want to add them to your already existing product list.
Delete existing products and upload: Use this when you want to replace your entire product list with the current list you are uploading (Note: If you have no previous product list, don't worry you can use this option)

Click on your chosen option.

After selecting your upload mode, Claimlane will process your file.

Are you interested in a Data Integration with your provider instead of manual uploads? Check this other guide: Setting Up a Data Integration in Claimlane

Q: Why is the “Upload” button disabled?

Make sure all required labels are mapped to the right columns.

Q: What formats are supported?

Claimlane supports XLSX