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1.6 Import products into a template from a file

Written by Support

Goal

Build out a template quickly by importing products from a spreadsheet or document instead of adding them one at a time.

Who

Org Admin, or anyone who can edit the template.

Steps

  1. Open the template's detail page.

  2. Drop a file onto the import area, or click to browse. Spreadsheets (CSV, XLSX) and documents (PDF, Word, or a photo of a product list) all work.

  3. Sibi reads the file and matches each row to a product. This runs in the background, and a progress panel shows how far along it is.

  4. When matching finishes, a review dialog opens. Each row shows the product it was matched to. Adjust the min and max quantities, drop rows you don't want, and set the retailer for a row when it matters.

  5. Confirm to add the matched products to the template.

Notes

  • Products already in the Sibi catalog are added right away. If a row can't be matched to a catalog product, it's flagged in the review step so you can adjust or drop it before confirming.

  • Nothing is added to the template until you confirm in the review step, so you're always in control of the final list.


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