1. Flowlu
  2. Flowlu Help Center
  3. Getting Started
  4. How to Import Data From CSV
  5. How to Import Products and Services

How to Import Products and Services

To import products and services catalogue, go to the Products page and select the import option.

Please note that you need to have Admin access rights to the Product module for the import option to be available.

Step #1. Import Settings

  • upload a file with your products;
  • select the file encoding (we recommend setting Auto-Detect);
  • select the column separator in your file;
  • if the first line of your file contains field names (titles), check this option.

Step #2. Field Matching

As soon as the file is uploaded, an active Next button will appear at the bottom to the right of the form, click on it and go to the field matching settings.

If your file has been correctly recognized, then you will see blocks arranged horizontally, each of which corresponds to a column in your file.

If you see a different picture, it means the file was not correctly recognized – check that the separator is selected correctly in step 1. If you cannot fix the problem yourself, please contact our support team by email: support@flowlu.ru or write to the support chat.

Next, select the Flowlu field in which the field data of the imported file will be written, if you want to skip the field, then select the skip option.

If your catalogue contains several prices for products, select the Price field, then fill the name of your price type and do the same actions for each price type. The system will create price types with corresponding names.

After setting the field matching, click Next.

Step #3. Duplicate Control Settings

If products exist in Flowlu, the system will find them (if it possible) and process them according to the selected option:

  • Allow (All data will be imported without duplicates);
  • Replace (All fields will be replaced with imported ones) data);
  • Merge (All empty fields will be replaced with imported data);
  • Skip (Duplicate records will be skipped).

Select the relevant option and start the import with the Next button.

After a successful import, you will see a confirmation page.

Previous How to Import Organizations
Next How to Import Tasks