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How to Upload Products into Clientbook

Uploading a product list to Clientbook allows you to quickly add a multitude of products at once. This makes it easier to organize products into collections and send them directly to clients. Follow this guide to prepare and upload your product data efficiently.

Preparing Your Product List

  1. File Format: Ensure your file is in a .csv format.
  2. Data Fields: Your file can include any or all of the following supported fields:
    • Name
    • Description
    • Brand
    • Price
    • Website URL
    • Image URL (must be a web-hosted URL to the product image)
    • SKU
    • Unique POS Reference Number
  3. Matching Products:
    • If a POS reference number is provided, Clientbook will match and combine existing products using this number.
    • Products will also be merged automatically based on matching product names or SKUs.
    • If no matches are found, a new product will be created in Clientbook.
  4. Headers: Make sure your .csv file includes headers that clearly label the sections corresponding to the above fields.
  5. Records: Your file should have one record per row.

Example:

Name Description Brand Price Website URL Image URL SKU POS Reference
Product Name Example Product Brand A 19.99 www.example.com/1 www.images.com/1.jpg SKU1234 1001

Uploading Your Product List

  1. Log In Log into your Clientbook dashboard.
  2. Navigate to SetupScreenshot 2024-12-09 at 2.53.53 PM.png
    • From the dashboard, go to the Setup section.
    • On the left-hand menu, scroll down and select Data.
  3. Select Data Upload
    • In the Data section, click Upload.Screenshot 2024-12-09 at 2.54.56 PM.png
    • Choose the option to upload products.
  4. Upload Your File
    • Select the .csv file you want to upload.

Mapping and Verifying Your Data

  1. Map Columns:
    • After uploading, you will be prompted to map your spreadsheet columns to the corresponding data points in Clientbook.
    • For example, match the “Image URL” column in your file to the “Image” field in Clientbook.
  2. Clean Up Data:
    • Review the data to ensure accuracy.
    • You can mark any columns as “Ignore” for incomplete or irrelevant data.
  3. Finalize:
    • Once your columns are correctly mapped and the data is verified, click Next to proceed.

Completing the Upload

  1. Confirm:
    • Review the final preview of your data and confirm the upload.
  2. Success:
    • Your product list will now be uploaded to Clientbook.
    • Existing products will be updated, and new products will be created as needed

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