Vital CRM
How do I import products?

*Note: This function can only be operated by system administrator.

1. Go to [Settings > Import/Export > Product Import].


2. You can download the blank template first, and organize the product information into the excel file.


After downloading the empty template, enter the information into the appropriate fields.
*If you have turned on the product number or custom extended attributes, you can also see these two fields in the file.


3. After confirming that the file is correct, click [Select a file] and select the file you want to upload.
*If the file exceeds 5MB, uploading time will be longer.


4. Select Import Rules. The system provides [compare product name] for comparison. If you have enabled the product number, you can choose [compare product number] to be more accurate.
*Note: System will automatically check for duplicate data when importing. It will not create a new data for existing products, but will merge the existing data with the imported data.


5. Click [Import] to start importing product information.

[Settings > Import/Export > Product Import] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4273