Import data

Both products

What you will achieve

Load the client's data in bulk, without duplicates.

Before you start

• Create permission on each module (contacts.create, products.create…).
• The client's files. The safest option is to move them into the Growtek template: you download it with Export on each screen, and it comes with the Instructions sheet and the dropdowns.

Step by step

The order

1. Brands and categories (Catalog → Products → Brands and Categories): the product import fails if the brand does not exist, and categories are not imported.
2. Products, services and projects.
3. Product categories and channels: with Add to category in the bulk actions.
4. Contacts: each import goes to a list (new or existing). If there are companies and the module is active, they are created from the Company column.
5. Distributors.

Each import

1. Click Export to download the template (it works even if the screen is empty).
2. Fill in the file: new rows with the ID column empty; use Action if needed.
3. Click Import and follow Upload → Map → Review → Import.
4. In Review, resolve the Duplicates (Skip, Replace or Create anyway) and the Invalid rows.
5. Click Import N records and review the result. If there were errors or warnings, Download report.

The full rules are in Imports and the columns in Import templates.

Product images

Image columns accept public links; Google Drive works if each file is shared as “Anyone with the link”. Images are downloaded after the import: wait a minute before checking.

How to verify

• The result shows Created and With errors at 0 (or understood errors).
• The assistant's checklist shows the Product catalog as ready, with no products missing a price or photo.
• The contacts appear in their list, in Clients → Contacts → Lists.