Catalog comes with it's own import/export feature designed to help you upload line items in bulk. Follow these steps for a smooth experience uploading your catalog.

Importing into Catalog

  1. Open Catalog and click on the "CSV Import" button that sits in the top right corner of the page. This will open a new window.

  2. Click on the "Download template" button in the top right corner. This will download a .csv file that orders data into the appropriate format.

  3. Enter in the data for your line items into the .csv file. You may leave the "ID" column blank, as we will pre-fill this column once you upload your line items.

  4. Once complete, save your file and return to Crunchwork, using the "CSV Import" button once more to open the CSV Import window. From there, please click on the orange "CSV Import" button that sits on the left hand side of the window.

Common Reasons for Catalog Upload Failures:

  1. Incorrect formatting on the "unit" column. We only accept M2, LM, HR and EA.

  2. You're missing some fields!

  3. It's the wrong file type.

Got a question? Send us a message to support@codafication.com for more information.

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