Importing a Product List
We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature to get in touch with the Trade Trak development team.
On Trade Trak you’re able to import your suppliers product lists from CSV files, so that you can add the products into your quotes, material orders and purchase orders for greater accuracy.
Note: These files need to be formatted correctly in order to import. For the instructions on this, click here.
To get to the page required, select ‘Products’ from the navigation bar at the top of the app.
If you are on mobile, you will need to first click the hamburger menu in the top right corner and then select it from the menu that appears.
On this page you will be able to view, edit and delete all of your existing products, as well as create new ones. To add an individual product, you can press ‘Create’ and enter the required fields manually.
To import a product list from a supplier, click on ‘Import’ in the top right corner of the page.
A pop up will appear where you’re able to import the required data.
All mandatory fields are marked with an asterisk.
Select from the dropdown menu the supplier whose product list you are importing. If they are not on your list, you will need to add them on the Suppliers page.
Update Products With the Same SKU
If you are uploading a product list that contains pricing changes from a previous upload, you can tick this box to update any matching products.
Use Custom Price Margin
If you tick this box, you will be able to enter the percentage you would like all products in that file’s RRP to be marked up by.
Drag or upload your file in this field. The app will not accept any other file format aside from CSV.
Match the headings in your file to the correct fields listed. These include:
- Name *
- Name 2
- SKU *
- Description 1
- Description 2
- My Price *
- Category Name
Once you are satisfied with your entry, click on ‘Import’.
If there are any errors with the file, a notification will appear in the top right corner informing you of how many and what the issue was. If there are multiple, it is most likely a formatting issue which will need to be manually resolved on your CSV file before importing by following these steps.
If you have followed the steps in that guide and you are still experiencing issues, please contact customer support by clicking on the in-app chat feature.