Use the Import feature to create multiple products and product groups at once by uploading a CSV file. This is useful when migrating an existing catalog or setting up a large number of products.
Step 1: Open the Import modal
Go to CRM > Products.
Click the Import icon (upload arrow) in the top-right area of the Products page.
Step 2: Download and fill in the CSV template
In the modal, click Download Template to get the official CSV file.
Open the file and fill in your products. Each row is one product charge. The columns are:
| Column | Required | Description |
|---|---|---|
| GroupName | Yes | Name of the product group. Rows sharing the same GroupName are placed in the same group. |
| ChargeName | Yes | Name of the individual product charge. |
| ChargeType | Yes | Type of charge: regular (Sale), upsell (Upsell), or recurring (Recurring subscription). |
| Amount | Yes | Charge amount (numeric, e.g. 49.99). |
| ExternalProductId | No | SKU or external product key sent to your fulfillment provider. |
| UpsellPosition | No | Order of the upsell (e.g. 1 for 1st Upsell). Only used when ChargeType is upsell. |
| FirstChargeInterval | No | Delay before the first recurring charge (e.g. 30 days). Only used for recurring. |
| SubsequentChargeInterval | No | Interval between recurring cycles (e.g. 2 months). Only used for recurring. |
| TotalChargesToRun | No | Number of recurring cycles. Use 0 for indefinite. Only used for recurring. |
| LocalTax | No |
Y or N — enables local/city tax for this charge. |
| CountyTax | No |
Y or N — enables county tax for this charge. |
| StateTax | No |
Y or N — enables state tax. If Y, also fill in TaxedStates. |
| TaxableAmount | No | Amount subject to taxation (numeric). Leave 0 if no tax applies. |
| TaxedStates | No | Comma-separated state codes where state tax applies (e.g. NY,CA), or all for all states. |
Step 3: Upload the CSV file
Click Upload CSV File in the modal.
Select your completed CSV file. The modal displays a preview table with one row per uploaded file showing:
— File Name
— Number of Records (rows detected in the file)
— Records Imported (filled in after import)
— Imported (Yes / No).To remove a file from the queue before importing, click the Delete icon in its Actions column.
Step 4: Import
Click Import. The system processes each file and creates the product groups and charges.
A success notification appears for each file. The Records Imported and Imported columns update to reflect the result.
Click Cancel to close the modal. Your new products will appear in CRM > Products.