CSV File Import

You can perform the following data management using CSV File imports:

How to Import Orders

You can use the Orders Import to create new orders, or to upload historical order data.

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Read the requirements before getting started.

Click here for the Order Import Template and instructions for importing.

How to Import Products

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Find column headers for Product Imports here!

Zoey has many features that can be managed via Product Imports.

Create/Update/Delete
Importing Products is part of our Welcome To Zoey: Module 1.
Quick Links from Module 1 below:

• Using the Product Importer
• Product Import Templates
• CSV Column Header List
• Basic Template for Creating New Products
• Creating Product Categories Before Importing
• Assigning Products to Categories via Import
• Creating Product Attributes Before Importing
• Importing Product Images
• Importing Configurable Products

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Save a copy of the Basic Product Import Template Here

How to Import Categories

Create/Update
Creating/Importing Categories and Assigning Products to Categories is part of our Welcome To Zoey: Module 1.

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Save a copy of the Category Import Template Here

How to Import Accounts & Customers

Create/Update
Creating/Importing Customers & Accounts is part of our Welcome To Zoey: Module 3.

• Importing Accounts, Leads and Opportunities
• Importing Contacts
• Importing Bill Tos
• Importing Ship Tos
• Importing Account Allowed Products

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Save a copy of the Account Import Template Here