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.
Read the requirements before getting started.
Click here for the Order Import Template and instructions for importing.
How to Import Products
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
How to Import Categories
Create/Update
Creating/Importing Categories and Assigning Products to Categories is part of our Welcome To Zoey: Module 1.
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
Updated 8 months ago