How to Update a Catalog Using a CSV File?

You can add or update the catalog on the backend portal and POS using a CSV file. To begin with, you will need to download the catalog data import template from the backend portal, fill in the item details and upload the file into the Data Management in the backend portal. Below is the complete overview of how you can update the catalog using a CSV file.

  1. Login to your location’s backend portal.
  2. Go to the left navigation and click Data Management.
  1. Now click the Download Template button next to the Import Menu/Catalog Item. In case you wish to update the catalog items with modifiers, please click the Download Template next to Catalog Item With Modifier.
  1. The downloaded template will contain column headers that are required for uploading into the system.
  2. All of the information does not need to be filled out. However, there will be an error if there is no product name.
  1. Once the appropriate information has been entered, we can return to the data management area and upload the .csv file.
  2. Once the file has been chosen, click the Upload button as shown in the screenshot and a confirmation message will appear once the upload has finished.
  1. The uploaded items will appear in the Catalog. You can navigate to the Catalog on the left, click the Item tab and search the item that you have uploaded through the CSV file.