Import Items

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Import Items

Welcome to the user guide for the Import Items in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Import Items

Import Item

To know the format of the import, i.e. the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below.

  • Step 1. Go to the Inventorymodule in the left sidebar and select Itemsmenu
  • Step 2. click Import itemsbutton
  • Step 3. To ensure successful import (correct format, full columns) you should download the template file by clicking Download a samplebutton.
  • Step 4. Enter the data you need to import into the downloaded file and save it.
  • Step 5. Click the Choose Filebutton under Choose excel fileand choose a file
  • Step 6. Click Import In case the import fails, the Error file downloadbutton will be displayed. To see the import error, click Error file download to download the file and see the error

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