How to Import and Export Your Catalogue Products
Use our CSV file template to easily import and export your catalogue products. Using the CSV template will ensure your products are imported in the correct format.
Please Note: If you want to import/export materials, see How to Import and Export Your Catalogue Materials.
In this article:
Importing Your Completed CSV File
Exporting Your Product List to CSV
Downloading the CSV Template
To download the CSV template in preparation for importing, follow these steps:
From the User Menu Panel, navigate to Catalogue > Products > Import:
Click Create:
- Click Download Sample CSV:
Completing the CSV Template
Once you've downloaded the CSV template, you will need to fill it in with your product information:
- Either copy-and-paste or type in your product names, types, SKUs, and parametrics.
- If you haven't set up operations in Jobman already, proceed to step 4.
- If you have set up operations, you can fill in the columns in your CSV with the relevant operation times.
- Save your CSV file and you're ready to import!
Please Note: Do not fill out the ID column. This will auto-generate when you import the CSV.
Importing Your Completed CSV File
To import your completed CSV file, follow these steps:
- Go to Catalogue > Products > Import > Create as before.
- Click Upload, or drag-and-drop your CSV into the File field (see below).
- If you have entered product types into your CSV file that are not currently set up in your Jobman software, tick the box Add new Product Type if not found, and these will be added to your software during the import.
- Click Create.
You'll be redirected to an import summary which will either let you know your import was successful, or list any errors that have caused the import to fail.
After you've imported your products, create components and parts to populate the remaining data inside each product.
Exporting Your Product List to CSV
Easily export your product list at any time, for example, if you want to make mass-updates to your products, or send copies of your list to others outside the software.
To export your product list, follow these steps:
From the User Menu Panel, navigate to Catalogue > Products > Export:
Click Create:
Click Create again:
Once the export is complete, Download your new CSV file:
