Update existing products and services

To update existing products and service records, you must include a unique ID in your CSV file. The unique ID allows the system to identify existing records and update them.

You get the unique ID by exporting your current product and service records first. Follow out article to export all products and services, before completing the steps below.

Prepare your CSV file

Open the downloaded CSV file, which includes the unique IDs, and make the changes you need.

Save your file once you're happy with the changes.

Import your changes

1. Go to Products and Services.
2. Under the New Item dropdown, select Update Items.
3. Choose or drop the file and select Upload file.
4. Select how you want to handle empty cells and select Continue.
5. Review the summary page and select Start import.

After the import completes, the summary shows how many records the import created and updated.

• Create new product and service records