Importing and Exporting Products

For instance, let's consider a scenario where you are migrating your entire inventory data from a spreadsheet to Insites. Conversely, you might need to utilize inventory data from Insites in another application. In such cases, the import/export feature eliminates the need for manual data re-entry, streamlining the data transfer process.

Importing products

To import products:

1. Navigate to Ecommerce from the main menu.
2. Select Products.
3. Select the overflow menu (), then select Import Products.
4. Select the CSV Template link on the drawer to download a pre-formatted CSV template.
5. Use the CSV template to verify that your third-party software exports a matching CSV file for Insites fields. The input requirements and descriptions for the CSV files are displayed in a table after this step-by-step guide.
6. When your CSV file is ready, complete steps #1 to #3 to return to the 'Import Products' drawer.
7. Upload your CSV file.
8. Select IMPORT PRODUCTS.

The following table displays the input requirements and descriptions for importing a product to the Instance:

Column Header	Type	Required	Description
UUID	String	No	UUID of the product.
Product Name	String	Yes	Name of the product.
Slug	String	No	URL used to view your product details page. The slug must be unique among products. It is not checked against other pages on your website. Also, this does not automatically create a product or category page.
SKU	String	No	SKU code for inventory tracking. The SKU must be unique across products.
Category UUIDs	String	No	Universal Unique Identifier of the category (or categories) associated with the product
Warranty Info	String	No	Coverage details, duration, and terms for product protection or repair.
Is Featured	Boolean	No	Indicates if the product appears in 'Featured' sections or promotional carousels on the store front end.
Is Subscription	Boolean	No	Indicates if the product being added is for a subscription.
Unit Label	String	No	Describes the unit of your product. Some examples are 'each,' 'pair,' 'kit,' and 'set,' among others.
Short Description	String	No	A brief summary about the product appearing in search results or next to the product image for quick reading.
Long Description	String	No	Full technical details and marketing copy.
Keywords	Array	No	Keywords related to the product that may aid searchability. Sample input: ['brand new,' 'premium']
Stock Level	Number	No	Stock level of product in the inventory.
Is Tax Included	Boolean	No	When enabled, the system treats the product price as the gross amount (tax-inclusive). If disabled, tax is added at checkout.
Tax Amount	Float	No	The numerical value of the tax to be applied.
Is Fixed Tax Amount	Boolean	No	Indicates whether the tax amount is a fixed amount (TRUE) or a percentage (FALSE).
Regular Price	Float	Yes	Regular price of the product excluding tax.
Compare At Price	Float	No	The original or 'MSRP' price shown with a strikethrough on the front end to visually demonstrate savings or discounts to the customer.
Cost Price	Float	No	Internal-only field representing what you paid for the item. Used to calculate profit margins and ROI in backend reporting.
Sale Price	Float	No	Discounted price point, usually used for promotions. Value is active only when 'Use sale price' is toggled on.
Is Sale Price Tax Included	Boolean	No	When enabled, the system treats the sale price as the gross amount (tax-inclusive).
Is On Sale	Boolean	No	Indicates whether the product is on sale or not.
Width	Float	No	Physical width of the product.
Length	Float	No	Physical length of the product.
Height	Float	No	Physical height of the product.
Weight	Float	No	Physical weight of the product.
Is Free Shipping	Boolean	No	Indicates whether the product's shipping costs are free.
Freight Amount	Float	No	Shipping cost of the product excluding tax.
Shipping Width	Float	No	Width of the product when packed for shipping.
Shipping Length	Float	No	Length of product when packed for shipping.
Shipping Height	Float	No	Height of product when packed for shipping.
Shipping Weight	Float	No	Weight of product when packed for shipping.
Meta Title	String	No	The clickable headline for the page in search results. Optimal length is 40–60 characters.
Meta Description	String	No	The summary snippet appearing under the title in search results. Optimal length is 150–160 characters.
Canonical URL	String	No	Identifies the preferred version of a web page to prevent SEO penalties from duplicate content.
Is Visible To Search Engines	Boolean	No	Hide or show the product's page on search results.
Open Graph	String	No	Customized title for your product's post on your chosen social media platform. The field can only be used if the 'Use Meta Title as Open Graph Title' option is turned off.
Open Graph Description	String	No	Short summary appearing under the title in social feeds. Use this to drive clicks with a strong call to action.
Open Graph URL	String	No	The canonical link associated with the content to ensure all shares point to a single authoritative source.
Open Graph Type	String	No	Type of content your product is posted on, i.e., website, article, or blog.
Open Graph Site Name	String	No	The Open Graph name of your site.
Is Sitemap Enabled	Boolean		Includes or excludes the product page from the global sitemap file.
Sitemap Priority	Float		Sets the crawl priority relative to other site URLs. Values range from 0.0 to 1.0; higher values indicate higher priority.
Sitemap Order	Number		The order of this product page's URL in relation to other URLs having the same priority value. Similar priority URLs are sorted in ascending order.
Sitemap Change Frequency	String		An indication provided to search engines about how often this product page will likely change or be updated. Options include the following: Always Hourly Daily Weekly Monthly Yearly Note that crawlers treat the values chosen as a 'hint,' not a 'command.' For example, crawlers may crawl pages marked 'hourly' less frequently than that.
Schema Content	Code	No	JSON-LD structured data representing product details like name, brand, SKU, and aggregate ratings.
Status			The status of the product in the e-commerce module. Options include the following: Enabled Disabled Archived
Product Weighting	Number	No	Numeric order of the product when listed.

Adding a product

Leave the UUID column empty to create a new product while uploading.

Updating a product

Provide the UUID for an existing product to update it.

Exporting products

To export products:

1. Navigate to Ecommerce from the main menu.
2. Select Products.
3. Select the overflow menu (), then select Export Products.