With the wide variety of products on the market, you can only track down some of them. The D-Tools Cloud data team works around the clock to add products from various brands to the D-Tools library, so you don't have to worry too much about building your product catalog on D-Tools Cloud.
In addition to downloading products from the D-Tools Library to the Cloud catalog, you have the option to use the Import Products functionality to add your own products to the Cloud catalog. This functionality lets you import product details such as brand, model, cost, price, category, and system via a CSV or Excel file.
Format the CSV or Excel file you want to upload so Cloud can import the product details successfully.
Check out this article for tips on formatting the file before you upload it.
You need the "Create catalog items" permission in the "Catalog" permissions group, or you should be a member of a group that has it, to import products to D-Tools Cloud.
To import products, go to "Catalog > My Products" in the left navigation menu and click "Import/Export" in the top-right corner. In the modal, click "Import products" and "Next."
To watch the video tutorial demonstrating the Import products workflow, click here.
Here are the 5 steps to complete the Import products workflow.
#1 Upload the file
In this step, upload or drag and drop the file into the modal. Ensure that your file meets the guidelines described in the modal.
If you're new to importing products to Cloud, we recommend downloading the sample import file to see which product fields you can upload and to populate it with product details.
#2 Map Headers
D-Tools Cloud automatically maps the headers of the columns it can identify to the product fields in the catalog.
For column headers it can't identify, you need to map them to the product fields. This is when the file uses a different column header. For example, the product field in Cloud is Part Number, but the relevant field in the file is Model Number.
To map a column to the product field, find the column you want to match and click the "Select Column" button. You can then search for the Cloud product field to which you want to map it.
Any unmapped fields are not imported with the product.
#3 Map Brands
After you map the headers, Cloud looks up the brands in the file. In the modal, "Brand" is the brand name in the file, and "Matched Brand" is the brand name in the Cloud catalog.
Once the lookup is complete, you can notice the following:
If the brand name in the file closely matches a brand name in the catalog, Cloud suggests the correct brand name. You can remove the match or select a different brand name.
If the brand name does not exist in the catalog, Cloud prompts you to select a brand from the catalog. Otherwise, Cloud creates a new brand name in the catalog.
If the brand name matches a brand name in the catalog, you don't need to do anything.
#4 Map Categories
Whether or not you have a categories column in your file, Cloud asks you to match categories. This is because categories are so important within D-Tools Cloud.
Each category has labor rules, accessories, price rules, and more. You can leave everything uncategorized, but you will miss out on this functionality.
#5 Review
Finally, Cloud prompts you to review the file you are importing. From here, you can see the imported product, the mapped product (if any), and the category.
While you can click the "Import" button, we recommend taking time to review all products and categories so you can keep your catalog clean. Doing this now can prevent discrepancies and delays when building quotes.
Video tutorial
Although this video shows an older Cloud UI, the workflow steps are relevant and explained clearly.