Import materials from a spreadsheet

VoltPro’s CSV import feature allows you to quickly add multiple materials to your catalog at once. This guide will walk you through the process step-by-step.

Before You Begin

• Download the recommendedtemplateand prepare your CSV file with your materials data.
• Required fields: Product Name and Price
• Recommended fields: SKU, Description, Category, Vendor/Distributor
• Maximum file size: 2MB

Upload Your CSV File

1. Access the CSV Import Tool

• Click on “Materials” in the left navigation menu
• Look for the “Import” button near the top-right corner
• Select “Import from CSV” from the dropdown menu

2. Upload your CSV File

• In the CSV Import modal, click “Upload File” or drag and drop your CSV file
• VoltPro will validate your file format
• If your file is valid, you’ll see a confirmation with the file name and size
• Click “Next” to proceed to the mapping step

3. Map your CSV Columns

• The mapping step is where you tell VoltPro which columns in your CSV correspond to which fields in the system.
• For each VoltPro field listed on the left, select the corresponding column from your CSV using the dropdown
• Required fields (marked with *) must be mapped:
• Product Name
• Price

4. Preview data shows how your CSV data will be interpreted

• Options:

• “Update existing products” - Enable to update materials with matching SKUs instead of creating new ones

• Click “Next” to initiate the import

5. Monitor the import progress

• The import will begin processing your data
• A progress bar shows the current status
• You can keep the window open to monitor progress or close it (the import will continue in the background)
• When complete, you’ll see a summary of the results:
• Total rows processed
• Successfully created items
• Updated items (if applicable)
• Skipped rows
• Failed rows

6. Review results and handle errors

• The import will begin processing your data

• A progress bar shows the current status

• You can keep the window open to monitor progress or close it (the import will continue in the background)

• When complete, you’ll see a summary of the results:

• Total rows processed

• Successfully created items

• Updated items (if applicable)

• Skipped rows

• Failed rows

• If there were any skipped or failed rows, they will be displayed in tables

• Common reasons for failed rows:

• Missing required data

• Data validation errors

• System errors

• For detailed error information:

• Review the “Error Reason” column

• Download the failed rows report for offline review

• Fix the issues in the failed rows report and re-import just those rows

• When complete, click ‘Done’ and see the created materials

Tips for Successful Imports

• Use our template:Download our CSV templatefor the correct format
• Check your data: Ensure prices are in the correct format (numbers only)
• SKUs: Use unique SKUs to avoid duplicates
• Categories: Use existing category names exactly, otherwise the system will create new categories
• Vendors/Distributors: Use existing vendor names exactly, otherwise the system will create a new vendor
• Special characters: Avoid special characters in names and descriptions. These could throw validation errors
• Large imports: For very large catalogs, consider importing in smaller batches

Troubleshooting

• File not uploading: Ensure your file is under 2MB and in CSV format
• Mapping issues: Check that your CSV has headers that match your data. Headers should only be present on the first row. Ensure the first row is not empty.
• Failed imports: Review the error messages and fix the specific issues in your data
• Timeout errors: For large files, try breaking into smaller files and import them separately