Import Products

Importing product records in BoldSales helps you add new products or update existing ones in bulk using a file upload. This reduces manual data entry and ensures your product catalog stays accurate and up to date. The import process guides you through uploading a file, selecting how records should be processed, mapping fields, and reviewing the results after the import is completed.

Use cases

Moving products from another system

If your products are maintained in a different CRM or external system, you can import them into BoldSales to manage all product data in one place.

Mass updates during pricing or policy changes

When price lists, tax rules, currencies, or product availability change, existing product records can be updated in bulk to reflect the latest business policies.

Note for non-admin users : If you don’t have access to configure or Manage import and Manage module and fields for Products, contact your BoldSales administrator to request the required permission.

Note for administrators : For managing permissions, refer to Managing User Permission (Permission Set) .

Importing product records

You can start importing product records using either of the following methods:

From the Products module

Go to Products from the left sidebar.
Click the dropdown next to the + Product button at the top-right.
Select Import Products from the dropdown.

Import products from the products listing page

From Setup

Go to Setup > Data Management > Import.
From the import page, click on this button at the top-right.
Select Products from the module dropdown list.

Uploading the file

On the Import Products screen, provide the following details:

Import name

Enter a descriptive name for the import. If left empty, BoldSales automatically uses the uploaded file name.

Upload file

Click on Click to upload and select a file from your device.

File requirements

Supported formats: .xlsx, .csv
Maximum file size: 20 MB
Maximum rows: 5,000

Use Download sample file to view the recommended structure and required columns.

Choosing how products should be imported

After uploading the file, choose how BoldSales should process the product records.

Add products

Select Add Products to import new product records.
To prevent duplicates, optionally select a field under Skip products that match existing records by (for example, Name or Record ID).
Rows with matching values in the selected field will be skipped.

Select to add new products for your import

Update existing products

Select Update existing products to modify current product records.
Choose a field under Match existing records by to identify which products should be updated (such as Name or Record ID).
Only records matching the selected field will be updated.
Click this button   to continue.

Mapping your data to BoldSales fields

After choosing the import mode, the Data Mapping tab opens.
Columns from your file appear under Column in file.
BoldSales attempts to auto-map columns to product fields when names match.
Review all mappings carefully and update them if required using the dropdown.

Adding new fields during mapping

If a required product field does not exist, click Add field from the dropdown next to each Product field.
In the drawer, specify the field name, type, and other properties.
The field is created and automatically mapped.

Mapping selectable field options

For selectable fields such as single-select dropdowns, options are auto-mapped only when they exactly match existing values in BoldSales.
If values do not match, an error appears.
Click View details to map options manually.
Alternatively, click Add option to create new selectable values and map them.

Skipping columns

To exclude a column from import, turn off the Import this column toggle for that field.
If columns remain unmapped, BoldSales asks whether you want to skip them and continue.

Required fields

Ensure all mandatory product fields (such as Name) are included and correctly mapped.
If you selected a field for skipping duplicates or matching existing records in earlier steps, that field must also be included and mapped.

Once validations are complete, click this button Click Import to start the import process

Viewing the import status

After the import is initiated, you are redirected to the Import listing page.

This page displays:

Total records – Total number of rows in the uploaded file
New records – Products newly added
Updated records – Existing products that were modified
Skipped records – Records skipped due to duplicates or validation errors

Click the import name to open the import details page.

Import details view

The details page shows:

Count of new, updated, and skipped records
Reasons for skipping records, if any

This helps you verify and audit the import results.

Frequently asked questions (FAQs)

Can I undo a product import?

No. Imports cannot be undone. Review the file and mappings carefully before starting the import.

What happens if I map the wrong field?

Once the import is completed, the changes are applied and cannot be reverted. To fix incorrect data, update your file and run a new import.

Can I reuse the same file for future imports?

Yes. As long as the file structure matches the product fields and the data is updated correctly, the same file can be reused.

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