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Importing Products in Bulk in Ordermentum

This guide covers the steps on importing products in bulk using our CSV Importer

This guide provides detailed instructions on how to import products in bulk using the CSV import feature in Ordermentum. It walks you through the entire process, from downloading the template to uploading your product data, and offers best practices for ensuring a smooth import.

Overview

If you have a large list of products to manage in Ordermentum, the CSV import feature lets you create and edit products in bulk. This guide covers downloading the template, filling it in correctly, uploading it, fixing errors, and exporting your product list with stock status.

Before you begin

  • You'll need access to Settings > Imports in Ordermentum.

  • Have your product data ready, including SKUs, prices, and sales codes from your accounting software.

Step 1: Download the Template

  1. Go to Settings > Imports and select Products.

  2. Download the blank product template CSV file.

This template is the foundation for entering your product data.

Step 2: Fill in the required columns

While some columns in the template are optional, the following fields must be completed for every product:

  • SKU — the unique identifier for each product.

  • Name — the product name.

  • Price (GST excluded) — the price of the product, excluding GST.

  • TaxCode — whether the product is taxable. Use GST for taxable products, or N/A if not.

  • SalesCode — the code from your accounting software, or 200 if unspecified.

  • Categories — if a category in the CSV doesn't already exist in Ordermentum, it's created automatically.

  • Enabled — use TRUE to make the product visible and available for purchase, or FALSE to keep it hidden.

Example: a row with SKU BREAD-500G, Name White sourdough loaf, 500g, Price 4.50, TaxCode GST, SalesCode 200, Categories Bakery, and Enabled TRUE creates a visible, purchasable product priced at $4.50 excluding GST.

Fill these columns out accurately to avoid errors during upload.
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To understand required columns, optional fields, and how empty values behave when importing or updating products, pricing, and customers in Ordermentum, refer to the CSV Import Requirements Guide.

Step 3: Upload the CSV file

  1. Once your CSV is complete, return to the Imports section.

  2. Click Upload File and select your CSV file.

This starts the process of adding or updating products in your catalogue.

Checking your upload status

After uploading a file, you can track its progress in the Upload History section. Go to Settings > Imports and click Upload History to see a list of all your past and current imports.

Each row shows:

  • Type — the kind of import (e.g. Customers, Products, Pricing groups)

  • Status — the current state of the import

  • Uploaded — the date and time the file was submitted

  • Completed — the time it finished processing and how long it took

Status types:

  • Completed — the import was processed successfully

  • Received — the file has been received and is queued for processing

  • Processing — the import is currently being applied

You can also Download any previously uploaded file from this view for reference.

Step 4: Fixing errors

If your file contains errors, Ordermentum notifies you in two ways:

  • UI error messages — simple checks (e.g., missing required fields) show error messages directly in the interface immediately after upload.

  • Email error reports — more complex checks (e.g., a ReferenceID that already exists) are sent to your email with detailed messages.

Steps to fix errors:

  1. Review the error messages in the UI or your email.

  2. Correct the errors directly in the CSV file.

  3. Re-upload the corrected CSV file using the same steps as Step 3.

Step 5: Processing time

Processing may take a few minutes, depending on the size of your data. You'll receive an email notification once it's complete and your products have been added or updated.

Note: you'll need to upload images separately after the products have been created — the CSV import doesn't handle images.

Exporting products with in-stock status

Ordermentum lets you export your product list along with the In Stock status of each product.

How to export:

  1. Go to Settings > Exports and select Products.

  2. Choose the option to include In Stock status in your export.

  3. Click Export to download the CSV file containing your product data and stock status.

This helps you keep track of inventory levels and manage stock availability.

Best practices

  • Use ReferenceIDs — recommended for uniquely identifying product variants. This ensures accurate updates, especially when dealing with multiple variants.

  • Leverage optional columns — existing data isn't deleted if optional columns are left blank, so you can update specific fields without affecting the rest.

  • Monitor error messages — UI and email error messages point you directly to the issues that need fixing, saving time during import.

  • Use sentence case — for product names, rather than all caps. It reads as more professional and is easier for customers to read.

  • Include keywords — make sure product names contain relevant keywords, and add extra detail in the product description to help customers decide.

  • Maintain unique SKUs — each product needs a unique SKU in your accounting platform to avoid issues during bulk creation or editing.

  • Export regularly — use the export feature to back up your product list and monitor In Stock status over time.

FAQs

Do I need to fill in every column in the template?

No — only SKU, Name, Price (GST excluded), TaxCode, SalesCode, Categories, and Enabled are required. Other columns are optional.

To understand required columns, optional fields, and how empty values behave when importing or updating products, pricing, and customers in Ordermentum, refer to the CSV Import Requirements Guide.

Will importing a CSV delete existing product data?

No. If an optional column is left blank, the existing data for that field isn't deleted — only the columns you fill in are updated.

Can I import product images through the CSV?

No. Images must be uploaded separately after the products have been created.

How long does a bulk import take to process?

It depends on the size of your file — usually a few minutes. You'll get an email once it's done.

Can I export my products along with their stock status?

Yes. Go to Settings > Exports > Products and choose to include In Stock status before exporting.

Need more help?

If you're still seeing errors after correcting your CSV, contact Ordermentum Support with a copy of the error message and the CSV file you're trying to upload.

Use the Help chat in the bottom-right corner, or email support@ordermentum.com.

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