How to Bulk Upload Products into the Catalog

Before you start the process, prepare an Excel sheet where all the product details such as product name, description, price, and image (URL) are ready. These four fields are mandatory. Other optional fields can include brand name, brand image, public URL, cost, etc.

Step 1: Open Picky Assist Dashboard

First, go to your Picky Assist dashboard.

Step 2: Go to Products Section

On the left-hand panel, scroll down and click on All Menus. From the list that appears, find the Commerce Section and select Products.

Step 3: Select Bulk Uploads

Once you’re on the Products page, click the small dropdown arrow next to it and select Bulk Uploads.

Step 4: Bulk Upload Window Opens

A new window appears under the Uploads tab, where the data migration process begins.

Step 5: View Sample Excel File

Here is the sample Excel file prepared for the upload.

Step 6: Download the Sample File

Here is how to download the Excel file you’ve created.

Step 7: Upload Your File

Click on “Drop files here or Click to upload”. Select your prepared Excel or CSV file

Step 8: Wait for Upload Completion

Wait until the upload finishes. You’ll see the number of records added. Then click Next at the bottom right.

Step 9: Go to Actions Tab

Now you’re in the Actions tab. First, select the module Products.

Step 10: Duplicate Processing Section

Under the Duplicate Processing section, find the Add as New Record option.

Step 11: Choose Record ID

From the dropdown, choose Record ID to skip duplicates, since each record has a unique ID.

Step 12: Update Existing Records

Here you can update existing records based on Product Title, Record ID, or Owner. There’s also a BOTH section for adding and updating simultaneously.

Step 13: Owner Mapping

In Owner Mapping, you can assign product ownership in different ways:

• Automatically allocate randomly to all users.

• Map from Excel — In this case, your Excel sheet must clearly specify which product should be assigned to which owner.

• Allocate to Specific Users — Usually, this is set to Admin User to keep ownership centralized.

Step 14: Proceed to Next Step

After selections, click Next to continue.

Step 15: Start Field Mapping

In the Map Fields tab, map Excel columns to product module fields.

Step 16: Map Basic Fields

For example: Record ID – Column A, Product Title – Column B, Description – Column D.

Step 17: Map Price and Currency

Choose the price column and select the correct currency type.

Step 18: Map Image Column

Image is at Column M in this example.

Step 19: Select or Create Brand

You can select from static data or add dynamic data, then save and close.

Step 20: Choose Brand Identification Method

Decide how the brand is created — by Record ID, Brand Name, Created Date, etc.

Step 21: Select Catalog & Product Condition

Select the catalog for the product, choose condition (new/used/refurbished), and map quantity.

Step 22: Map Sale Dates

Map sale start date and end date from the attributes.

Step 23: Configure Tax & Availability

Enable tax if needed, select tax type, and set product availability.

Step 24: Choose Owner

Map or choose the product owner.

Step 25: Map Source

Map the source field from attributes.

Step 26: Map Item Group and Categories

Map Item Group ID, Link, and Category Types.

Step 27: Highlight Mandatory Fields

Here’s a sample Excel where mandatory fields are highlighted in yellow. Only these are required for upload.

Step 28: Choose Product Category

Choose the category for the products you’re uploading.

Step 29: Click Next to Continue

Click the Next button at the bottom right.

Step 30: Confirm Field Mapping

Under the Confirm tab, verify the module fields and data values.

Step 31: Final Confirmation

After verification, click Next to proceed.

Step 32: Data Import Begins

The data importing process starts.

Step 33: Import Completed

Once done, you’ll see a message that data has been migrated successfully.

Step 34: Check Uploaded Products

Go to All Menus → Commerce → Products.

Step 35: View Product List

All the uploaded products will be listed here.

Step 36: Variants Are Separate Products

Products with variations like size or color are displayed as separate products. You can edit pricing or other details of any product by clicking on pen icon.

Step 37: Edit Uploaded Products

Here you can edit the product and Update & Close.

That’s it! You’ve successfully learned how to bulk upload products to Picky Assist using an Excel or CSV file.

In the next video, you’ll learn how to edit products that are already present in your catalog.