Bulk importing your products via an Excel file is an efficient way to quickly load your catalog into Sidely. Follow the steps below to ensure a successful import.
Prepare your product import
Before starting the import, make sure you check the following prerequisites:
Product settings configuration:
Set up brands, categories and taxes in Sidely (see the dedicated articles if needed).
Product tags:
If you want to segment your products, remember to create the relevant tags before the import (e.g. "New", "Promotion").
Product dimensions:
Fill in the dimension information if you want to calculate share of shelf.
Steps to import your products
1. Download the import template
Go to the Settings tab (⚙️ in the top right corner).
Click Import/Export, then Import.
Then click Import from a file.
Download the product import template to get a structured file that meets Sidely's requirements.
2. Fill in the import template
Mandatory fields:
Product name: enter a descriptive, unique name.
Reference: enter your product's reference code.
Category: specify the category the product belongs to.
Barcode (EAN): enter the barcode for standardized identification.
Optional fields:
Brand: make sure the brand is already set up in Sidely.
Price: enter the selling price (and the recommended price if applicable).
Tags: add specific tags to make segmentation easier.
Barcode (UPC): enter the barcode for standardized identification (if not used, enter 0000).
Taxes: assign the relevant taxes.
Stock: add an initial quantity for each product if needed.
Column format:
Use the exact spelling and naming for brands, categories and tags.
Check that all required columns are correctly filled in.
3. Save your file
Once the file is complete:
Save it in CSV or XLSX format.
Check that it contains no errors (e.g. empty columns, incorrect values).
4. Import your products into Sidely
Go back to Settings > Import/Export.
Click Import from a file and select your import file.
Validation:
A data preview will be displayed so you can confirm that the columns match the Sidely fields.
Fix any reported errors before launching the import.
Once validated, click Import.
Best practices for a successful import
Test with a small sample:
Before importing your entire catalog, run a test with a limited number of products.
Keep a master file:
Keep a copy of the original file to make future updates or changes easier.
Check for duplicates:
Make sure no product already in Sidely is re-imported by mistake.
FAQ
1. Can I add products manually if I forgot some during the import?
Yes, you can add products directly from the Products tab.
2. How do I handle errors detected during the import?
Fix the incorrect rows in the Excel file, then run the import again.
3. Can product tags be changed after the import?
Yes, tags can be added or edited directly in Sidely after the import.
4. What should I do if a product doesn't appear after the import?
Check in Sidely that all mandatory fields were correctly filled in in the Excel file.
5. Can I use additional columns in the import file?
Yes, if these columns match additional fields configured in Sidely.