Products | Importing & Exporting Products

The Products section in Orbit allows you to import and export your product catalogue as a CSV file. This makes it quick to create or update many products at once, and to move your catalogue between Orbit and another platform.

From here you can export your existing products to a spreadsheet, edit them in bulk, and import them back in — or bring in a brand-new catalogue from another store.

Accessing import and export

To import or export products:

• From the left-hand menu, go to Products.

• Use the Import and Export actions at the top of the Products page.

The Products page will open, where you can manage your catalogue and start an import or export.

Exporting your products

Exporting downloads your product catalogue as a spreadsheet, ready to view, edit, or import back into Orbit. To export your products:

1. Click Export at the top of the Products page.

2. Choose what to export — All products, the Current page, your Selected products, or your Filtered results.

3. Choose a format — Excel Format (.xlsx) or Plain CSV (.csv).

4. Click Export to generate and download the file.

The exported file contains a column for each product field, so you can review or amend your catalogue in any spreadsheet application.

Importing products from a CSV

Importing lets you create new products, or update existing ones, from a CSV file. To import products:

1. Click Import at the top of the Products page.

2. Upload your CSV file. You can also tick the overwrite option to update products that already exist, rather than only adding new ones.

3. Click Upload and preview to check your first product and confirm the file has been read correctly.

4. If needed, open the mapping step to match each column in your CSV to the matching product field in Orbit.

5. Review the preview, then click Import products to start the import.

Once the import begins, Orbit shows a progress indicator as your products are created. You can close the dialog and carry on working while the import runs in the background — Orbit will let you know when it has finished.

When to use import and export

Import and export are most useful when you are working with many products at once. Common uses include:

• Bulk creating products from a supplier list or stocktake

• Bulk updating prices, descriptions, or other details across your catalogue

• Migrating your catalogue from another platform into Orbit

• Keeping an offline backup of your products as a spreadsheet

Tips

If you are unsure how your CSV should be laid out, export your products first. The exported file gives you the exact column template Orbit expects, which you can then edit and import back in. If you have no products yet, you can download a sample CSV from the import dialog to use as a starting point.

Why import and export are important

Importing and exporting save you from editing products one at a time. By working in a spreadsheet, you can make large changes quickly and accurately, then bring everything back into Orbit in a single step — which is especially helpful when setting up a new store or moving from another platform.

If you have any questions, please contact us at support@orbitcommerce.net