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How to Import My Catalog Items into Notch

You can bulk import your supplier catalogs using Notch's Microsoft Excel, Apple Numbers, and Google Sheets templates.

How to edit using Excel

If you have already downloaded the notch Upload Template, please go to step 5

  1. Log into your notch account → select Home Page → select [...] on the supplier you wish to manage → Manage Catalog

  2. You are now on the supplier products page, select ‘Upload a catalog’ on the top right of your screen

3. The ‘Upload a catalog’ pop-up will appear, please select Download and choose from the following templates:

  • Microsoft Excel

  • Apple Numbers

  • Google Sheets

4. Select Excel to download

5. Open the notch Upload Template using Excel

6. Edit and make changes

Note: Before exporting the template, make sure that the Products table only contains rows that you want to upload. If it has rows that were pre-filled with data that you don’t need, delete them.

7. When changes are completed, select File → Save As → next to ‘File Format’ select Comma Separated Values (.csv)

8. The notch Upload Template - Template.csv will now be downloaded

 

How to edit using Google Sheets

If you are already on the Google Sheets template page, please go to step 5

  1. Log into your notch account → select Home Page → select [...] on the supplier you wish to manage → Manage Catalog

  2. You are now on the supplier products page, select ‘Upload a catalog’ on the top right of your screen

  3. The ‘Upload a catalog’ pop-up will appear, please select Download and choose from the following templates:

    • Microsoft Excel

    • Apple Numbers

    • Google Sheets

4. Click Google Sheets to open link

5. Select File → Make a copy → Name your new template → select make a copy

Note: If Make a copy button is greyed out, please Sign in with your Gmail account

6. Name the document and select Make a copy

Note: This will save the template into your Google Drive. Find the section "Troubleshoot: Update Catalog" to learn how to access your Google Drive and locate your catalog after saving.

 

7. Select 'Template’ sheet at the bottom of your google sheets page

8. Edit and make changes

Note: Before exporting the template, make sure that the Products table only contains rows that you want to upload. If it has rows that were pre-filled with data that you don’t need, delete them.

 

9. When changes are completed, select File → Download → Comma Separated Values (.csv)

10. The ‘notch Upload Template - Template.csv’ file will now be downloaded

 

How to edit using Numbers

If you have already downloaded the notch Upload Template, please go to step 5

  1. Log into your notch account → select Home Page → select [...] on the supplier you wish to manage → Manage Catalog

  2. You are now on the supplier products page, select ‘Upload a catalog’ on the top right of your screen

3. The ‘Upload a catalog’ pop-up will appear, please select Download and choose from the following templates:

  • Microsoft Excel

  • Apple Numbers

  • Google Sheets

4. Select Numbers to download

5. Open the notch Upload Template using Numbers

6. Edit and make changes

Note: Before exporting the template, make sure that the Products table only contains rows that you want to upload. If it has rows that were pre-filled with data that you don’t need, delete them.

7. When changes are completed, select File → Export to → CSV

8. A pop-up appears to Export Your Spreadsheet. From here, select CSV → “Create a file for each table” → Next

9. Select a location to save your edited file and click Export

10. The notch Upload Template - Template.csv will now be downloaded

 

Troubleshoot: Update Catalog

 

Get help with updating your catalog, finding your files, and understanding the template

Why are my products showing up as invalid?
Your products may appear under 'Invalid products', which means that the inputted data is not accepted by the notch system in its current format.


Please check the following:

  1. The Category, Unit, Tax Type, and Availability columns in the spreadsheet you are trying to upload are matched to the following inputs:

Category

Unit

Tax Type

Availability

Fruits & Vegetables

each

Fully-taxed

In Stock

Meat & Poultry

pack

Tax-exempted

Out of stock

Seafood

bunch

 

 

Dairy & Eggs

case

 

 

Pantry & Dry Goods

kg

 

 

Frozen & Chilled

g

 

 

Baked Goods & Sweets

lb

 

 

Pre-made

litre

 

 

Beverages

gallon

 

 

Alcohol

oz

 

 

Packaging

dozen

 

 

Cleaning

keg

 

 


2. All columns are filled for each product with the exception of “Product Description” and “Package Description”. These are the only two optional inputs, all other information is required.

3. Package quantity is a number between 1 and 1000

4. Column names are an exact match to:

Product Name

Product Description

Category

Tax Code

Package SKU

Availability

Package Description

Package Quantity

Package Unit

Default Price

 

How to understand the notch Upload Template:

Below is a list of the notch template column descriptions to help you complete the spreadsheet and update your supplier catalog:

 

Product name: name of your product

Product Description: optional description of your product

Category: Choose a Category from the drop-down list that best describes your product

Tax Code: Choose either Fully-taxed or Tax-exempted

Package SKU: Choose your unique identifier for each product package size

Availability: Choose whether your product is in stock or out of stock

Package Description: optional description of your package

Package Quantity: Choose a package quantity from 1 to 1000

Package Unit: Choose a unit from the drop-down list that best describes your product

Default Price: This is the default price per product

My file is not uploading

 

Please check that the file you are trying to upload ends in .csv. If you are still having trouble uploading your catalog, please see detailed instructions here.

How to troubleshoot ‘We didn’t recognize all the columns in your file’

 

Your upload may return 'We didn’t recognize all the columns in your file', which means that the inputted columns may have the following issues:

 

Some of the required fields are left blank. To resolve this, please select a header on the right to match the notch columns on the left.

 

Two or more of the fields have the same header name. To resolve this, please ensure that the CSV header name is only used once

 

There are multiple errors that need to be corrected. To resolve this, please ensure that:

  • each CSV header name other than “Product description” and “Package description” are filled

  • each CSV header name is only used once

How do I find my saved catalog?

If you are using Google Sheets to update your catalog, the default setting is to save the download in Google Drive.

To access your download:

  2. Sign in with your Gmail Account that you used to make a copy of the notch Upload Template

  3. You should see your saved catalog under My Drive

4. Double-click the file to open and continue editing

or

5. Right-click the file and select Download

6. The file will now be downloaded to your computer where you can upload the catalog into notch.

 

 

Why can’t I change the SKU?

SKU’s are unique to each product when they are created. To change your SKU:

  1. Export your supplier catalog [ link to article]

  2. Locate the product SKU you would like to change

  3. Change the Availability of that product to “Out of stock”

  4. Add a new product to the CSV file with your desired new SKU and mark Availability as “In stock”

  5. Save your catalog and upload into notch. You will now be able to order your product using the new SKU.

 

 

If you are still having trouble uploading your CSV, please contact us at support@notch.financial