Creating Products

Stripe

To create a new product via Stripe:

1. Click the import via Stripe button

2. You’ll be brought to a new page where you’ll be able to select a product/price from your Stripe account.

3. If there are any setup fees associated with the product, you can also add those in.

4. Hit import product & price, and a new product will be created.

CSV

To create a new product via CSV:

1. Click the import via CSV button, then click the Download sample CSV link in the lower left of the pop-up.

2. Utilizing the headers in column 1, format your list to fit with the formatting within. Keep in mind that while you may leave many columns blank, it is important to still have the headers present to allow the system to properly import the CSV. The following explains the different columns in the CSV:

Handle - Use to diversify products from one another versus different variations of the same product. Ie. A Mug and a T-Shirt would be labeled 1 & 2 in the handle, but two T-shirts of different sizes would both be labeled 2.

Title - The name of the product, not including variation.

Body - A description of the product, not including variation.

Included in Online Store - Whether or not the product will be included in the online store, put either TRUE or FALSE.

Image Src - An image of the product if relevant, can be left blank if not.

Option 1 Name - If you have variants, put a name for the first type of variation here (for example, size or color)

Option 1 Value - If you have variants, put the variant type here (for example, medium/small or red/blue). Each type of variant should have its own line (ie. a line for medium red, 1 for medium blue, 1 for small red, and one for small blue).

Option 2 Name - If you have variants, put a name for the first type of variation here (for example, size or color)

Option 2 Value - If you have variants, put the variant type here (for example, medium/small or red/blue). Each type of variant should have its own line (ie. a line for medium red, 1 for medium blue, 1 for small red, and one for small blue).

Option 3 Name - If you have variants, put a name for the first type of variation here (for example, size or color)

Option 3 Value - If you have variants, put the variant type here (for example, medium/small or red/blue). Each type of variant should have its own line (ie. a line for medium red, 1 for medium blue, 1 for small red, and one for small blue).

Variant Price - The price for that specific variant. If you only have one type of product for that product, just put the product price here.

Variant Compare At Price - A compare at price for the specific variant.

Track Inventory - Indicate whether or not you will track inventory for that specific product, put either TRUE or FALSE or leave blank.

Allow Out of Stock Purchases - Indicate whether or not you will allow sales when inventory hits 0. This is only needed if you are tracking inventory. Put either TRUE or FALSE or leave blank.

Available Quantity - Indicate the amount available if you are tracking inventory; if not leave blank.

SKU - Used in combination with Track Inventory to give the product/variant a stock keeping unit code. If not using track inventory, you can leave blank.

Weight Value - Used to track the weight of physical products. If not a physical product, leave blank.

Weight Unit - Used to track the weight of physical products. If not a physical product, leave blank.

Dimension Length - Used in combination with width and height, and must use the same units. Used to track the size of physical products. If not a physical product leave blank.

Dimension Width - Used in combination with length and height, and must use the same units. Used to track the size of physical products. If not a physical product leave blank.

Dimension Height - Used in combination with width and length, and must use the same units. Used to track the size of physical products. If not a physical product leave blank.

Dimension Unit - Used in combination with length, width, and height, and indicates the units used for all three. Used to track the size of physical products. If not a physical product leave blank.

Product Label Enable - Indicate whether you want a label applied to the product (such as best seller, featured, limited, etc). Put either TRUE or FALSE or leave blank.

Label Title - Indicate what label you want applied to the product. Leave blank if you do not have Product Label Enable enabled.

Label Start Date - Indicate when you want the label to begin to appear. Leave blank if you do not have a label title.

Label End Date - Indicate when you no longer want the label to appear. Leave blank if you do not have a label title.

SEO Title - An SEO Title for your product.

SEO Description - An SEO description for your product.

3. Once you have set up your sheet, download the sheet as a CSV and select it in the importer pop-up.

4. Look over the preview view to make sure all the info has been imported correctly. If everything looks correct, import the products.

Natively

When creating a new product within the CRM, you’ll use the same information as editing a product, but instead go about adding information in rather than changing existing information. When creating a new product, you’ll at the very least need a product title, a chosen tax setting (defaults to as per Global Settings), and one set of pricing information.

For more information, see the editing products article.