How to Download and Bulk Upload Elements

Created by Ivy Thompson, Modified on Thu, 15 Jan at 6:14 PM by Ivy Thompson

How to Download and Bulk Upload Elements

 This method allows you to manage multiple Elements at once by exporting your current list, adding new items, or updating existing specifications in a single upload via CSV.


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Download Elements (CSV)

  1. Navigate to the Elements page.

  2. Select the More actions dropdown (top right).

  3. Click Download Elements CSV.

What’s Included in the Export

  • All active Elements

  • Fields such as Name, Product Code, Size, Supplier, and other specifications

Upload Elements (CSV)

  1. Create a new Element on the spreadsheet by adding a new row with required fields (Name, Product Code, Supplier).

  2. Amend existing Elements if required

  3. Save spreadsheet

  4. On the Elements page, select the More actions dropdown (top right).

  5. Upload Elements CSV 

  6. Review the sample data table to ensure the Header Row is correct, then click Continue.

  7. Map your CSV columns to system fields (e.g., match "Supplier" to "Supplier*").

    • Leave any columns blank if you do not want to include

  8. Click Submit to start the import.

  9. Wait for the Success pop-up to appear, then select Close.


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