Autotask PSA: How do I add products in bulk?

Follow

Question

I am adding products to our site and I want a better way to do it instead of manually adding them one-by-one. Is this possible?

Environment

  • Autotask PSA

Answer

Yes. You can use the Product Import function. To do so:

  1. Navigate to Autotask menu → Admin → Products and Services → Products → Products → Import / Import History.
  2. Click Import to download the import template.

If your company site has Inventory enabled, with the proper permission, you can also import products from that location:

  1. Navigate to Inventory → Inventory Items → Import / Import History.
  2. Click Import to download the import template.

TIP: Administrators can download the templates from Admin → Features & Settings → Application-wide (Shared) Features → Downloads. Be sure to review the list of required fields for each template and the match criteria for duplicate checking.

Additional Resources


Was this article helpful?

0 out of 0 found this helpful

You must sign in before voting on this article.

Want to talk about it? Have a feature request?

Head on over to our Datto Community Forum or the Datto Community Online.

For more Business Management resources, see the Datto RMM Online Help and the Autotask PSA Online Help .

Still have questions? Get live help.

Datto Homepage