Datto Autotask PSA: How do I add products in bulk?

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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

  • Datto 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.

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