Importing Products

Importing Products allows teams to quickly add large FF&E schedules, sourcing data, procurement information, and product libraries into Workroom using CSV files.

This is especially useful when migrating projects, onboarding existing schedules, or managing procurement at scale.

Accessing Product Import

1. Open the Products module

2. Click Import in the top-right corner

3. Download the import template

Why the Import Template Matters

The import template is dynamically generated based on your account settings.

This means the template automatically includes:

• custom statuses

• existing tags

• system-specific field structures

• account-level product settings

Because of this, the template should always be downloaded directly from your account before importing products.

Preparing the CSV File

Before importing:

• verify column formatting

• confirm product names are consistent

• review statuses and tags

• check vendor information

• validate pricing fields

• confirm room and category assignments

Clean data improves procurement workflows, exports, and reporting accuracy.

Importing Products

1. Complete the CSV template

2. Return to the Import Products window

3. Select your completed CSV file

4. Review the import summary

5. Confirm the import

Once completed, the products will automatically populate inside the Products module.

Import Summary

Before finalizing the import, Workroom displays a summary of the incoming product data.

This allows teams to review:

• product counts

• field mappings

• potential formatting issues

• missing information

Best Practices

• always use the latest downloaded template

• standardize naming conventions before importing

• review procurement statuses carefully

• verify pricing fields before confirming imports

• use tags consistently for filtering and exports

Operational Tip

Many firms use product imports when onboarding projects from spreadsheets, vendor schedules, legacy procurement systems, or external FF&E documents.