How to Bulk Import Products in BakeSmart
Bulk Import allows you to add new Standard Products to your BakeSmart catalog using a structured CSV file. This guide walks you through downloading the template, completing it correctly, and uploading it into the system.
Step 1: Open the Bulk Import Tool
- Log into BakeSmart.
- Go to Settings.
- Select Products.
- Click Bulk Import.
Step 2: Download the Blank Template
- Click Download Blank Spreadsheet.
- Open the file in your spreadsheet editor.
Important:
- Do not rename or delete columns.
- Only Standard Products can be imported using this method.
- Delete the sample product included in the template before saving.
Step 3: Complete the Spreadsheet
Required fields:
- Name
- Category
- Price (numeric only; no currency symbols)
Additional fields may be completed as needed, including Subcategory, Product Code, Sort Order, Department, Description, Notes for Employees, Alerts, and EBT Eligibility.
Formatting rules:
- Price must be in plain number format (e.g., 2.50).
- Required fields cannot be blank.
- Columns must remain in their original order.
Save the completed file as a CSV (Comma-Separated Values).
Step 4: Upload Your CSV File
- Go to Settings > Products > Bulk Import.
- Click Choose File.
- Select your CSV.
- Click Upload.
BakeSmart will validate your file and attempt to import the products.
Step 5: Review Import Results
If successful:
- All new Standard Products will be added to your catalog.
If unsuccessful:
- The entire import will fail.
- No new items will be created.
- Error messages will appear in the Bulk Import screen.
Each error message identifies the row and field that must be corrected.
Step 6: Correct Errors (If Needed)
- Open your CSV file.
- Locate the rows and fields listed in the error messages.
- Make the necessary corrections.
- Save the file again as CSV.
- Reupload the corrected file.
Repeat until the file imports without errors.
Troubleshooting Table
| Issue | What It Means | How to Fix It |
|---|---|---|
| Missing required field | A mandatory field (Name, Category, or Price) is blank. | Enter the missing value and re-save as CSV. |
| Price not in number format | Price includes symbols, text, or is blank. | Remove $, commas, or text. Enter a plain number (e.g., 3.00). |
| Unrecognized column or header | The template was altered. | Download a fresh template and copy your data into it. |
| Invalid true/false value | A yes/no field contains unsupported text. | Use “true” or “false” only. |
| Invalid Sort Order value | Field contains letters or symbols. | Enter a plain number or leave blank. |
| Product already exists | A product with the same name already exists. | Rename the item or manually add it through product settings. |
| Row formatting error | Data is improperly spaced or misaligned. | Clear formatting, remove special characters, and re-enter the row. |
Video Walkthrough
A step-by-step video demonstration will be available here:
[VIDEO LINK PLACEHOLDER]
Need More Help?
If you need additional assistance:
Click the Help icon inside BakeSmart.
Select Give Feedback.
Describe your issue or question.
Attach photos or videos if helpful.
Submit your request.
A BakeSmart team member will review your message and reach out.
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