How to Use/Access Bulk Import Using Master Product Spreadsheet in BakeSmart

The Bulk Import feature in BakeSmart allows you to add or update large batches of products all at once—streamlining your onboarding, seasonal launches, and major catalog changes.This article covers how the Bulk Import feature works, what the spreadsheet includes, and best practices for getting your product data into BakeSmart efficiently and accurately.

What Is Bulk Import?

Bulk Import is a company-wide product management feature that lets you upload many products at once—without manually entering them one by one. It’s most often used during:

Initial onboarding
Seasonal product rollouts
New product line launches
Major catalog overhauls

Rather than relying on manual entry, you’ll fill out a structured Google Sheets file—the Master Product Spreadsheet—then upload it directly through the app.

💡 You can access the Bulk Import screen in the BakeSmart app by going to:
Settings > Products > Bulk Import

What Is the Master Product Spreadsheet?

The Master Product Spreadsheet is the tool used with the Bulk Import feature. It includes fields for your full catalog setup—standard products, custom items, pricing, category assignments, and more.

The spreadsheet contains two primary tabs:

Standard Products – Everyday items sold as-is (e.g., cookies, bread, drinks).
Custom Items – Personalized products (e.g., custom cakes, cupcakes, cake pops).

💡 Advanced product types like bundles, gift cards, and signature items will be handled later in the onboarding process with your specialist.

What You’ll Need for Each Product

Here’s a quick guide to the fields included in the spreadsheet:

Field	Description
Name	The product’s unique, descriptive name.
Category	High-level grouping (e.g., Bread, Pastries).
Subcategory	More specific grouping within the category.
Price	Base price of the product.
Product Code	Internal identifier for tracking.
Sort Order	Controls visual ordering in POS and order screens.
Department	Internal department responsible for production.
Description	Customer-facing product description.
Notes for Employees	Internal staff notes for upselling or special handling.
Alert	Set to “true” or “false” for popup alerts during ordering.
Alert Message	Text that appears in the alert box.
EBT Eligible	Set to “true” or “false” if eligible for SNAP/EBT.

💡 You only need a product name, price, and category to get started. Your onboarding specialist will help you complete the rest.

Accessing the Spreadsheet

You have two options:

1. Use the collaborative Google Sheets file provided by your onboarding specialist

Best for live collaboration
Used during onboarding

2. Download a blank template in the BakeSmart App

Go to Settings > Products > Bulk Import
Click Download Blank Spreadsheet to get a fresh template

Ideal for future product line additions or seasonal updates

Uploading Products Using Bulk Import

Once your spreadsheet is ready:

Download it as a CSV file (File > Download > Comma-separated values).
Go to Settings > Products > Bulk Import in the BakeSmart app.
Click Choose File and upload your completed CSV.

BakeSmart will process the file and add the new products to your catalog.

💡 BakeSmart will automatically skip any products that are already in the system to avoid duplicate entries.

Best Practices for Bulk Import

Use only the template provided by your onboarding specialist or downloaded in the app.
Never delete columns, rename headers, or reformat.
Use the Notes column to flag items you’re unsure about.
Keep naming, category, and pricing consistent.
Double-check your Department and Category assignments for clean reporting.

Support and Video Training

Video Walkthrough
For a full demonstration of how to use the Bulk Import feature—including downloading, filling out, and uploading the spreadsheet—watch our Bulk Import training video here.

Need More Help?
Visit the BakeSmart Help Desk for more articles on product setup and management.

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