Topico

Importar productos

Introducción

Antes de que pueda vender productos a través de Infusionsoft, debe agregar los productos que ofrece. Si tiene muchos productos, es más rápido agregarlos utilizando la herramienta de importación del producto. Si está pasando a Infusionsoft desde otro sistema, debería poder exportar las listas de productos actuales de ese sistema y guardarlas en formato de archivo .csv.

Productos vs. Suscripciones
Si vende productos y productos con planes de suscripción, tendrá que dividirlos en dos listas independientes e importarlos por separado. La importación de suscripción incluye campos adicionales para la facturación recurrente.La herramienta de importación de Infusionsoft creará registros de productos e importará los detalles del producto. Después de la importación, seguirá siendo necesario editar los registros del producto para agregar imágenes, archivos digitales, opciones de producto, asignarlos a categorías, etc.

Instrucciones paso a paso

1 - Vaya a Admin> Importar datos en el menú de navegación principal.

2 - Seleccione Productos como tipo de importación y haga clic en el botón Ir.

3 - Haga clic en Examinar y seleccione el archivo del producto (en formato .csv) desde su computadora.

4 - Haga clic en Siguiente.

5 - Haga coincidir los campos de producto de su hoja de cálculo con los siguientes campos disponibles de Infusionsoft:

     - Nombre del producto
     - Precio del producto
     - Impuestos (Sí o No)
     - Envío de cargos (Sí o No)
     - Estado (activo o inactivo)
     - Descripción breve del producto: aparece en el carrito de compras, en los formularios de pedido y en las facturas/recibos.
     - (Opcional) Descripción del producto: Esta es una descripción larga que aparece cuando el producto se muestra en la tienda de Infusionsoft.
     - (Opcional) Sku: Representa la unidad de mantenimiento de existencias y puede correlacionarse con un sistema de gestión de inventario externo.
     - (Opcional) Peso: Se utiliza para calcular el envío basado en el peso.
     - (Opcional) Coste por unidad: Se utiliza para realizar un seguimiento de los márgenes de beneficio.
     - (Opcional) Ocultar en la tienda: (Sí o No) Se utiliza para ocultar productos de la Tienda de Infusionsoft.
     - (Opcional) Suscripción única: (Sí o No) Debe coincidir con una columna de la hoja de cálculo de importación que indique si un producto se vende solo por planes de suscripción o no.

5 - Haga clic en Siguiente

7 - (Opcional) Valores del campo coincidente: este paso sólo aparecerá si está importando campos que tengan más de un valor posible. 

8 - Haga clic en Siguiente.

9 - Haga clic en las flechas Anterior y Siguiente para obtener una vista previa de la importación antes del paso final.

10 - Haz clic en Listo.

11 - Para ver sus productos, vaya a E-Commerce> Productos

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