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PandaDoc can export up to 100,000 records at one time.Csv2qfx CONVERT: Data Sheet Easily convert from. Some description fields may contain HTML tags, e.g. Your export will include all default PandaDoc Catalog fields and any custom fields you have for your items. You will receive a notification email when your templates and content library items are updated.Įxport format: The file format will be in a CSV (Comma Separated Value) file.Update your products in the CSV, make sure you keep the SKU intact since PandaDoc relies on SKUs when updating your product catalog.Export your products into a CSV file (see how in the next section).Reach out to our Support team to have the feature enabled for your account.Note, custom product fields will not be updated. You can update your templates and content library items with updated products automatically. Update your templates and content library items If you change SKUs in the exported CSV and re-upload it back, the system will create a new of product for every SKU it doesn’t recognize. Update your CSV and go through the import process as described above.Go to your email inbox, and open the PandaDoc email to download your CSV file.You’ll see a popup confirming export has started.Click the three dots at the top and choose Export. Open your Catalog and go to the folder you want to update.This will update the information based on the new CSV. SKU numbers serve as a unique identifier of a product item, so when you re-upload your CSV with the same SKUs, the system will recognize them and map the products with the existing ones. Then update the CSV file and import it back. Provided you are not changing SKU codes, the easiest way to mass update your catalog is to export the PandaDoc product catalog as a CSV. Make sure your CSV doesn’t have empty rows across the product list.See the table above for the correct column names. For default columns, make sure you’re using the exact names as in catalog item fields.In this case, open your CSV file and check the following: If CSV import failed, you’ll receive an email notification.
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