Uploading a catalog

Go to Resource Library > Catalogs, then click Upload catalog. A four-step wizard opens.

Step 1 — Choose a CSV file

Drop your file onto the upload area, or click it to browse. Only CSV files are accepted.

• Maximum 35,000 data rows per catalog. If your file has more, only the first 35,000 are imported and a warning appears.
• The wizard detects whether row 1 is a header row automatically. If your file has no headers, columns are labelled A, B, C and so on.

Tips for clean imports:

• Give columns clear names if possible (e.g. Description, Price, Pack Size).
• One item per row.
• Currency symbols (£, $, €) in price columns are stripped automatically — no need to clean them out first.

Step 2 — Name your catalog

The wizard pre-fills the catalog name from your filename. Edit it to anything that helps you find it later, for example "Supplier Name — 2026".

The screen also shows a summary: row count, column count, and the original filename. If the wizard spotted any issues (e.g. too many rows), a warning box appears here.

Step 3 — Preview and map columns

You'll see a preview of the first five rows of your file, with your columns laid out.

Map your columns to three optional fields:

Field	What it does
Item / Description	The primary line text added to the quote.
Description / Quantity	Secondary text appended after the primary (e.g. pack size).
Price	The amount inserted on the quote line.

The wizard tries to auto-detect the right columns from your header names. Check the preview — highlighted columns show which mapping has been applied.

All three mappings are optional. Columns you leave unmapped are still stored; you can remap them later without re-uploading.

Tip: You can add extra column maps over this same file after saving — no re-upload needed. See Column maps.

Step 4 — Save

Review the summary (name, row count, and how each field is mapped) then click Save catalog. A progress bar tracks the import. Large catalogs may take a few seconds.

When the import finishes the catalog appears in the list with a Ready status.

Editing a catalog after import

Click any catalog row to open the edit modal. Three tabs are available:

• Rename — change the catalog name.
• Column mapping — update which columns map to each field without re-uploading.
• Maps — manage multiple named column maps over the same file. See Column maps.

Archiving and deleting

• Archive — hides the catalog from the active list and from search. The data is kept and storage still counts toward your plan. You can reinstate it at any time.
• Delete — permanently removes the catalog and all its rows. This frees storage. Cannot be undone.

Related

• Column maps
• Using catalog items in quotes
• Catalog Library overview