File format: Prepare a spreadsheet (Excel) with all required product data, if you have a CSV file you can open it here: https://workspace.google.com/products/sheets/ and export it as an Excel instead.
1. Open Settings
In Claimlane's inbox, click Settings in the bottom-left corner.
2. Select Your Data Source
In the left menu, click Self-Service Portals.
Choose your Self-Service Portal from the list.
Click the Datasource tab
3. Choose the Data Source
From the datasource list, select the one you'd like to upload products to. (Click on Add new data source if you don't have one yet.)
4. Navigate to Products
In the datasource view, go to Products
Click Upload Products
5. Map Your Labels
Click and drag each label from the panel into its matching column
Important: All required labels (marked with *) must be mapped before you can proceed.
Note: Are you missing any label to match with your columns? You can go back to Products (Step 4) and click
there you can create any needed label to match with your data and make sure to make it B2C.
6. Choose Your upload Mode
Once your labels are correctly mapped, you have two options in the top-right corner:
Upload and add existing products: Use this when you are uploading only new products and you want to add them to your already existing product list.
Delete existing products and upload: Use this when you want to replace your entire product list with the current list you are uploading (Note: If you have no previous product list, don't worry you can use this option)
Click on your chosen option.
🎉 You’re Done!
After selecting your upload mode, Claimlane will process your file.
Are you interested in a Data Integration with your provider instead of manual uploads? Check this other guide: Setting Up a Data Integration in Claimlane
Troubleshooting & FAQs
Q: Why is the “Upload” button disabled?
Make sure all required labels are mapped to the right columns.
Q: What formats are supported?
Claimlane supports XLSX