How to Import Your Products & Services Into Count
You can import your products and services into COUNT using a CSV or Excel file. This is helpful when migrating data from another system or setting up your workspace with multiple items at once.
This feature allows you to review column matching, confirm item details, and complete the import in just a few steps.
- From the left-hand menu, click Contacts & Products, then select Products & Services.
In the top-right corner, click the Import icon.
- Upload your CSV or Excel file by dragging and dropping it into the upload area, or by clicking upload to select the file from your computer.
Once the file is uploaded, click Next.
- Review the column matching. Confirm that all required fields are marked as Matched, then click Next. This process may take 2–3 minutes, so please do not navigate away from the page.
- Review the row matching. Click Next to start the import.
Once the import is complete, you’ll see a confirmation message showing how many products and services were created, skipped, or updated.
Click Back to Products & Services to return to your list, or Import More Products & Services if needed.
Updated on: 17/02/2026
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