SUMMARY
Use this task hub to choose the appropriate method for importing products and batches into Factbird. The best method depends on whether you are entering data manually, using Excel, or connecting an external system through the API.
CHOOSE AN IMPORT METHOD
Import products and batches using Bulk Edit
Use Bulk Edit to copy and paste multiple products or batches directly into Factbird.
This is the recommended method for most manual imports because it does not require Excel macros or an API integration.
Related task:
Import batches using the Batch Import API
Use the Batch Import API when an ERP system or another external application needs to create or update batches automatically.
This method requires an API integration and a valid Batch Import API key.
Related task:
Import batches using Excel
Use the Excel Batch Import workbook to create or update batches from a spreadsheet.
This method requires Excel macros and a Factbird API key. Because it depends on macros, Bulk Edit is generally recommended for manual imports where possible.
Related task:
WHICH METHOD SHOULD I USE?
Choose:
- Bulk Edit for manual entry of multiple products or batches.
- Batch Import API for automated imports from an ERP or external system.
- Excel Batch Import when your workflow specifically requires the Excel workbook.
IMPORTANT NOTES
- Each import method has its own setup requirements.
- API imports require technical integration work.
- Excel imports require macros to be enabled.
- Review the relevant task article before starting the import.