How to Bulk Import Products into Enrollio

Managing a large inventory of products — like enrollment packages, merchandise, or add-on services — can be time-consuming. Enrollio makes it easy to import multiple products at once using a simple CSV file. This guide will walk you through the process of bulk importing products to your account.

What You'll Need Before You Start

Before you begin, make sure you have:

  • Access to the Payments → Products page in Enrollio
  • A properly formatted CSV file containing your product details
  • The sample CSV file downloaded from Enrollio for reference

How to Bulk Import Products

Step 1: Access the Products Page

Log in to your Enrollio account and navigate to Payments → Products from the main dashboard.

[SCREENSHOT: Enrollio dashboard with Payments menu expanded showing Products option]

Step 2: Download the Sample CSV

On the Products page, click Import as CSV. A pop-up will appear with an option at the bottom to download a sample CSV file.

Download this file to see the exact format and fields required for your import.

[SCREENSHOT: Products page with Import as CSV button highlighted and pop-up showing download sample CSV link]

Step 3: Prepare Your CSV File

Open the sample CSV file using Excel, Google Sheets, or your preferred spreadsheet tool. Fill out the necessary fields for each product you want to import.

Required fields typically include:

  • Product Name
  • Price
  • SKU
  • Description
  • Category

Ensure each field matches the format in the sample file to avoid errors during import. When you're done, save your completed file as a .csv.

Pro Tip: Double-check your data for duplicate SKUs or special characters that could cause issues during import.
Important: Some fields in the sample file (like weight, inventory, or image source) may not apply if you're importing services like enrollment packages. That's okay — simply leave those fields blank, but do not delete the column headers. All column headers must remain intact to avoid formatting errors.

Step 4: Upload the CSV File

Go back to the Payments → Products page and click on the Import as CSV button.

Select your prepared CSV file from your device. A preview of your file's content will be displayed.

[SCREENSHOT: CSV file upload interface showing file selection and preview]

Step 5: Preview and Confirm

Review the preview to ensure all product details are accurate. If there are any issues, you can correct them directly in your CSV file and re-upload.

Once everything looks good, you're ready to proceed.

Step 6: Import Products

Click Import Products to finish the process. Once the import is successful, your products will be available in Enrollio, ready for use in your enrollment packages, merchandise sales, or other offerings.

[SCREENSHOT: Successful import confirmation message]

Important Notes and Tips

Handling Errors: If there are issues in your CSV file, an error message will display with details on what needs to be fixed. Correct the errors in your file and re-upload it.

Updating Existing Products: You cannot update existing products using CSV import. This feature is for adding new products only.

File Size Limitations: Enrollio has a maximum file size of 10MB for CSV uploads. Check your file size before uploading.

Troubleshooting Common Issues

Here are some common problems you might encounter during bulk import:

File Format Errors: Make sure the file is saved as .csv and that each field matches the sample format exactly.

Missing Required Fields: Double-check that all mandatory fields (Product Name, SKU, Price) are completed for every product.

Special Characters: Remove any special characters that might cause issues during import.

Column Structure Errors: If you see an error like "Column 1 is not correct," this usually means you've removed or renamed column headers. Always keep the exact column structure from the sample CSV, even if some values are left empty.

Need Help? If you experience any issues you cannot solve, reach out to the Enrollio support team for assistance.

Frequently Asked Questions

Can I update existing products using a CSV import?
No, CSV import is only for adding new products. It cannot update existing products.

What happens if there are errors in my CSV file during the import process?
Error messages will be displayed on the screen that need to be resolved. You'll need to correct the errors in your file and upload again.

Is there a limit to how many products I can import in a single CSV file?
Yes, the file size limit is 10MB.

I'm importing services like enrollment packages, not physical products. What should I do about fields like weight or inventory that don't apply?
You can leave the irrelevant fields (weight, dimensions, image source, inventory) blank, but you must still include those column headers in your CSV file. Removing columns entirely or changing the header names will result in errors. Always follow the exact column structure from the sample CSV, even if some values are left empty.

Will importing a CSV file overwrite my existing product data in Enrollio?
No, products cannot be updated using this functionality, so overwriting is not possible.