Batch Upload

How to batch upload products on data.smartersorting.com

To start, locate 'Batch Upload' under Quick Tasks on the left navigation bar.

You will need to add a CSV file with at least the headers ‘upc’ and ‘name’.

You can add additional product information in any format. We recommend also including:

• brand name

• description

• publicly available ingredients

• URLs pointing to PDF documents for Safety Data Sheets, UN 38.3 Summary Reports, or user manuals

Choose your file and then click the green ‘upload and continue’ button.

The page will confirm the upload was successful and the products are being enriched. You can return to your dashboard while you wait.

Once you have started a batch upload, a new section will appear in Quick Tasks labeled 'Ongoing Batches'. Hovering over this will show any current batches

Once the batch has completed, you will see a 'Review required' status. Click to open and finish attesting to your items.

Steps for Review:

Additional Information Needed -

Items that require additional information will be at the top and the missing information will be highlighted orange. In this example, the SDS document is needed which makes an orange box around 'Add SDS Document' as well as an orange 'Save' button.

Once you have added the information you will need to hit save on the record. The item will then change from orange to green and indicate that you have added the necessary information. 

Ready for Review - 

Items at the bottom in green were fully enriched and only need your review.

Click ‘view details’ on those items to ensure the information is accurate. 

Once all of the required fields have been added and changed from orange to green, you will be able to ‘attest and submit’ all of the items. You can also submit in batches and submit only the Ready for Review items or items you have completely filled in while leaving some products that require information. The batch will remain in 'Ongoing Batches' until you have completed and attested to all items.

In the pop-up, confirm that your information is accurate and submit the products.

You will then see a status message to ensure you properly uploaded your products

Once the items have been classified, you will see them added to your dashboard. Any retailer who requested the UPC will also be able to see them now. 

To view completed items, click 'Classifications' in the left navigation bar.

If you have any questions or need assistance, please email Support@Smartersorting.com.