Uploading a CSV File to Update Order Form Technology

Uploading a CSV File to Update Order Form Technology

What Is Order Form Technology?

Order Form Technology allows clients to place an order directly from a digital catalog by selecting their preferred products. Once submitted, the company receives the request, and the client gets a confirmation email with the order details.

In this article, we’ll walk you through how to link your products to the order form using a CSV file.

There are two possible setups:

Edition Level: If you want to apply the order form on certain editions only. The CSV is uploaded directly into each edition using the Multimedia Manager.
Template Level: If you want the order form to be applied on all editions from a template, you will upload your CSV in Order Form Management section.

Uploading via Multimedia Manager (Edition Level)
Use this method if you want the order form to be applied in a certain edition only.

  1. Go to Multimedia Manager
            

  1. Select your Template and Edition
  1. Open the Advanced Tool and click Import Products From File
  1. Upload a 3 column CSV file with the following format:
    • Column A: SKU (product code or unique identifier)

    • Column B: Product URL

    • Column C: Tooltip (optional)

            
            

  1. Customize the link color, opacity, boarder style and select the pages these will be applied too.

  1. Click on Import and the products will be automatically linked to that edition’s order form.

  1. Click Save
      

Uploading via Order Form Management section (Template Level)

This tool centralizes all your product information in one place, allowing you to reuse the same data across multiple editions under the same template. It also gives you the flexibility to make small updates, like editing, deleting or adding one manually, without needing to re-upload a full CSV.

Bulk Upload Using a CSV

Follow the steps below to upload a large number of products efficiently in a template:
  1. From your main menu, go to Order Form Management


  1. Click Upload Products


  1. Select the Template where your product data will be used


  1. Download the previous CSV or check your order form required fields to ensure your new file matches the correct format.
  1. Upload your CSV


      6. Click Upload Products



Once completed, your products will appear in the Product List, and all matching products found in your template’s catalogs will be automatically linked.

Manually Add, Delete, or Edit a Single Product

How to edit or remove a product:

  1. Search your product
  1. Edit or remove using the buttons below:

          

To add one product:

  1. Go to Product Management > Product List
          
      `      
  1. Click Add New Product

         

  1. Fill in the product details and Save
          

Once you have downloaded the CSV, remember to upload the CSV via the Upload Products menu.

    • Related Articles

    • What is Product Management

      Product Management helps streamline stock management and product organization. It allows for real-time updates, offering features such as custom product descriptions, pricing, images, videos, and SKU management. This system makes it easy to integrate ...

    • What is Order Form Technology?

      Order Form Technology allows clients to create an order directly within the catalog by selecting their preferred products. Once the order is submitted, the company receives the request, and the client receives a confirmation email with the order ...

    • Link Management - Advanced Links, Copy Links, Import Links, Product Recognition, Import Products, CSV

      Advanced Linking Tool In this article, we’ll explore DCatalog’s Advanced Linking Tools, available in the Multimedia Manager (gear icon ⚙ in your admin dashboard). These features are designed to help you automate, customize, and manage links more ...

    • Generating an Automated Catalog: Uploading Your CSV File and Static Pages

      What is Catalog Automation? Catalog Automation is a powerful feature that allows you to build and update digital catalogs using a simple CSV file—no design experience required. Once configured, you can refresh your product data or content at any ...

    • How Do I Format My CSV File for Product Fields?

      Here is how to format the CSV file to use it for autolinking: This ensures that the items will be linked properly. Here is an additional link you may find helpful: Import Products from File If you have additional questions, please contact ...