How to Import Products and Services in Kylas CRM

Managing your product catalog efficiently is essential for accurate deal creation, quotations, and revenue tracking. Kylas CRM allows you to import Products and Services in bulk — saving time and ensuring all product data stays organized and consistent across your sales processes.

This guide walks you through the step-by-step process of importing your Products & Services using the Import Data feature in Kylas CRM.

Table of Contents

1. Overview

2. Prerequisites

3. Step-by-Step Guide

   • Step 1: Log in and Navigate to Data Management

   • Step 2: Select Import Data

   • Step 3: Choose Products & Services Module

   • Step 4: Upload Your File

   • Step 5: Enable “My File Has Headers”

   • Step 6: Map Fields

   • Step 7: Review and Import

4. Use Cases

5. Benefits

6. Conclusion

Overview

The Import Products & Services feature in Kylas allows you to add multiple products or services to your CRM in one go using a CSV file.

Instead of manually creating each record, you can prepare a structured file with all product details — such as name, SKU, price, and tax — and import them easily.

This is especially useful for businesses handling large product catalogs or service listings.

Prerequisites

Before importing Products and Services, ensure:

• ✅ You have Admin or Import Data permission in your Kylas CRM account.

• ✅ Your file is in CSV (Comma-Separated Values) format.

• ✅ The file includes properly labeled headers (like Name, Description, Price, SKU, etc.).

• ✅ Any mandatory fields (such as Product Name or Price) are filled correctly.

💡 Tip: You can download a sample import template from the Import page in Kylas to format your data correctly.

Step-by-Step Guide

Follow these steps to successfully import Products & Services into Kylas:

Step 1: Log in and Navigate to Data Management

1. Log in to your Kylas account via
   app.kylas.io
   .

2. Click on the Settings icon (⚙️) from the left navigation panel.

3. Under the Data Management section, click Import Data.

Step 2: Select Import Data

Once you’re in the Import Data page, you’ll see a list of entities that can be imported (Leads, Contacts, Deals, etc.).

Click on Products & Services from the list.

Step 3: Choose Products & Services Module

Select the Products & Services option as your target entity.
This tells Kylas that the data you’re uploading will go into your Products module.

Step 4: Upload Your File

1. Click on Upload File.

2. Choose your prepared CSV file from your computer.

3. Once uploaded, you’ll see a preview of the data inside the file.

Step 5: Enable “My File Has Headers”

If your file contains column headers (like Product Name, SKU, Price, Tax, etc.),
make sure to enable the checkbox labeled “My file has headers.”

Step 6: Map Fields

Now, you’ll need to map each column in your file to the corresponding Kylas field.

For example:

If any field doesn’t exist in your Kylas setup, you can create a custom field before importing.

✅ Make sure to double-check field mapping for accuracy — incorrect mapping can lead to wrong data entry.

Step 7: Review and Import

1. Once mapping is done, click Next.

2. Review the summary screen to verify your mapping and record count.

3. Click on Import to start the process.

You’ll receive a confirmation message once the import starts.

After completion, Kylas will notify you about:

• Successfully imported records

• Any failed records (with reasons, downloadable as a report for review)

Use Cases

Use Case	Description
New CRM Setup	Upload your complete product/service catalog when first setting up Kylas.
Price List Updates	Re-import updated pricing or tax rates in bulk.
Service Listing Expansion	Add new service categories and items efficiently.
Integration Support	Sync data from your ERP or inventory tool by exporting and importing via CSV.

Benefits

Benefit	Description
⚡ Time-Saving	Add hundreds of products in minutes instead of manually creating them one by one.
🧾 Data Accuracy	Ensures consistent and error-free product data entry.
🔁 Bulk Management	Easily update or replace large product lists when pricing or categories change.
📦 Streamlined Deal Creation	Products are instantly available for quotations and deal linking.
🧠 Better Analytics	Accurate product data ensures better revenue, pricing, and sales reports.

Conclusion

Importing Products & Services in Kylas CRM simplifies catalog management, improves accuracy, and boosts operational efficiency.

By following these steps — uploading your CSV, mapping fields, and completing the import — you can ensure that all your product information is centralized and easily accessible within your CRM.

Once imported, your sales team can directly associate these products with Deals, Quotations, and Reports — helping your business deliver faster, smarter, and more accurate sales processes.