How to Import Your Product List

To send invoices, manage your inventory, and have Direct Sidekick automatically calculate your Cost of Goods Sold (COGS), you must first add your products.

How to Add Products

There are three ways to add your products to Direct Sidekick. You can import them all at one time as a list, add them when you enter a purchase order, or enter them individually from the product page.

** The easiest way to get started is to import your product list before you start. Then add new items as your company introduces them when you enter a new purchase order.

Import your product list

Navigate to the main product list page.
Click the "Import Products" button near the top of the page.
Click the "Choose File" button to choose the CSV file on your computer.

Map "Your Field Names" to our corresponding "Field Names." For example, maybe your list uses SKU for the product item number. You would then select item_no from the dropdown in the right column. Now we will import SKU as item_no.

Click import data, and you are done! Note: you will receive an email with a list and reason if any of your products are not imported.
How long does it take for the products to load? Depending on the size of your list, it should be near instantaneous.

Add new products when you are entering a new purchase order

When adding a new purchase order, start typing the new item name into the search box.

Complete the form. Then click Save & Add.

Enter them individually from the main product list page

Navigate to the main product list page.
Click the "+ New Product" button.
Complete the same form as above and click save.