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Version 1.0
Created: 19 June 2024
Updated: 19 June 2024

How to Import New Products or Services?

  1. At the desktop site’s navigation bar, go to Import > Product/Services Import.
    Import Product/Services(s) Here: https://system.caction.com/productupload

    Import Product Services Step 1

    *Note: You must have access to Import menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.

  2. Click “Excel Template”.

    Import Product Services Step 2

  3. Fill out the details of the new product/services. Available column fields may differ depending on your company’s system setup.
    a. The details include:
    • Name
    • Product Description

    Import Product Services Step 3

  4. Make sure all the information of the product/services is correct and save the file.

    Import Product Services Step 4

    *Note: Make sure that “Name” of the product/services is unique.

  5. Go back to the product/services import page and choose the correct file by clicking “Choose File” to import.

    Import Product Services Step 5

  6. Make sure the file uploaded is correct.

    Import Product Services Step 6

  7. Click on the “SUBMIT” button.

    Import Product Services Step 7

  8. Your items are successfully added when the “Uploaded successfully” prompt appears.

    Import Product Services Step 8




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