This guide outlines the easy steps to import your upcharge list from a CSV file, saving you time and ensuring accuracy.
📞👤 For personalized support with database imports, reach out to [email protected] and explore our available onboarding session plans. While this is a paid service, it's strongly recommended as it guarantees the proper upload of your database.
How to Import Upcharges
1. Login and Access: Sign in to your CleanCloud account using your main admin credentials. Then, head to https://cleancloudapp.com/import to access the import tool.
2. Download Template: Find the Upcharges Import CSV section and download the provided template. This template is your guide for organizing your upcharges data correctly.
3. Fill in Details: Open the template in Google Sheets or Excel and enter your upcharge details. Include product IDs if specific or leave blank for universal upcharges.
4. Save as CSV: Once filled, save the file as a CSV by going to File > Download > Comma Separated Values (.csv).
5. Upload and Submit: Return to CleanCloud's import tool, upload your CSV file, and hit Submit to start the import process.
Note: Optionally, toggle the 'Delete all Existing Upcharges' option during the import process to replace all existing upcharges. Do not do this if you have real active orders, as your upcharges list and order list will no longer match correctly.
💡 Need more help?
Explore our Help Center articles for answers. Contact us if you need further assistance.