Advanced workflows
Inventory sources and synchronization
Import or connect product records from supported sources.
Inventory can be populated through direct entry, CSV mapping, Shopify, WooCommerce, or website collection, then monitored through sync history.
What this workspace includes
- Manual products
- CSV import and column mapping
- Shopify and WooCommerce connections
- Website collection
- Sync progress and history
Complete workflow
- 1
Choose the source
Use the method that owns the current catalog
- 2
Configure or upload
Complete connection or mapping details
- 3
Review sample records
Confirm field quality
- 4
Run and monitor sync
Inspect progress and history
How records and settings behave
- Synchronization refreshes mapped catalog values
- The source remains associated with the client
- Errors and progress appear in the inventory workflow
Working effectively
- Test a small dataset first
- Keep credentials limited to the intended store
- Correct recurring data issues at the source
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Inventory sources and synchronization?
Use the method that owns the current catalog
When is my work saved?
Synchronization refreshes mapped catalog values
How do I confirm the result?
Return to the related list or detail view and review its current status. Errors and progress appear in the inventory workflow