Importing Recipes via CSV

Learn how to import Recipes in bulk using our CSV feature.

This article will guide you through how to import Recipes in bulk into Craftybase, including how to prepare your spreadsheet, upload it, and troubleshoot common issues.

Whether you're setting up your account for the first time, or making changes to your existing product list, the Recipe Bulk Import tool makes it easy to add or update Recipes with minimal manual work.

In this article:

• Finding the Recipe Bulk Import page
• Preparing your Recipe CSV file
• Adding new Recipes to the Spreadsheet
• Exporting your Spreadsheet to a CSV file
• Importing your Recipes into Craftybase
• Recipe Bulk Import Troubleshooting
• FAQ

Finding the Recipe Bulk Import page

To find the Bulk Import page for Recipes:

1. Navigate to the Recipes page from the main menu

   

2. Select the Bulk Import icon in the top right of the page

   

You’ll now be on the Recipe Bulk Import page. From here, you can view instructions on how the importer works and download a template CSV file to get started.

Preparing your Recipe CSV file

Our Recipe importer requires the CSV file to follow a specific format. To make this as easy as possible, Craftybase provides a couple of ways to get started.

Use the Bulk Import Spreadsheet Template

The first option is using the Bulk Import Spreadsheet Template file provided on the Recipe Bulk Import page. This option is best if you're creating Recipes from scratch and can be found by:

1. Navigate to the Recipe Bulk Import page (How can I find the Bulk Import page?)
2. Select the Download the bulk import spreadsheet template link
3. Open the file in your preferred spreadsheet editor

Export your existing Recipe list to a CSV file

If you're creating new Recipes that are similar to ones you already have, exporting your existing Recipe list can save time.

Adding new Recipes to the Spreadsheet

Once you’ve opened the template or exported file:

• Remove the example / unnecessary rows from the template or export
• Add in any new recipe information as required.

Below is a quick overview of what each column is used for.

Exporting your Spreadsheet to a CSV file

Once you have your spreadsheet ready, export it as CSV. The process to do this differs between spreadsheet programs, instructions for some popular programs can be found here:

How do I export a spreadsheet file as CSV?

Importing your Recipes into Craftybase

To import your newly created Bulk Import CSV into Craftybase:

1. Navigate to the Recipe Bulk Import page (How can I find the Bulk Import page?)
2. Review the importer requirements to ensure your file is ready (Recipe Bulk Import Troubleshooting)

3. Scroll to the Upload CSV File section at the bottom of the page

   

4. Select Choose File and select your created Bulk Import CSV from your file system
5. Select Upload File

You'll then be taken to the Field Mappings page. Here, you'll need to quickly confirm which Craftybase field is represented by each column in your spreadsheet. Once you've confirmed this, select Yes, Import File to begin the import.

Now, your import will begin getting processed by Craftybase. Here, you can see the status of the import and if any errors occur.

We'll go into detail about some causes and fixes for common errors in the next section.

Recipe Bulk Import Troubleshooting

A few things to keep in mind when preparing your CSV file:

• Product SKUs must already exist in your Craftybase account - If the SKU doesn't exist, the importer will fail. If it does exist, the importer will replace any existing recipes tied to the SKU.
• All Material SKUs must already exist in your Craftybase account - If any SKU doesn't exist, the importer will fail.

FAQ

Can I update my Recipes in bulk using the CSV importer?

Yes! Importing a Recipe with an existing Product SKU will replace and update the existing Recipe for that product.

Need Help?

Still have questions about importing your recipes into your Craftybase account? Please get in touch, and we'll be happy to help!