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If you already have a product catalog or price list in another tool, importing it into Qwoty is faster than re-entering everything by hand. The CSV import covers two resources: Products and Prices. Time: ~30 minutes for a typical catalog migration
You need a role with Import CSV enabled in its App permissions (and Export CSV to export). See Manage roles.

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Where imports live

Open your user menu, click Settings, then Data › Import & Export. Pick Products or Prices.
Settings › Data › Import & Export with the Products and Prices resources
Each resource page has an Import card (Download Template, Upload File, View Documentation) and an Export card (Export CSV).

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What to import, and in what order

Prices reference products, so import them in this order:
1

Products

Import your products and their variants. The product import also creates the parent (master) products: you don’t import them separately. Products can be linked to catalogs and categories.See Import products.
2

Prices

With your products in place, attach prices to one or more pricebooks. All pricing models are supported. You can also start this import from the pricebook list with Import prices.See Import prices.
Importing prices before products fails because there’s nothing to attach the prices to. Always run Products → Prices.
Customers can’t be imported by CSV. Create them in Customer › Customer, sync them from your CRM, or create them through the API.

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Before you start

  • Export your data from your existing tool as CSV
  • Make sure your file uses UTF-8 encoding
  • Use a comma , as the field separator
  • Create your catalogs, categories, and pricebooks in Qwoty first: your CSV files reference them by API name
  • Add any custom fields you need under Settings › Data › Data Model before importing: the import fills fields but doesn’t create them
For field formats and validation rules, read Prepare your CSV files.

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The import wizard

Every import follows the same 4-step flow:
  1. Upload: drop your CSV file (Drop your CSV file here). Use Download Template if you don’t have a file yet.
  2. Mapping: match each header of your file to a Qwoty column (Map columns). Headers with matching names are mapped automatically.
  3. Confirm: review how many rows will be imported and how many have errors (Download error rows), then click Start import.
  4. Result: see what succeeded. If rows failed, click Download unimported rows.
Errors don’t block valid rows. Fix the failed rows in your file and upload them again.

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Tips for a clean migration

Test with a small batch first. Import 5 to 10 rows before uploading thousands. Fix any systematic issue once, then run the full batch. Keep your source file as the source of truth. Save a copy before each import, so you can compare it with the unimported rows that Qwoty returns. Use API names, not display names. When linking products to catalogs or prices to pricebooks, the API name is the stable identifier. Migrating customers from a CRM? Connect your CRM (HubSpot, Pipedrive, or Salesforce) and let customer records sync. See CRM mapping.

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What’s next

Send your first quote

Use your imported products to create and share a quote.

Set up integrations

Connect Qwoty to your CRM, billing, and messaging tools.

Full data migration guide

All imports, every option, error handling, and reference docs.

Customize your data model

Add custom fields to capture business-specific data.
Last modified on October 27, 2026