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Webinar: Importing Items for a Trading Partner

Practical, actionable guidance on configuring and managing the Item Catalog in Transaction Manager

Written by Anthony Hodge
Updated this week

Product: Transaction Manager


About this Webinar

This session covers how to properly set up and manage the Item Catalog in Transaction Manager. The presentation explains how to choose and configure the primary item field (such as UPC or SKU), how item data is automatically added, and how users can manually add, delete, export, import, and update items via CSV. Emphasis is placed on avoiding duplicate primary item values, maintaining item translations for ERP integrations, and exporting the Item Catalog before using the Clear function, since catalogs are not backed up.

The webinar concludes by addressing common catalog and CSV-related questions. See Q&A handout below.


Additional Content

Session: Winter 2024

rev: 4/10/26

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