How to import
- Go to Import Products in the Tools section of the sidebar.
- Click From Computer.
- Select one or more files from your computer. Supported formats include PDF, Excel, CSV, images (PNG, JPG), and Word documents.
- For each file, select a document category from the dropdown (Cut Sheet, Spec Book, Drawing, Spec Table, or Submittal). This helps the AI understand what type of document it is processing.
- Optionally, add custom AI instructions in the text area to guide the extraction (for example, "Focus on lighting fixtures only" or "Extract wattage and color temperature for each product").
- Click Start Import to begin the extraction process.
- Wait while the progress bar moves through Uploading → Analyzing → Extracting → Complete.
- Review the extracted products and save them to your catalog.
Things to know
- You can upload multiple files at once. Each file is processed independently.
- Remove a file before starting by clicking the X button next to it.
- The file count and total size are displayed above the file list.