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How to Upload an Excel File to C-Store Essentials
How to Upload an Excel File to C-Store Essentials

This article outlines the process for uploading an Excel or CSV file to PDI CStore Essentials for initial price book setup or item updates

Updated over 2 months ago

Step-By-Step Process:

  1. Prepare the File

    • Build your Excel or CSV file using the required format here

    • Ensure the column headers follow the specified naming convention to avoid upload errors

  2. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

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  3. Access Store Settings

    • On the left side of the screen click on Store Settings to reach the Get Started page

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  4. Upload the File

    • Under Step 4: Setup my Pricebook, click on See More

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    • Next click on the Upload Pricebook file option

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    • Drag and drop your file into the upload area or browse to find the file

  5. Confirm Upload

    • Once the file is uploaded, wait approximately 10 minutes for the process to complete


Frequently Asked Questions

What file formats can I upload?

  • Only Excel (.xls, .xlsx) or CSV (.csv) files are supported.

  • Ensure your file follows the proper format to avoid errors.

What happens if the file doesn't upload?

  • Check the file format and ensure the column headers match the required naming convention.

  • If the file still doesn’t upload, contact PDI support for assistance.

How long does the upload take?

  • The upload typically takes around 10 minutes, depending on the file size.

  • Please allow time for the system to process the data.

Can I upload multiple files at once?

  • No, only one file can be uploaded at a time.

  • Ensure that your file contains all necessary data before uploading.

How do I know if the upload was successful?

  • Once the file is uploaded, check for a confirmation message, and verify that the items appear in your Price Book after processing.

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