Preparing Your CSV File

A well-formatted CSV file is essential for a smooth import. The required columns differ depending on whether you are importing samples or users.

File format

• Use CSV (comma-separated values) format.
• The first row must be column headers.
• Use UTF-8 encoding to support special characters.

Importing samples

At minimum, each row needs a sample title. Other fields are optional but recommended:

• Title (required)
• SKU
• Description
• Category
• Image URL (if you want to import product images)
• Custom field values (use the field name as the column header)

Importing users

Each row represents a team member to add to your workspace:

• Email (required)
• First Name
• Last Name
• Role (Owner, Manager, Sales, or Fulfillment)

Imported users receive an invitation email to set up their account, the same as if you added them manually.

Common formatting tips

• Wrap text containing commas in double quotes.
• For multiple categories per sample, separate them with a delimiter (e.g., pipe character).
• Image URLs should be publicly accessible so SampleHQ can download them.
• Keep the file under a reasonable size for best performance.