Applies to: Merchants, e-commerce teams, and anyone uploading 20+ products into MorningAI
Goal: Bulk-import your entire catalog so the platform can instantly reference product details for campaigns, content, and AI prompts.
1. Navigate to ProductDNA™
Access your product management dashboard:
- Click the DNA icon in the left sidebar
- In the pop-up menu, choose ProductDNA™
- You'll arrive at a table displaying any products already in your workspace
2. Use the Bulk Upload workflow
Initiate the streamlined import process:
- Select Bulk Upload (located in the top-right corner)
- The Setup Guide appears with three clear steps:
Step |
Action |
1 – Download |
Click Download CSV File to grab the template |
2 – Fill Out |
Open the CSV in Excel/Sheets and add your catalog data |
3 – Upload |
Return to the guide and click Upload CSV File |
3. Complete the CSV template
Populate your product data efficiently:
Column |
What to Enter |
Tips for Large Catalogs |
Title |
Product name |
Keep names unique and concise |
Description |
Marketing or technical copy |
Use bulk-edit features in Sheets to paste common phrases |
Category / Type |
Your internal taxonomy |
Stick to consistent naming (e.g., "RTD", "Apparel") |
Price |
Numeric value only |
Exclude currency symbols |
Image URL |
Public link to main image |
Host on CDN or Shopify CDN for speed |
💡 Important: Save the file as CSV (UTF-8) to preserve special characters and ensure proper encoding.
4. Upload and confirm
Complete the import process:
- Click Upload CSV File and select your completed spreadsheet
- MorningAI validates each row automatically
- If errors appear: Download the error report, fix the identified rows in your spreadsheet, and re-upload
- When all validations show green, click Continue then Save
5. Pro-level tips for large catalogs
Optimize your workflow for maximum efficiency:
Strategy |
Implementation |
Benefits |
Chunk uploads |
Split 5,000+ SKUs into smaller CSVs (e.g., 1,000 rows each) |
Faster validation and easier error management |
Leverage formulas |
Use spreadsheet formulas (e.g., =CONCAT()) to auto-build descriptions or image URLs |
Reduces manual data entry and ensures consistency |
Maintain a master sheet |
Keep a single source of truth for all product data |
Enables quick updates with one-click uploads |
Use categories wisely |
Create logical groupings for product types |
Improves Smart Folders functionality and AI prompt accuracy |
Schedule refreshes |
Set recurring reminders to re-upload when catalog changes |
Keeps product data current and campaigns accurate |
6. Advanced integration options
Scale your product management with automated solutions:
E-commerce Platform Integrations
- Shopify, BigCommerce, or WooCommerce users: Contact support for beta connectors that sync products automatically
- Eliminates manual CSV uploads for supported platforms
Custom Solutions
- API access available for custom PIM/ERP feeds
- Perfect for enterprise-level catalogs with complex data structures
Best Practices for Large Catalogs
Data Preparation
- Standardize naming conventions across all product titles and categories
- Optimize image hosting using CDNs for faster load times
- Validate data quality before upload to minimize error corrections
Ongoing Management
- Regular audits of product data to maintain accuracy
- Version control of CSV files to track changes over time
- Team coordination to prevent duplicate uploads or conflicting data
Performance Optimization
- Test small batches before uploading entire catalogs
- Monitor upload times and adjust chunk sizes accordingly
- Use off-peak hours for large uploads to ensure optimal performance
Troubleshooting Common Issues
- File format errors: Ensure CSV is saved in UTF-8 encoding
- Image URL problems: Verify all image links are publicly accessible
- Validation failures: Check for missing required fields or incorrect data types
- Upload timeouts: Reduce batch size and try uploading during off-peak hours
Recap
Bulk uploading via the CSV template is the fastest, most scalable way to populate ProductDNA™. Once your catalog is in place, every MorningAI tool—from email campaigns to social posts—can instantly reference accurate product details and images, enabling seamless, data-driven marketing automation across your entire product range.