How to combine or transfer data from one product catalog to another in MeasureSquare 8

How to combine or transfer data from one product catalog to another in MeasureSquare 8

This article will guide you through how to replicate a product catalog to another catalog in MeasureSquare 8.

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Steps to Replicate Product Catalog to target Catalog

(e.g. Replicate Catalog A to Catalog B)

Step 1: Right-click on the Product/Service Folder that contains all the products under the catalog you want to replicate.

Step 2: Choose the Replicate option from the dropdown menu. This will allow you to duplicate the selected products to another catalog.

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Step 3: Select the target product catalog where you want to replicate the products.

Step 4: Choose how to handle product conflicts:
- Keep Existing: Does not overwrite any existing products (with the same name) in the target catalog.
- Keep Prices: Overwrites existing products (with the same name) in the target catalog, except for the price information, which remains unchanged.
- Overwrite: Fully overwrites any existing products (with the same name) in the target catalog, including all associated information.

Step 5: Confirm the changes by clicking OK. The products will now be replicated into the selected catalog.

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Step 6: Switch to the target catalog to verify that all the products have been successfully duplicated.

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Notes
Note: You can also replicate a single product to another catalog, it's the same process.


Note:
If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 or email support@measuresquare.com.