Adding products in Krayin CRM is a simple yet essential task for managing inventory, tracking stock levels, and enabling smooth sales operations. As an open source platform, Krayin CRM offers flexibility to manually add products or import them in bulk as your business grows.
Whether you offer physical goods or services, keeping your product catalog organized helps your sales team perform better and ensures an efficient buying experience for customers.
In the latest version of Krayin CRM, there are now two methods available for adding products:
- Manual Entry through the Products Section — ideal for adding products one-by-one with full detail.
- Bulk Import via Data Transfer — great for uploading multiple products at once using a CSV file.
Let’s go through both methods step-by-step:
Method 1: Add Products via Products Section
This is the recommended way to manually add a single product. You get complete control over each detail you enter.
Step 1: Log in to Krayin Admin Panel
Open your Krayin CRM in the browser and log in using your administrator credentials (username and password). Once logged in, you will land on the admin dashboard.
Step 2: Navigate to Products
On the left sidebar, click on Products. This opens the Product Listing page, where all existing products are shown with details like name, SKU, price, stock, and actions.
Step 3: Click on Create Product
On the top-right corner of the Products page, click the blue Create Product button. This opens a new form where you can add all the relevant details about your product.
Step 4: Fill in Product Details
- Name: The title of your product (e.g., “CyberGuard Pro”). This is what users will see throughout the system.
- Description: Optionally, you can enter a description that explains the product or its features.
- SKU: A unique Stock Keeping Unit. This identifier must be unique for every product to avoid duplication.
- Price: Enter the price at which you want to sell the product.
- Quantity: Mention how many items are available in stock. This field is used for inventory tracking.
Step 5: Save Product
Once you’ve filled all the required fields, click the Save Product button on the top right. Your product will now be listed in the catalog and ready to be used in leads, quotes, or campaigns.
Method 2: Add Products via Data Transfer (CSV Import)
This method is ideal when you need to upload or update multiple products at once. It saves time and is very efficient.
Note: This feature is available in the latest version of Krayin CRM. Please ensure your system is updated to access this functionality.
Step 1: Go to Settings → Data Transfer
Click on the Settings icon in the sidebar and select Data Transfer from the Automation section. Here, you can manage imports and exports of data like products, leads, and persons.
Step 2: Click on Create Import
Click the Create Import button. This will take you to a new form where you configure your import settings.
Step 3: Choose Import Type = Products
From the dropdown under Type, select Products. This ensures your CSV will be processed as product data.
Step 4: Download Sample File
After selecting Type = Products, a Download Sample button appears. Click this to download a pre-formatted CSV file containing the correct headers required for importing products. This ensures your file structure aligns with the system’s expectations.
Open the downloaded sample and enter your product data (name, SKU, price, quantity, etc.). Once filled, save the file locally as a CSV.
Step 5: Upload Filled CSV File
Return to the import form and upload your completed CSV file by clicking the upload area or dragging the file into the designated field.
Step 6: Configure Import Settings
- Action: Choose “Create/Update” depending on whether you’re adding new products or updating existing ones.
- Validation Strategy: Select “Stop on Errors” if you want to prevent partial imports, or “Skip Errors” to continue importing other valid rows.
- Allowed Errors: Specify how many errors are acceptable before the process is canceled.
- Field Separator: Normally a comma
,(ensure your file uses the same separator). - Process in Queue: Optional toggle to enable background processing.
Useful when dealing with a large volume of data.
Currently disabled, as only a small amount of data is being processed.
After uploading the CSV and configuring all import settings (action, validation strategy, etc.), click the Save Import button. You’ll be redirected to the import dashboard.
Step 7: Click Validate Data
In the import detail page, click Validate Data. This step checks if your uploaded file contains any errors or invalid records before proceeding with the import.
If validation is successful, you’ll see a message like:
Now, click the Import button to begin the actual import process. The system will add or update product records as per your file.
Step 8: Import Successful
After clicking the Import button, you will see a success message:
This summary indicates that the import process completed successfully, with no new records created, two records updated, and none deleted.
Conclusion
With Krayin CRM’s new capabilities, you can now manage your product catalog in two convenient ways:
- Manually via the Products module for individual entries
- Bulk Import via Data Transfer using a CSV file
This gives businesses the flexibility to choose what works best for their workflows — from simple additions to large-scale product migrations.
If you’d like to see the full process in action, watch this video:
Krayin CRM Product Guide on YouTube
Support
If you have questions or run into issues, feel free to comment below or reach out to our team by raising a ticket at the Support Portal.
Be the first to comment.