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Create & Import Products

[!NOTE] Required role: developer, compliance_manager, manager or account_admin Required license feature: products

Creating a product

  1. Navigate to Internal → Products.
  2. Click Add Product.
  3. Enter the product name and basic information.
  4. Click Save.

The product is created in draft state. Fill in the remaining tabs — classification, contacts, documents — as needed.

Importing products

You can bulk-import products from a JSON file:

  1. Click Import in the product list header.
  2. Select a JSON file with product definitions.
  3. Review the import preview.
  4. Confirm.

Exported products (via Export) use the same JSON format, enabling backup and cross-instance transfer.

Product tree

Products are displayed in a hierarchical tree — parent products can contain child products. The tree view supports:

  • Expand/collapse all
  • Show/hide retired products
  • Product count statistics

📸 Screenshot: the product creation form.