> For the complete documentation index, see [llms.txt](https://claimlane-docs.gitbook.io/claimlane-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://claimlane-docs.gitbook.io/claimlane-docs/troubleshooting-and-faqs/how-can-i-upload-product-data-manually-b2b.md).

# How can I upload product data manually (B2B)

Learn how to upload your product data to Claimlane using Excel. This guide walks you through preparing your file, mapping labels, selecting upload modes, and troubleshooting common issues.

#### Before you begin <a href="#h_11e9398e7c" id="h_11e9398e7c"></a>

* File format: Prepare a spreadsheet (Excel) with all required product data, if you have a CSV file you can open it here: <https://workspace.google.com/products/sheets/> and export it as an Excel instead.

### 1. Open B2B Data Management

In Claimlane's inbox, click the four square icon on the top and find **Data management**

<figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FoopHew8YnnqN6zg2bWfc%2FCaptura%20de%20pantalla%202025-10-08%20a%20las%2013.02.32.png?alt=media&amp;token=e864e05e-eb27-48a2-b56c-d3766e1caeae" alt=""><figcaption></figcaption></figure>

### 2. Select Your Data Source

Click on your data source or create a new one by clicking in "Add new data source".

<figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2Fm6frnUo0TqfvV7uRWMps%2FCaptura%20de%20pantalla%202025-10-08%20a%20las%2013.17.24.png?alt=media&amp;token=3004dc17-3b29-4726-a202-856e7aecda70" alt=""><figcaption></figcaption></figure>

### 3. Upload Your Products

* In the datasource view, go to **Products**
* Click **Upload Products**

<figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FX9S5o2SADXaipnSS8DIa%2FCaptura%20de%20pantalla%202025-10-08%20a%20las%2013.03.50.png?alt=media&amp;token=d1425618-7d43-4a6d-bd3e-6b91d37ca1ab" alt=""><figcaption></figcaption></figure>

### 4. Map Your Labels

* Click and drag each label from the panel into its matching column
* Important: All required labels (marked with \*) must be mapped before you can proceed.

<figure><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2F4MMxFj7uHzNMq5Oe1Tzv%2FCaptura%20de%20pantalla%202025-10-08%20a%20las%2013.22.10.png?alt=media&amp;token=93e476fe-be3a-48c1-868b-c4e3b3484585" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: Are you missing any label to match with your columns? You can go back to [Products (Step 3) ](#id-3.-upload-your-products)and click <img src="https://claimlane-docs.gitbook.io/claimlane-docs/~gitbook/image?url=https%3A%2F%2F787834501-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FdYZu0MfmFKfB61s4KoNP%252Fuploads%252F2r6w176odApL4a7bMCJn%252FCaptura%2520de%2520pantalla%25202025-10-08%2520a%2520las%252012.50.51.png%3Falt%3Dmedia%26token%3D0cfb9ffe-9833-4124-89ef-1bc5896c553e&#x26;width=156&#x26;dpr=4&#x26;quality=100&#x26;sign=c58f3064&#x26;sv=2" alt="" data-size="line"> there you can create any needed label to match with your data and make sure to make it B2B.

<h3 id="h_6fb0f9bbae" align="center"><img src="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FCcvyqOIcFvmmY54kppsz%2FCaptura%20de%20pantalla%202025-10-08%20a%20las%2013.27.12.png?alt=media&amp;token=61677a3d-e01b-468d-8a7d-ceaa606ce32f" alt="" data-size="original"></h3>
{% endhint %}

### 5. Choose Your Upload Mode

Once your labels are correctly mapped, you have two options in the top-right corner:

* Upload and add existing products: Use this when you are uploading only new products and you want to add them to your already existing product list.
* Delete existing products and upload: Use this when you want to replace your entire product list with the current list you are uploading (Note: If you have no previous product list, don't worry you can use this option)

Click on your chosen option.

#### 🎉 You’re Done! <a href="#h_f1b0e3b471" id="h_f1b0e3b471"></a>

After selecting your upload mode, Claimlane will process your file.

{% hint style="info" %}

#### Are you interested in a Data Integration with your provider instead of manual uploads? Check this other guide: [Setting Up a Data Integration in Claimlane](https://claimlane-docs.gitbook.io/claimlane-docs/troubleshooting-and-faqs/setting-up-a-data-integration-in-claimlane)

{% endhint %}

#### Troubleshooting & FAQs <a href="#h_9bb5b22c28" id="h_9bb5b22c28"></a>

Q: Why is the “Upload” button disabled?

Make sure all required labels are mapped to the right columns.

Q: What formats are supported?

Claimlane supports XLSX