> 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-to-upload-product-data-manually-b2c.md).

# How to Upload Product Data Manually (B2C)

### 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 Settings <a href="#h_96fa6e7261" id="h_96fa6e7261"></a>

In Claimlane's inbox, click Settings in the bottom-left corner.

<img src="https://downloads.intercomcdn.com/i/o/tbixbicd/1622930911/d82a06303f4d8b63bb085fba03f9/Captura+de+pantalla+2025-07-16+a+las+9_19_46.png?expires=1759142700&#x26;signature=4b7bdde6d17ce5f8f1a8077f41384970a8ff2a82482d33812f31089bf6e98492&#x26;req=dSYlFMB9nYheWPMW1HO4zav7LXLlVF5H9BHXJfRUQDGwKFn0WutMRWkDnDWI%0Agftj%0A" alt="" width="590">

### 2. Select Your Data Source <a href="#h_c37c17406a" id="h_c37c17406a"></a>

* In the left menu, click Self-Service Portals.
* Choose your Self-Service Portal from the list.
* Click the Datasource tab

<img src="https://downloads.intercomcdn.com/i/o/tbixbicd/1622955747/67c8dabb0740fefa30cdf78bea76/Captura+de+pantalla+2025-07-16+a+las+9_20_42.png?expires=1759142700&#x26;signature=94b8bd3079271bc488721ca6f8efe5c979d1f2fecfc07a6018ef1a36d0f76cc2&#x26;req=dSYlFMB7mIZbXvMW1HO4zVxKHtetKWZfU14x1rxPHiOuE42RkHjIEPcVTvlB%0AG3XS%0A" alt="" width="590">

### 3. Choose the Data Source <a href="#h_49bc94b04c" id="h_49bc94b04c"></a>

From the datasource list, select the one you'd like to upload products to. (Click on Add new data source if you don't have one yet.)

<img src="https://downloads.intercomcdn.com/i/o/tbixbicd/1622968195/eed8a7767feaf4cf5ef6726fc54e/Captura+de+pantalla+2025-07-16+a+las+9_21_29.png?expires=1759142700&#x26;signature=be78aed5651570ed35b0ed9d4ee9c9a8064524564984ecdb6c8dc61e4d0276ff&#x26;req=dSYlFMB4lYBWXPMW1HO4zbjhZ6RmN2kQXu9nEZTroW%2FW507s8jwqqhQe0bqP%0AxC2n%0A" alt="" width="590">

### 4. Navigate to Products <a href="#h_9fe17b79c3" id="h_9fe17b79c3"></a>

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

![](/files/9Ac5st7np9nidWRSLliI)

### 5. Map Your Labels <a href="#h_a57a4f7057" id="h_a57a4f7057"></a>

* 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.

<img src="https://downloads.intercomcdn.com/i/o/tbixbicd/1623084591/3ad96f57e53b8044e0fda6ece447/Captura+de+pantalla+2025-07-16+a+las+9_45_48.png?expires=1759142700&#x26;signature=450311e47c087b0819b58c8168736ff5358374b5fcfba2e1ae380d7598134e1a&#x26;req=dSYlFcl2mYRWWPMW1HO4zUWXZKCcW4Nj6uhRNnauVoG69l9tn23bM8N782em%0Abnwn%0A" alt="" width="590">

{% hint style="info" %}
Note: Are you missing any label to match with your columns? You can go back to [Products (Step 4)](#h_9fe17b79c3) and click  <img src="/files/YSqCCjZMElO1lkh7e8Ou" alt="" data-size="line">  there you can create any needed label to match with your data and make sure to make it B2C.

<h2 id="h_6fb0f9bbae" align="center"><img src="/files/uKd6RiCIt0uCw0YySLU5" alt="" data-size="original"></h2>
{% endhint %}

### 6. Choose Your upload Mode <a href="#h_6fb0f9bbae" id="h_6fb0f9bbae"></a>

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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://claimlane-docs.gitbook.io/claimlane-docs/troubleshooting-and-faqs/how-to-upload-product-data-manually-b2c.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
