> 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

![](https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2FUcw5mneaqz5Q54Owedfs%2FCaptura%20de%20pantalla%202025-10-08%20a%20las%2012.46.36.png?alt=media\&token=da4a15a3-4a90-4623-b331-8cabe7f430b2)

### 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="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2F2r6w176odApL4a7bMCJn%2FCaptura%20de%20pantalla%202025-10-08%20a%20las%2012.50.51.png?alt=media&amp;token=0cfb9ffe-9833-4124-89ef-1bc5896c553e" 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="https://787834501-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdYZu0MfmFKfB61s4KoNP%2Fuploads%2Foc8I3XIov9JSgytp2l9N%2FCaptura%20de%20pantalla%202025-10-08%20a%20las%2012.56.04.png?alt=media&amp;token=dc596287-35d4-487c-8788-35bc0ed18ff3" 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
