Administrators can edit details about products to control how they are displayed in Crisp dashboards, so they can make sure your data displays match your product offerings. For more about administrator access: Managing user permissions.

If you have admin access, you can:

Note: Crisp utilizes Google Sheets to allow you to edit your products. To complete the following steps, you will need to use an email tied to a Google account. For instructions on linking your email to Google, see Google Account Help.

Customizing product display names and categories

Steps:

1. Log into your Crisp account.

2. From the main menu at the top-right of the screen, select Edit Products.

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3. In the Name field, enter a descriptive name for the spreadsheet where you will update your products. 

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4. Select the Save button. 

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Note: Only create and save one spreadsheet, if you need to make additional changes, update the original Google sheet you created. 

The page reloads and a link to the Google sheet you created appears. 

5. Select the Open Google Sheets link at the bottom of the page.

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The spreadsheet opens and lists your existing products. 

Note: By default this spreadsheet is only accessible to the original creator. To give access to others, please select the Share button in Google sheets and add the users you want to have access. 

For more on sharing: Google Workspace Learning Center > Share files in Drive , Docs, Sheets, and Slides

6. To edit your products, enter values in any of the following columns.

Note: Do not add tabs or sheets to the spreadsheet as this will cause errors when you submit your changes.

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  • Display Name: Enter a new display name for the product so that names in Crisp match up with your internal naming conventions.

  • Category & Subcategory: Create categories, so you can filter your dashboards by groupings important to you. For example, you can divide your products by type (such as popcorn or nuts) and by flavor profile (such as sweet or savory). Once you create categories, you can access them in the More filters menu on your dashboards, to the right of the main filters.
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    Note: Category and subcategory do not create a hierarchy (i.e., subcategories do not roll up into categories), and they appear on your dashboards as separate filters. 

7. To save your changes and finalize the update in Crisp, hover over the FINALIZE PRODUCT MASTER DATA text at the top of the spreadsheet, then select the link that appears. 

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The Submit Master Data screen appears and displays a list of your changes for review.

8. Confirm the changes, then select the Submit button.

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Your changes are saved and a pop-up appears confirming your changes and provides a link to view your dashboards, so you can see your changes in action.

 

Removing products from Crisp

You can remove a product that you no longer want to appear in your dashboards, such as when a SKU has been discontinued.  

Steps: 

1. From the main menu at the top-right of the screen, select Edit Products.

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2. Select the Open Google Sheets link at the bottom of the page.

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The spreadsheet opens and lists your existing products. 

3. For each product you want removed, deselect the checkbox in the corresponding retailer column (e.g., Enabled for UNFI). Repeat this process for all the retailers for which you want to remove the product. 
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Note: If a product has had a GTIN change but kept the same name, it may appear twice in the spreadsheet. Both will need to be unchecked in order to remove the product.

5. Select the FINALIZE PRODUCT MASTER DATA link at the top of the spreadsheet, then submit your changes.

Combining products

When you want to combine data for products, such as when you want to combine the sales of two products after a packaging change, you can "roll up" those products by editing your product display names.

Steps:

1. From the main menu at the top-right of the screen, select Edit Products.

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2. Select the Open Google Sheets link at the bottom of the page.

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The spreadsheet opens and lists your existing products. 

2. For the products you want to combine, enter the same name in the Display name fields.

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3. Select the FINALIZE PRODUCT MASTER DATA link at the top of the spreadsheet, then submit your changes. 

The data for the products you updated appears combined in your dashboards.