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How to create and Manage catalogues

Catalogues let you control which products are visible to specific customers. This guide shows you how to create a new catalogue, upload products via CSV, replace or append product lists, assign customer permissions and activate the catalogue.

Creating a catalogue

  1. In the admin system, go to Products > Catalogues.

  2. Click Add Catalogue in the top-right corner.

  3. Enter a Name for the catalogue; this is for internal reference and is not shown to customers.

  4. Use the Status toggle to make the catalogue Active or Inactive.

  5. Click Save to create the catalogue.

If you cannot see the Catalogues option in your admin panel, you may require an update. Please contact Symphony Support and our team will assist you with enabling this feature.

Upload products via CSV

Catalogues use product SKUs to determine which products customers can see. There are two CSV upload sections:

  • Include products: Products listed in this CSV will be visible to the selected customers.

  • Exclude products: Products listed here will be hidden from the selected customers.

If a customer is assigned to more than one catalogue, a product will be visible if it appears in any include list, unless it appears in an exclude list from another catalogue, because exclusions always take priority.

CSV format

Your CSV should contain a header line and one SKU per row. For example:

sku
PRODUCT-1
PRODUCT-2
PRODUCT-3

 

Replacing a catalogue’s product list

To overwrite the existing included or excluded product list:

  1. Click the Upload button in the relevant section (Include or Exclude).

  2. Tick the Replace option to overwrite the current list .

  3. Upload your new CSV file with product SKUs.

  4. Save the catalogue when the upload is complete.

Appending/updating a catalogue’s product list

To add new products or update existing ones without replacing the entire list:

  1. Click the Upload button in the relevant section.

  2. Tick the Append/Update option to add or update SKUs without replacing the entire list .

  3. Upload a CSV containing new SKUs or updated data.

  4. Save the catalogue once the upload is processed.

Assigning customer permissions

Set permissions to determine who can access the catalogue:

  • Unassigned Customers & Guests: This is the fallback catalogue for guests and for customers without an assigned catalogue. If a customer is assigned a different catalogue, that one is shown instead.

  • Customers Tagged with: Limit the catalogue to customers who match specific tags (for example VIP or Wholesale).

  • Customers Associated with a Company: Enable the catalogue for customers tied to a company account.

Save and activate

  • Toggle the catalogue to Active to make it available for the assigned customers .

  • Once all details are configured, click Save at the top-right corner .

  • To remove a catalogue entirely, use Delete Catalogue (this action cannot be undone).