{"id":145238,"date":"2026-09-14T06:59:49","date_gmt":"2026-09-14T06:59:49","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&#038;p=145238"},"modified":"2026-09-14T07:00:17","modified_gmt":"2026-09-14T07:00:17","slug":"how-can-i-use-the-paste-from-sheet-feature-when-selecting-items-in-an-offer","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-use-the-paste-from-sheet-feature-when-selecting-items-in-an-offer\/","title":{"rendered":"How can I use the &#8220;Paste from Sheet&#8221; feature when selecting items in an offer?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">From the <\/span><b>&#8220;Add Offer&#8221;<\/b><span style=\"font-weight: 400;\"> or <\/span><b>&#8220;Edit Offer&#8221;<\/b><span style=\"font-weight: 400;\"> screen, next to any products selector (&#8220;Products,&#8221; &#8220;Excluded Products,&#8221; or &#8220;Free Products&#8221; depending on the offer type), click the <\/span><b>&#8220;Paste from Sheet&#8221;<\/b><span style=\"font-weight: 400;\"> button \u2014 this button only appears when the selected item type is <\/span><b>&#8220;Products.&#8221;<\/b><\/p>\n<p><b>Steps to Use:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A popup window opens, containing: a &#8220;Clear Old Records&#8221; toggle, an editable grid with one column (&#8220;Product Code \/ Product Name&#8221;), an &#8220;Add&#8221; button, and &#8220;Import&#8221; and &#8220;Cancel&#8221; buttons.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the product data using one of the following methods:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Type product codes manually.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Type product names manually.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Copy multiple rows directly from Excel, then paste them into the grid using <\/span><b>Ctrl + V<\/b><span style=\"font-weight: 400;\"> \u2014 each pasted row automatically creates a new record in the grid.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enable the <\/span><b>&#8220;Clear Old Records&#8221;<\/b><span style=\"font-weight: 400;\"> toggle if you want to completely replace the previously selected products with the newly imported ones, or leave it disabled to add the imported products to the current selection without removing it.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>&#8220;Import&#8221;<\/b><span style=\"font-weight: 400;\"> to complete the process.<\/span><\/li>\n<\/ol>\n<p><b>Notes:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The system validates each entered product code or name; products that actually exist in the system are imported successfully and automatically selected in the corresponding products list.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Products are identified by their product code or name.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Duplicate products are automatically ignored, and blank rows are ignored during import.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The popup window closes automatically after a successful import.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">This same import mechanism applies when importing &#8220;Products,&#8221; &#8220;Excluded Products,&#8221; and &#8220;Free Products&#8221; (depending on their availability for the offer type).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If one or more products don&#8217;t exist in the system, the entire import process stops, and a validation message appears for each invalid row: <\/span><b>&#8220;Product Code or Product Name &#8216;{Value}&#8217; does not exist.&#8221;<\/b><\/li>\n<\/ul>\n","protected":false},"author":39,"template":"","categories":[2149,14115],"tags":[14245,14246,15275,15276,15272,15274,14247,15273],"class_list":["post-145238","faq","type-faq","status-publish","hentry","category-invoices-and-estimates","category-offers","tag-clear-old-records-when-importing","tag-excluded-products-and-free-products","tag-how-do-i-use-paste-from-sheet","tag-importing-products-for-a-promotional-offer","tag-paste-from-sheet-feature","tag-pasting-products-from-excel-into-an-offer","tag-product-code-or-product-name-does-not-exist","tag-selecting-items-in-an-offer-by-copy-paste"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I use the &quot;Paste from Sheet&quot; feature when selecting items in an offer? - Daftra Knowledge Base<\/title>\n<meta name=\"description\" content=\"Learn how to use the &quot;Paste from Sheet&quot; feature when selecting items in an offer.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/how-can-i-use-the-paste-from-sheet-feature-when-selecting-items-in-an-offer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I use the &quot;Paste from Sheet&quot; 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