Import Current Product Pricing from your Trusted Suppliers Directly into your Trak Account

Great news for customers of CNW Electrical, Sherriff Electrical, Samios Plumbing, and BGW Technologies! Managing your product data just got a whole lot simpler. These trusted suppliers now offer a streamlined way to export your product pricing from their system and import it directly into Trak, saving you time and reducing manual data entry errors.

How It Works

The process to export and import your product pricing takes only minutes and is as follows:

1. Access the Integration Hub
   • Log in to your account on the platform for CNW Electrical, Sherriff Electrical, Samios Plumbing, or BGW Technologies.
   • Navigate to the Integration Hub and select Trak as your export option.
2. Receive Your Price File
   • Once you choose Trak, the system will generate the product data in a compatible format and send it directly to your email.
3. Import into Trak
   • Open Trak and go to the Products section.
   • Select Import, upload the spreadsheet, and match the column headings in the file to the respective headings in Trak.
   • If you want to update existing product prices in Trak, simply tick Update Products with same SKU and this will update those products with new prices and information rather than creating new ones.

Keep Prices Updated for Accurate Quoting and Profit Tracking

One of the biggest advantages of this integration is the ability to quickly and easily update your product prices in Trak. These suppliers update their price exports every 7 days so you can ensure your quoting, invoicing, orders and profit tracking are always accurate, helping you stay competitive and maintain healthy margins.

• Accurate Quoting: With the latest product prices readily available in Trak, you can create precise quotes for your customers without worrying about outdated costs.
• Improved Profit Tracking: Regular updates allow you to monitor margins effectively, giving you better insights into your business performance.
• Time Efficiency: Spend less time manually updating prices and more time focusing on growing your business.

With these simple exports and imports, its easier than ever to keep your Trak account up to date and ensure your financial planning and tracking is completely accurate. If you would like to find out more about this process orany other questions about Trak you may have, please reach out to us at any time at contact@trak.co.

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