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How to bulk import documents and link them to products

Last Updated: June 5, 2026

With Document Import, you can import multiple documents at once and link them directly to products in Cobuilder Supply. This makes it easier to keep product documentation up to date and available on the correct products.

Open Document Import

Go to the Import Center tab and select Document Import.

Download the Import Template

Click Download Template to download the Excel file and fill in the required data.

Enter Document Information

In the first tab, enter information about the documents you want to import.

Start by filling in:

  • Import Document Key – a temporary numeric ID used only within this Excel file to identify the document and link it to the correct products.
  • Document Name
  • Document Type – select the document type if you know it. If you are unsure, AI can suggest a document type during verification.

You can also enter:

  • Country of Use
  • Revision Date
  • Expiration Date

Finally, add a public URL where the document can be downloaded.

Important: The URL must be publicly accessible and must not require login credentials.

Repeat this for all documents you want to import.

Link Documents to Products

Next, go to the second tab in the Excel file: Documents – Products.

This is where you link documents to your products.

  • Enter the Import Document Key for each document.
  • The document information will load automatically.
  • Verify that the correct document has been selected.
  • Enter at least one product identifier, such as:
    • GTIN
    • NOBB Number
    • Article Number
    • Other Product Number

This determines which products the document will be linked to.

Upload the Import File

Once the Excel file is completed:

  1. Return to Document Import in Cobuilder Supply.
  2. Upload the import file.

Start Verification

After uploading the file, start the verification process.

Note: Only one import can run at a time.

You can monitor the progress directly on screen. If you close the page and return later, the verification will still be available.

Review the Results

Once verification is complete, download the results file.

The results file shows:

  • Any errors
  • Missing information

Review the results and make any necessary corrections before continuing.

Complete the Import

Once you have reviewed the results, proceed with the import.

You can follow the progress in the import log at the bottom of the page.

When the import is complete, you can:

  • Download the results
  • Or verify directly in your account that the documents have been imported and linked to the correct products
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How to bulk import documents and link them to products