Adding i360 Products into SVT
How to Add Products in i360 and Sync Them into SolutionView Tablet Admin
1. Confirm how SolutionView pulls products from i360 0:04
- SolutionView Tablet Admin uses the i360 product list as the master source.
- When you open or reload the Master List in SolutionView, it reaches out to i360 and pulls the latest product data.
- Products that come from i360 are labeled CRM in the list.
- This is why the list may take a moment to load: it is syncing with i360 in real time.
2. Open the Products area in i360 1:02
- Log in to i360.
- Go to the Products tab or Products area.
- The exact navigation may vary slightly, but every i360 org should have a similar Products section.
3. Create a new product in i360 1:19
- Click New Product.
- Enter the product name and any other attributes you want to store in i360.
- Example used in the video: Product Demo X.
- If you want the product to appear in SolutionView, it must exist in i360 first.
4. Fill in the product details that matter for SolutionView 1:47
- Add a price if you want that price to sync into SolutionView.
- Price is optional if you prefer to manage pricing in SolutionView Admin.
- Add a start date.
- Leave the end date blank if you want the product to remain available.
- If the end date is in the past, the product will not appear in the SolutionView master list.
- Optional fields like model number, cost, and product category are mainly for organization in i360.
- You can also add a product description and mark the product as taxable if needed.
5. Save one product or save and create another 3:26
- If you are only adding one product, click Save.
- If you want to add another product right away, click Save and New.
- Example shown in the video:
- First product: Product Demo X
- Second product: Product Demo Y
- For the second product, the presenter also added a different price and description.
6. Refresh the SolutionView Master List 4:21
- Return to SolutionView Tablet Admin.
- Click the control that reloads the Master List.
- This refresh is required because SolutionView checks i360 for the latest product updates each time the list is loaded.
7. Verify the new products appear in SolutionView 4:58
- Search for the product name, such as Product Demo.
- You should now see the newly created products in the master list.
- Confirm that synced fields came through correctly:
- Product title
- Price
- Unit of measure
- Description
8. Understand the lock icons and when to edit in SolutionView 5:35
- The lock icons indicate that SolutionView is using the values from i360.
- If you want to override a field in SolutionView, unlock it and enter custom data.
- If a description or display price was not entered in i360, you can unlock those fields and add them manually in SolutionView Admin.
9. Save the product updates in SolutionView 5:57
- After reviewing or editing the product, click Done.
- Then click Save.
- SolutionView may display a message indicating that new products were added.
- Close the message to finish.
10. Use the new products in SolutionView workflows 6:08
- Once saved, the new products are available for:
- Automation
- Mapping
- Other SolutionView features that rely on the product master list
- At this point, the i360 product is fully synced into SolutionView Tablet Admin.
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