If you’re responsible for getting clean product data into your GTM (go-to-market) process, you know it’s rarely as simple as uploading a spreadsheet and calling it a day. Sloppy data management equals headaches down the line—bad pricing, confused sales teams, lost deals. This guide is for anyone who needs to actually get product data into Leveragepoint and keep it organized. Whether you’re in product marketing, ops, or just the unlucky soul who drew the short straw, let’s break down how to do this without losing your mind.
Why Leveragepoint Needs Good Data (and What Happens if You Wing It)
Leveragepoint is built to help teams create and communicate value-based pricing and product messaging. If your product data is incomplete, outdated, or inconsistent, everything downstream suffers—pricing models, sales collateral, even customer confidence. Garbage in, garbage out. You don’t have to be a data scientist, but you do need a decent system.
Here’s what can go wrong if you skip the basics:
- Sales quoting wrong SKUs, or not finding the right product
- Marketing pushing outdated or incomplete product info
- Pricing models built on shaky or stale data
- Wasted hours fixing mistakes that could’ve been avoided
Bottom line: Spend the time to do this right upfront. Your future self (and your team) will thank you.
Step 1: Get Your Source Data in Shape
Before touching Leveragepoint, make sure your source data is worth importing. Most teams pull product data from ERP, PIM, or a kludgy shared spreadsheet. No matter where it lives, check these basics:
Must-haves in your product data: - Unique product identifiers (SKU, Item Number, or similar) - Product names and clear descriptions - Categories or segments (for filtering and reporting) - Core attributes: pricing, units, status (active/inactive), etc.
What to skip: - Extra columns you never use (“Obsolete SKU” or “Internal Notes”) - Unapproved or draft items—clean them up first
Pro tips: - If your data’s in Excel, use filters and conditional formatting to spot duplicates or missing info fast. - Don’t trust that anyone else’s spreadsheet is up-to-date. Confirm with product owners before importing.
Step 2: Format Your Data for Leveragepoint
Leveragepoint isn’t super picky, but it does expect data in a certain shape. Usually, you’ll need a CSV or XLSX file with columns that map to the platform’s product fields.
Typical required columns: - Product ID (or SKU) - Product Name - Category - Price - Unit of Measure - Status (active/inactive)
Check Leveragepoint’s documentation or admin screens for the exact template—it’s worth the extra 10 minutes to avoid import errors later.
Avoid these common mistakes: - Mismatched headers (e.g., “productname” instead of “Product Name”) - Extra spaces or weird characters in your data - Blank rows or columns left in by accident
If you have custom fields in Leveragepoint, make sure your file includes those columns too.
Step 3: Import Your Product Data
Now for the actual import. Here’s what works (and what to watch for):
How to do it: 1. Log in with the right permissions. Only admins or power users can import product data. 2. Go to the product management or admin section. Look for “Import,” “Upload,” or “Bulk Update.” 3. Choose your file. Double-check you’re uploading the right version. (Obvious, but you’d be surprised.) 4. Map your columns. Most tools will let you preview and match your spreadsheet columns to Leveragepoint fields. 5. Run a preview. If there’s an option to validate before importing, always use it. Catches dumb mistakes. 6. Import. Cross your fingers, but don’t panic if you see errors—they’re usually fixable.
What not to do: - Don’t try to import 10,000 products in one go if you’ve never done this before. Start small. - Don’t ignore warning or error messages. They’re not just there for show.
If things go sideways: - Read the error log. It’ll usually tell you which row tripped things up. - If you can’t figure it out, take a sample of 5-10 products and try again. Sometimes less is more.
Step 4: Spot-Check and Clean Up
Never trust an import blindly. Take five minutes to spot-check.
What to check: - Search for a few products—do they show up where you expect? - Are prices and units correct? - Can you filter by category or status as planned?
Quick fixes: - If you spot a small mistake, fix it directly in Leveragepoint if possible. - For bigger issues, fix your data file and re-import. Don’t try to edit hundreds of products by hand.
Heads up: If you already had product data, make sure you’re not creating duplicates or overwriting good info with old data by accident.
Step 5: Set Up an Ongoing Process (Not Just a One-Off Upload)
The biggest mistake? Treating product data import as a “set it and forget it” task. Products change—pricing updates, new SKUs, discontinued items. You need a process.
What works well: - Set a regular cadence (monthly or quarterly) to review and update product data. - Assign clear ownership. Someone needs to own product data hygiene. - Use versioning or backups. Save your last “good” import file in case you need to roll back.
What to ignore: - Overcomplicated syncing tools unless you have a huge catalog. For most teams, a well-managed spreadsheet and regular updates do the trick. - Manual updates for every little change. Batch them if you can.
Pro tip: Keep a change log. Even a simple Google Doc noting what you changed and when can save you hours of detective work later.
Step 6: Integrate with the Rest of Your GTM Stack
Leveragepoint is just one part of your GTM puzzle. If your product data doesn’t match what’s in your CRM, quoting tool, or website, you’ll confuse everyone.
How to keep things in sync: - Align on one “source of truth” for product data. Usually, this is your ERP or PIM. - Use exports/imports to keep systems aligned, or explore APIs if you’re comfortable with tech. - Double-check that naming, pricing, and status are consistent across systems.
What not to worry about: - Perfect real-time sync. Unless your catalog changes hourly, daily or weekly updates are plenty for most teams. - Fancy middleware unless you’re dealing with huge volume or complex integrations.
Step 7: Train Your Team (and Yourself)
No system works if only one person knows how it operates. Make sure the basics are clear for everyone who touches product data.
What actually helps: - Quick walkthroughs of how to add, update, or search products in Leveragepoint - A cheat sheet of required fields and formats - Clear rules for who can make changes, and how to request updates
What doesn’t: - Endless documentation that nobody reads - Assuming everyone will “figure it out”—they won’t
What’s Worth Your Time (and What Isn’t)
Focus on: - Clean, consistent source data - Simple, regular import process - Quick spot-checks and clear ownership
Don’t get bogged down by: - Overengineering your process - Chasing edge cases unless they’re real problems - Trying to automate everything out of the gate
Keep It Simple—Iterate as You Go
Managing product data in Leveragepoint isn’t rocket science, but it’s easy to overcomplicate. Start with clean data, set up a simple import process, and build a habit of regular check-ins. As you scale, you can get fancier, but don’t let the perfect be the enemy of good. Make it easy for your team to keep things up to date, and you’ll avoid most of the pain that comes with messy GTM data.